Cost-Effective Back Office Solution

Taking the hassle out of your practice

Every firm needs solutions to help the flow of their practice. Many of them directly touch all your clients. These needs include encrypting emails, securely exchanging information, invoicing and getting paid. Practice Panda has a solution that does all this cost-effectively.

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For $14.99 per month or $9.99/month (when billed annually at $119.88), you receive:

Encrypted Email

Send and receive encrypted messages with clients. No more Gmail, AOL or Hotmail of sensitive information.

Secure File Sharing

Securely exchange files with your clients.

Secure Storage

Keep shared files secure until you need them – for no added cost.

E-signatures

Set up templates and get tamper evident e-sign service. Great for letters of engagement and confirmation of intake information.

Invoicing

Need to get paid before transmitting a tax return? Set your invoicing to do just that!

E-file Approval
via E-signature

Ability to obtain approvals for e-filing tax returns using IRS approved e-signature process using Form 8879 that have KBA* compliant e-signatures.

Contains a charge per signature of 16¢ to cover the texting expense with 25 free credits provided upon signup.

Payment Collection

Receive payments via credit card or ACH with low, competitive fees: 

Credit Cards: Issuing card interchange fee** + 0.5%+ 55¢ per transaction
ACH: 0.5% + 55¢ per transaction (capped at $6.30 per transaction for bills under $25,000)
No statement fees or monthly account fees

* KBA: Knowledge-Based Authentication (KBA) is required by the IRS to approve e-filing of tax returns using e-signatures on Form 8879. This service is fully compliant with this requirement at a low per signature cost. (Charges by others often exceed $1 per signature!)

** Interchange fees vary by type of card as determined by the bank issuing the card and the bug on the card (VISA, Mastercard, American Express, etc). Fees subject to change based on our Merchant bank.

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More reasons to add the Back Office Solution to your Practice

No long-term contracts. No commitment. Cancel any time. Get a full refund for both monthly and annual plans if canceled within the first 28 days of purchasing.

Branded with your firm. Your custom page is available, so clients know it is you!

Easy to add staff/partners. If you need additional staff/partners, the added cost starts at $7.99 per month. Add these users after you set up your initial account.