Practice Pandaby Mostad Marketing Cloud
Back Office Solutions

Your Cost-Effective Solution to Get Things Done

Your cost-effective solution for encrypted emails, secure information exchanges, invoicing and getting paid.

Back Office Solutions dashboard

Secure File Sharing

Securely exchange files with your clients.

Secure Storage

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

Smart Invoicing

Set your invoicing to get paid before transmitting a tax return.

Encrypted Email

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

E-signatures

Tamper evident e-sign service that’s great for letters of engagement and confirmation of intake information.

E-file Approval

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.

Subscribe to Back Office Solutions

Only $9.99 a month (annual plan), or $14.99 a month (monthly plan).

Order This ServiceIncluded in the Diamond Plan

It’s easy to get started. There are no contracts. Cancel anytime. We brand Back Office Solutions with your firm information to connect clients with your firm. And better still, clients love them!

More reasons to love Back Office Solutions

No commitmentNo long-term contracts, cancel any time. Get a full refund for monthly and annual plans if canceled within the first 28 days of purchasing.
No Fees for ClientsUnlike other services, your clients/recipients are free.
Branded with your firmYour custom page is available, so clients know it is you.
Easy to add staff or partnersSet up your account and then add more users for only $7.99 per month per user.
Security is paramount
  • Separate secure log in into the back-office solution
  • Multi-factor authentication
  • Comply with HIPAA, GDPR, GLBA, IRS Pub. 4557, and more

What Our Customers Are Saying

Made Simple for My Clients

"We wanted a system that would not require a client to set up an account to view an encrypted message."

Darren F.Tax Professional

Fast & Easy

"Easy to use. Easy to set up, and I'm able to send very large files, easily and quickly."

Thomas J.CPA

Ready to automate your marketing?

Start your 30-day free trial today. Cancel anytime.

Start Your 30-Day Free TrialHow It Works

Back Office Solutions is not available during your free trial period.