AutoERC works hand in hand with you to manage your list of clients that need collecting. To get started, simply enter your client's business name, their contact information, and the percent of tax refunds you're owed from them.
AutoERC will send an email out to your client asking them to connect their bank account – specifically, the same bank account listed on the ERC forms that the IRS will pay out to. AutoERC uses Plaid for secure bank connection.
As soon as the IRS pays the tax refund out to your client's bank account, AutoERC will automatically deduct your cut from them and send it to you via a bank transfer or check. All parties will be notified immediately.
ERC Tax Refund
Perplex AI (80%)
Jasmine Lin (20%)