Employee Retention Tax Credit (ERTC)
Accelerate your ERTC offering with access to payroll, accounting & IRS data and empower your business customers with up to $26,000 of tax credits per employee.
“Incredibly solution-oriented & grew the platform as our requirements expanded. Boss Insights was the key to our ERTC offering.”
Who We Work With
Why Employee Retention Tax Credit (ERTC)?
The government created the ERTC to support businesses that retained employees. Fintechs & financial institutions (FIs) have an opportunity to support businesses by completing the complex process correctly & accurately the first time.
Why Provide Businesses With ERTC Support?
ERTC is a complex program. As a financial services provider, by solving this you empower your customers to focus on growth. While ensuring the ERC process is completed accurately, you can identify other opportunities for growth leading to increased engagement & retention amongst your SMB & Commercial clients.
How Does Boss Insights’ ERTC Data Package Work?
Boss Insights provides access to payroll, accounting, & IRS data as well as automated calculations per your accountants’ instructions. Automation of data & valuations enables you to maximize your business customers’ claims. Data is available for any future IRS audits.
Additional Benefits:
Take Advantage of Increased Employee Tax Credits
Maximize these incentives & you could easily save valuable money for your business clients.
Take the Hassle Out of Filing
Our team will handle everything from eligibility determinations to IRS documents. Let us do all the heavy lifting so you can focus on what matters most: running your business.
Expand Your Business & Attract New Clients
Capitalize on the potential of increased revenue and establish yourself as an industry leader in ERTC filing.
