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Questions about claiming your refund:
Did you get an email or a letter informing you of a refund and have a question? If so, this is the right place to find an answer. If you have further questions please use the contact button above.
Client Pay Direct is a mission driven company that is passionate about making sure consumers get the refunds they are owed! We work with businesses to conduct outreach and find consumers who are owed money, then empower the consumer to get refunded in the method they choose.
Absolutely! This refund is legitimate and typically due to an overpayment.
By clicking the link in the email or going to the site directed in the letter. Any of the digital payment methods will get you your money anywhere from instantly to 4 business days.
That is of course an option. Please note it can take up to 15 days to recieve a check, and the USPS loses up to 3% of all mailed items. That said, if you still want a check, please choose that option in the platform, call the number on the communication, or email us at hello@clientpaydirect.com
We take data privacy and usage very seriously. Your data is only used for the purposes of refunding your money, or submitting any unclaimed property to the appropriate state treasurer. For further questions or concerns please email us at hello@clientpaydirect.com
Questions about partnering with Client Pay Direct:
If you are interested in using our software to start processing refunds and staying compliant, please see FAQ below.
We are a true end-to-end solution. After your team has identified the refund, we take the data and handle the process from outreach, to remittance, to escheatment accounting.
We offer single point dedicated support. Not only will you know the name of our contact at Client Pay Direct, you will likely become friends with them!
It really depends on what you want. We can get started in as little as two weeks with a no-code implementation, or we can fully integrate into your systems at a longer cycle. Our background has taught us that financial offices don't always get the most tech resources, so we designed our platform to be able to meet you where you are at, and work from there.
Our proprietary technology automatically sorts refunds into their appropriate state protocols and we process it from there. We handle the data tracking, state reporting, and ultimately can remit data and funds to the states too.
We understand that some consumers have preferences that pre-date the online revolution. For those clients we are happy to send a letter and make claiming a check very user friendly for them.