Join us on Thursday July 18.
We’ll be discussing:
- Recap of tax season
- How to launch a service bureau in 2024
- Tech setup and cyber security for your service bureau
Zoom Registration
Agenda
10:30 am PT – Bienvenidos & Intros, The goal of the Service Bureau Conference, meeting dates
10:40am PT – Effortless All in One Payments in the Tax Industry (Pathward)
11:00am PT – Data Cybersecurity for your Service Bureau (TaxProTech) (español)
11:20am PT – Tax Work Flow & E-signatures (TaxDome)
11:40am PT – How to earn passive income with tax resolution (Community Tax)
12:00pm PT – How to start a Tax School in 2024 (Latino Tax Pro)
12:20pm PT – Service Bureau Tech (Crosslink)
12:40pm PT – Data Cybersecurity & Tax Audits (Protection Plus)
1:00pm PT – Marketing and Selling your Bank Products (panel) (All Tax Solution, OLT, Republic Bank, TPG)
1:20pm PT – Gracias / Thank you…..see you in Orlando!
Zoom Registration
Presenting partners:
Refund Advantage
EPS Financial
Crosslink Tax Software
Drake Software
Wolters Kluwer- Taxwise
Speede Tax
Community Tax
Freedom Tax Resolution
Tax Pro Tech
Taxma Software
Simple Tax
Taxes & Products Related
Trez Payroll
Taxcomm
Docubee
TaxDome
Santa Barbara Tax Products Group
WatchCloud
Jimenez Wealth
Money Concepts
Boos & Associates
TaxSlayer Pro
Janney
Sigma Tax Pro
Refundo
Responses