national Service Bureau Conference

1,500+ tax offices and 100,000+ bank products in one room

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About the National Service Bureau Conference:

The National Service Bureau Conference is an annual gathering of all tax service bureaus across the nation. In one room you can reach over 1,500 tax offices and over 100,000 bank products.

Service bureau directors and managers exchange ideas, strategies, and best practices.

The Conference includes educational panels, premium networking, and a product showcase so service bureaus can have what they need to sign up more tax offices, produce more bank products, and make more money.

Conference Agenda & Curriculum

Office Setup, Operations, & Tech

– Tax softwares available
– Bank Product Options
– Cyber Security
– Taxpayer Advance Loans
– Tax Office Loans
– Phone systems, website, CRM

Marketing & Sales

– Software branding & logo design
– Recruit new offices
– Software and bank product pricing
– Social media marketing
– Product bundles
– Sub-service bureaus

 

Training & Support

– Train new tax offices
– Tax Season Updates
– Software training
– Support dos & don’ts
– Call center setup
– Employee training

 

Wednesday November 20

✅ 1,500+ tax offices and 100,000+ bank products in one room

✅ Network with banks, softwares, and service bureaus

✅ Discover new innovative products to sell

✅ Includes access to Emprende Tax Nov 21 & 22

✅ Emprende Service Bureau Playbook

✅ Access to video recordings

EVENT LOCATION

BakerRipley East Aldine Campus

3000 Aldine Mail Route Road

Houston, Texas 77039

HOTEL INFO

DoubleTree by Hilton Hotel Houston Intercontinental Airport

15747 John F Kennedy Blvd, Houston, TX 77032

Attend + Network

For those looking to start and grow a service bureau
$ 395
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Exhibit + Sponsor

For those looking to sell their product or service
$ 3,995
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Sponsors and Partners