national Service Bureau Conference
1,500+ tax offices and 100,000+ bank products in one room
- MAY 9 - ZOOM VIRTUAL
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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 Partners
Jess Corrick
Revolution Tax Solutions
National Meetings
May 9 – Zoom Virtual
July 31 – Meetup at the Orlando IRS Tax Forum
Sept 11 – Meetup at the San Diego IRS Tax Forum
Nov 20 – Houston
May 9 Agenda
9:30am PT – Bienvenidos & Intros, The goal of the Service Bureau Conference, meeting dates
9:40am PT – What is a Service Bureau? – Alicia Montoya, Mauricio Castro, Ian Willison, Miguel Aviña & Graham Railey
10:00am PT – Data Cybersecurity – Mejico Angeles y Jose Lara (Tax Pro Tech)
10:20am PT – Effortless All in One Payments in the Tax Industry (Pathward)
10:40am PT – Service Bureau Tech (Crosslink)
11:00am PT – Driving Revenue through TPG product set – Josh Flores
11:20am PT – Lead Generation and Support of Running a Service Bureau – Ian Gardner
11:40am PT – Improve Client Communication and Grow Sales – TaxComm
12:00pm PT – IRS Transcripts and e-signatures – TaxDome
12:20pm PT – How to make money by selling tax software – TaxSlayer Pro
12:40pm PT – Marketing and Selling your Bank Products (Refundo, Drake, Speede)
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 Operations Manual
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
Includes 2 ticketsFor those looking to start and grow a service bureau
$
595
Exhibit + Sponsor
Includes an exhibitor table with 4 ticketsFor those looking to sell their product or service
$
3,995
Sponsors and Partners
