Join us for our first service bureau meeting of the year.
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
Presenting partners:
Speede Tax Software
Wolters Kluwer- Taxwise
Refund Advantage
EPS Financial
Taxes & Products Related
Tax Pro Tech
Drake Software
Santa Barbara TPG
Crosslink Tax Solutions
Simple Elite Tax Software
Agenda
9:30am PT – Bienvenidos & Intros, The goal of the Service Bureau Conference, meeting dates
9:40am PT – How to Start a Service Bureau – Mauricio Castro & Taxwise (Luis Galvis) & (EPS)
10:00am PT – Data Cybersecurity – Mejico Angeles y Jose Lara (Tax Pro Tech), Drake
10:20am PT – How to launch a service bureau franchise (Speede Tax, TPG)
10:40am PT – Crosslink Service Bureau – Efrain Santos, Refund Advantage
11:00am PT –
11:20am PT – Upcoming meetings and events
Zoom Registration
Responses