Loading Events

Join us on Thursday May 15

We’ll be discussing:

  • Recap of tax season
  • How to launch a service bureau in 2025
  • Tech setup and cyber security for your service bureau

Agenda: 

11:25 am PT – Bienvenidos & Intros, The goal of the Service Bureau Conference

11:30 am PT – Motivational Speech (David Perez, DAP)

11:40am PT – Effortless All in One Payments in the Tax Industry (EPS / RA) 

12:00pm PT – SB Panel: Lakesha Porter, Jasmine Dabbs, Abe

12:20pm PT – How MTPO empowers SBs (Robert Jones)

12:40pm PT – How WK empowers SBs

1:00pm PT – Tax Software & Bank Products

1:20pm PT – Service Bureau Tech (Crosslink) 

1:40pm PT – How OLT empowers SBs – Juan

2:00pm PT – Marketing and Selling your Bank Products  (español) 

(All Tax Solution, Alberto Lara)

2:20pm PT – Data & Cybersecurity (Refundo)

2:40pm PT – Gracias / Thank you

 

Responses