National Service Bureau Meetup

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