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May 15

National Service Bureau Meeting

May 15 11:30 am - 2:30 pm PDT

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

    Zoom Registration

Agenda: 

11:30 am PT – Bienvenidos & Intros, The goal of the Service Bureau Conference

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

12:00pm PT – David Perez – motivation 

12:20pm PT – MyTaxPrep Office Demo (Michael)

12:40pm PT – How WK empowers SBs (Graham, Taxes & PR, OPEN)

1:00pm PT – How TPG empowers SBs (Eli)

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

1:40pm PT – Data Cybersecurity for your Service Bureau (TaxProTech) (español) 

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

(All Tax Solution, Republic Bank, OPEN)

2:20pm PTSB Panel: Willie Nichols, Jasmine Dabbs, Alberto Lara

2:40pm PT – Gracias / Thank you

 

Zoom Registration

 

Presenting partners:

Refund Advantage
EPS Financial
Crosslink Tax Software
Drake Software
Wolters Kluwer- Taxwise
Speede Tax
Community Tax
Freedom Tax Resolution
Tax Pro Tech
Taxma Software
Simple Tax
Taxes & Products Related
Trez Payroll
Taxcomm
Docubee
TaxDome
Santa Barbara Tax Products Group
WatchCloud
Jimenez Wealth
Money Concepts
Boos & Associates
TaxSlayer Pro
Janney
Sigma Tax Pro
Refundo

 

Details

Date:
May 15
Time:
11:30 am - 2:30 pm PDT
Event Category:

Organizer

negozee
Email
info@negozee.com

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