

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