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 PT – SB 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
Responses