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