national Service Bureau Conference
1,500+ tax offices and 100,000+ bank products in one room
- MAY 9 - ZOOM VIRTUAL
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About the National Service Bureau Conference:
The National Service Bureau Conference is an annual gathering of all tax service bureaus across the nation. In one room you can reach over 1,500 tax offices and over 100,000 bank products.
Service bureau directors and managers exchange ideas, strategies, and best practices.
The Conference includes educational panels, premium networking, and a product showcase so service bureaus can have what they need to sign up more tax offices, produce more bank products, and make more money.
Conference Partners
National Meetings
May 9 – Zoom Virtual
July 31 – Meetup at the Orlando IRS Tax Forum
Sept 11 – Meetup at the San Diego IRS Tax Forum
Nov 20 – Houston
May 9 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, Ian Willison, & Graham Railey
10:00am PT – Data Cybersecurity – Mejico Angeles y Jose Lara (Tax Pro Tech), Drake, EPS Financial
10:20am PT – How to Launch a Tax Franchise (Speede Tax)
10:40am PT – Service Bureau Tech (Crosslink), Refund Advantage
11:00am PT – Driving Revenue through TPG product set – Dawn Spivey
11:20am PT – Lead Generation and Support of Running a Service Bureau – Ian Gardner
11:40am PT – Grow your sales with the right tech tools – TaxComm
12:00pm PT – Upcoming meetings and events
Conference Agenda & Curriculum
Office Setup, Operations, & Tech
– Tax softwares available
– Bank Product Options
– Cyber Security
– Taxpayer Advance Loans
– Tax Office Loans
– Phone systems, website, CRM
Marketing & Sales
– Software branding & logo design
– Recruit new offices
– Software and bank product pricing
– Social media marketing
– Product bundles
– Sub-service bureaus
Training & Support
– Train new tax offices
– Tax Season Updates
– Software training
– Support dos & don’ts
– Call center setup
– Employee training
Wednesday November 20
1,500+ tax offices and 100,000+ bank products in one room
Network with banks, softwares, and service bureaus
Discover new innovative products to sell
Includes access to Emprende Tax Nov 21 & 22
Emprende Service Bureau Operations Manual
Access to video recordings
Attend + Network
Includes 2 ticketsFor those looking to start and grow a service bureau
$
595
Exhibit + Sponsor
Includes an exhibitor table with 4 ticketsFor those looking to sell their product or service
$
3,995
Sponsors and Partners
