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New Partners Conference call: Preparing for the coming tax season!

November 3, 2023 @ 2:00 pm - 3:00 pm EDT

Conference call covering important preseason items for new partners with Federal Direct. We will be covering what you should be doing now to help ensure a smooth tax season this coming January. This call is targeted toward New Tax Office Partners with Federal Direct and will touch on Important Dates, New Registration processes and Requirements, and several other hot topics such as Marketing and Remote Preparation considerations that need to be at the front of your mind. This is an audio only conference call, so you can just can just dial in from your phone if it is more convenient than being in front of your PC. This call should last approximately 30 Minutes and will be available for archive access in your partner portal shortly after the live airing. If you attended the previous New Partner Conference Call this will cover many of the same items with some additional information on Bank Products, end of season cutoff dates and startup info.


November 3, 2023
2:00 pm - 3:00 pm EDT