This webinar will cover using the Online software platform and will review accessing, logging into, starting, completing, e-filing, and monitoring the status of individual Federal and State returns.

Take your customer retention and referral marketing to the next level! Textellent is a new text message based marketing platform integrated with your Online tax software. Send and receive messages from your clients, schedule tax prep appointments, request referrals, and much more! Marketing is often a second thought when starting your own tax prep business; … Continue reading "Textellent – Grow your tax prep business with text message marketing"

Are you new to Bank Products and have some questions? If so this webinar is for you! We will be covering the foundational information relating to offering Bank Products to your tax prep clients. Did you know that Bank Products allow you to have your preparation fees withheld from client tax refunds, get refund $ … Continue reading "The Basics of Using Bank Products"

Conference call covering important issues relating to the coming tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind as we approach the start of the coming filing season. This is an audio only conference … Continue reading "Pre-Season Conference Call – Tax Office Readiness"

In this course, we will run through the ins and outs of the IRC's shiniest business feature; Section 199A. This provision allows for deductions against taxable income for a wide array of non-corporate filers and is one of the 'hottest' topics in tax discussion. Definitions, explanations, and examples will be provided to get your office … Continue reading "TCJA – QBI Deductions and Section 199A"

Conference call covering important issues relating to the coming tax season. This call is targeted toward all partners with Federal Direct and will cover Important Dates, Requirements, and topics that need to be at the front of your mind as we approach the start of the coming filing season. This is an audio only conference … Continue reading "Pre-Season Conference Call – Tax Office Readiness"