Take your customer retention and referral marketing to the next level! Textellent is the 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; when … Continue reading "Textellent - Grow your tax prep business with text message marketing"

This course covers the tax aspects of identity theft; How to identify potential fraudulent filers, how to assist clients that have fallen victim to identity theft by properly interacting with the IRS, and how to ensure that it does not happen again in the future.

This course will cover advanced security tactics for tax offices, from password security and two-factor authentication to layered secure backups and active threat countermeasures. Descriptive examples will be provided along with requisite references to IRS publications and regs over security for your office, clients, and e-filing license. Secondary focus will be given to office compliance … Continue reading "Advanced Security for Tax Offices"

Conference call covering important early preseason items for running your tax office for the coming season. 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 both New and Returning tax office partners with Federal Direct and will touch on … Continue reading "Conference call: Preparing now for the coming tax season!"

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"

This webinar will cover using the Interview based Online software platform with the new Tax Year 2024 content. This presentation will cover accessing, logging into, and using the tax software platform for preparing a basic practice return as we walk through W2 entry and adding credits for dependents. Bank Product modules and individual State software … Continue reading "TY2024 Software Walk-Through - 1040 basic return prep in the Interview Software (QuickStart & Silver Partners)"