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 … Continue reading "Textellent - Grow your tax prep business with text message marketing"
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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 … Continue reading "Identity Theft - Identification and Resolution"
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 … Continue reading "Advanced Security for Tax Offices"
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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 … Continue reading "Conference call: Preparing now for the coming tax season!"
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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 … Continue reading "The Basics of Using Bank Products"
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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 … Continue reading "TY2024 Software Walk-Through - 1040 basic return prep in the Interview Software (QuickStart & Silver Partners)"
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