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"
35 events found.
Calendar of Events
S Sunday
M Monday
T Tuesday
W Wednesday
T Thursday
F Friday
S Saturday
0 events,
0 events,
1 event,
0 events,
2 events,
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"
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
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!"
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
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"
0 events,
0 events,
0 events,
0 events,
0 events,
1 event,
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)"
0 events,
0 events,
Events for