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Intuit Pay-by-Refund: Tips, Tricks, and Insider Knowledge - January 25, 2023

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Intuit Pay-by-Refund: Tips, Tricks, and Insider Knowledge - January 25, 2023

Published on ‎01-17-2023 10:47 PM by Community Manager

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Intuit Pay-by-Refund: Tips, Tricks, and Insider Knowledge - January 25, 2023

 

START DATE:1/25/2023

START TIME:10:00 AM CST

DURATION:60 MINUTES

ABSTRACT:

If you could provide your clients with greater flexibility for engaging your services, would you consider it?  Pay-by-Refund for Lacerte, ProSeries, and ProConnect offers that benefit and more! Maybe you have heard it described as a “Refund Transfer” or a “Bank Product” – what does that mean and how are banks involved? Do your clients have to have a bank account? Most importantly, we will share with you the typical processes involved in Pay-by-Refund- and we will make sure to share the best bits of advice from Intuit experts and firms that use Pay-by refund.

Join us for this session that will talk about not only how to use Intuit Pay-By-Refund, but also discuss best practices, practical insights, and tips for utilizing Pay-By-Refund with your professional tax software.             


Learning objectives:
By completing this webinar, you will be able to:

  • Better utilize Pay-by-Refund
  • Communicate the benefits of Intuit Pay-by-Refund to your clients
  • Increase client reach by offering more flexible payment terms
  • Understand the end-to-end processes involved with Pay-By-Refund
 
Who should attend?
Anyone who has clients that would be better served by more flexible payment terms

 
Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study:  Computer Software and Applications - Non-technical
Recommended CPE: 1
Recommended CE: 0

 

SPEAKER

Ross Olson

Sr. Solution Specialist

Intuit

Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.



Event has ended
You can no longer attend this event.

Start:
Wed, Jan 25, 2023 10:00 AM CST
End:
Wed, Jan 25, 2023 11:00 AM CST
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