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