Jump Start Your Tax Business Season with Pay-by-Refund - November 14, 2023

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Jump Start Your Tax Business Season with Pay-by-Refund - November 14, 2023

Published on ‎11-13-2023 04:26 PM by Moderator

Jump Start Your Tax Business Season with Pay-by-Refund - November 14, 2023

START DATE:11/14/2023

START TIME:12:00 PM CST

DURATION:60 MINUTES

ABSTRACT:

Get a jump start on the upcoming tax season and prepare early and efficiently with Intuit Pay-by-Refund, the solution that gives your clients a simple way to pay for your tax preparation without worrying about upfront, out-of-pocket costs. In this session, we will provide an in-depth overview of the Intuit Pay-by-Refund program, covering how it works, bank and enrollment options, and tips for a smooth start.

Join us for this session where we will talk about not only how Intuit Pay-by-Refund works, but also discuss best practices, practical insights, and how you can get your business ready for the upcoming tax season.


LEARNING OBJECTIVES: 
By completing this webinar, you will be able to: 
  • Understand how Intuit Pay-by-Refund works, from enrollment to disbursement
  • Choose which bank offering is the right fit for your business and clients
  • Explain to your clients the convenience of Intuit Pay-by-Refund, from worry-free payments, to no upfront costs, to flexible disbursement options
  • Understand the importance of early enrollment for bank season and tax year readiness
  • Take advantage of Intuit Pay-by-Refund benefits, such as quick setup, live support, and bank marketing material



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


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