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Jump Start Your Tax Business Season with Pay-by-Refund

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Jump Start Your Tax Business Season with Pay-by-Refund

Published on ‎09-07-2022 01:54 PM by Community Manager

Register for this webinar by following this link here

 

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 materials


WHO SHOULD ATTEND?
Anyone who utilizes ProSeries, ProConnect, or Lacerte to prepare tax returns


Course Level: Basic 
Course Length:  30 Minutes
Prerequisites:  NONE 
Recommended CPE: 0
Recommended CE: 0
 
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Start:
Thu, Sep 15, 2022 11:00 AM CDT
End:
Thu, Sep 15, 2022 11:30 AM CDT
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