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Start Date:1/24/2024
Start Time:12:00 PM 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
If you're already registered for the Intuit Pay-by-Refund: Hacking Tax Preparation Payment - January 24, 2024 webcast, click below:
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Speakers
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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