Jump Start Your Tax Business Season with Pay-by-Refund - August 30, 2023

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

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