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Start Date:9/15/2022
Start Time:11:00 AM CDT
Duration:30 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 materials
WHO SHOULD ATTEND?Anyone who utilizes ProSeries, ProConnect, or Lacerte to prepare tax returns Course Level: Basic Course Length: 30 MinutesPrerequisites: NONE Recommended CPE: 0Recommended CE: 0
If you're already registered for the Jump Start Your Tax Business Season with Pay-by-Refund - September 15, 2022 webcast, click below:
ALREADY REGISTERED?
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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