To our Valued Partners,
There’s still time to register for our upcoming uTax Affiliate Partner Program Overview live webinar presentation! Learn more about valued added services for your clients and extra revenue opportunities for you!
Don’t miss this presentation – register TODAY!
Affiliate Partner Program Overview:
In this live webinar, you’ll learn how uTax is more than just tax software! We’ll provide an overview of our excellent value-added products for your clients, extra revenue opportunities for you, and other educational and cost-saving services available through our Affiliate Partner programs listed below.
Integrated Additional Revenue Generating Offerings: iPROTECT • Protection Plus • Forever Good Credit
Continuing Professional Education Partners: Income Tax School • Lambers Group • Latino Tax Pros
Other Services: iTransact Merchant Services
Upcoming Live Webinars!
Here’s a reminder of our other upcoming, recently announced live webinar presentations, and our last (3) 1040 Walk-Through and (4) In-Depth Program Features webinars offered in English and Spanish. Don’t forget…at all of our live webinars, you’ll have an opportunity for Q&A. Space is limited so be sure to register soon!
Just Added! What’s New in the 2022 Desktop Software
In this webinar, we will highlight and provide an overview of new features and functionality included in our 2022 Desktop Software. Some of these enhancements include: Enhanced security with 2-Factor Authentication; Expansions to the Interview Mode state section; Redesign of the Taxpayer Invoice; Enhanced the software Database Setup; Greater fee visibility and details added for review in the Transmit Queue window; Expanded error and informational pop-up messages; Added new search and display fields to Extended Reports; and an overview of New and Updated 1040 Federal & Business Forms and Worksheets.
Forever Good Credit – Real Credit Repair, Real Results for Your Clients:
With our Forever Good Credit Affiliate Partner Program, you have the benefit of offering a turnkey credit repair solution to your clients from inside the Tax Software program with little or no extra work. At this webinar, you’ll learn more about how you can help your clients regain their good credit and earn extra revenue for your business at the same time.
Add Protection Plus to Your Business & Benefit Both You and Your Clients:
In this webinar, you’ll learn about one of the best and most comprehensive audit assistance programs in the industry, offered by our long-time Affiliate Partner – Protection Plus. Last year alone, along with audit and inquiry letters from States, the IRS sent out over 200 million letters to taxpayers. By offering this value-added product to your clients, not only will you have an opportunity to earn extra revenue, you’ll also be relieved from the time-consuming task of researching and responding to this correspondence. Protection Plus ensures that taxpayers and tax professionals have year-round access to experienced professionals to not only assist with audit or inquiry letters, but also enable you to guarantee your work and reimburse the taxpayer in the event of a legitimate preparer error. Other valuable services offered by Protection Plus include assisting taxpayers with Denied Credits, Schedules, Tax Debt Relief and Legal Services. Add an entire Audit Defense Department to your practice!
Federal Tax Law Update for TY2021:
Our most popular and important webinar topic presented each season by Eva Rosenberg, EA (aka TaxMama), this webinar will cover the most important need to know tax law updates for TY2021. With an opportunity to ask questions, both experienced and new preparers will find this webinar informative.
Allocation and Depreciation of Assets:
In this webinar, we will talk about the basics of depreciation. This step-by-step webinar will provide a basic understanding of both depreciation and assets and show how easy it is to correlate depreciable assets to a specific schedule. We will also cover the unique differences between allocating vehicle depreciation and mileage – and how uTax simplifies this task.
1040 Walk-Through and In-Depth Program Features Series:
About the 1040 Webinars:
Whether you are new to the uTax family and wanting to familiarize yourself with the software program, or an existing uTax partner who is simply looking for a refresher, an opportunity to provide training to new employees, or learn about more advanced features and functionality in the software program, these 90-minute webinars are the perfect courses! The webinars are available in English and Spanish and time is provided for Q&A.
- (English) – Wednesday, December 15 at 9:00 AM PT: Register Here
- (Spanish) – Tuesday, January 4 at 12:00 Noon PM PT: Register Here
- (English) – Wednesday, January 5 at 12:00 Noon PM PT: Register Here
In-Depth Program Features:
- (Spanish) – Wednesday, December 1 at 12:00 Noon PM PT: Register Here
- (English) – Wednesday, December 8 at 12:00 Noon PM PT: Register Here
- (Spanish) – Thursday, January 6 at 12:00 Noon PM PT: Register Here
- (English) – Friday, January 7 at 12:00 Noon PM PT: Register Here
Note: We recommend that our new uTax partners (or new preparers) attend the 1040 Walk-Through webinar prior to attending In-Depth Program Features.
To register and/or view the complete listing of our remaining 2021/2022 live webinar schedule, simply go to the uTax Website https://utaxsoftware.com/webinars. You can also access it from our Resource Center > Webinars > Click Here To View A List and Register for our Live Webinars (top of page).
If you have any questions regarding our webinars, please contact your Account Manager at 844-440-8829. We hope to see you online and look forward to working with you in preparation for and during the upcoming tax season!
The uTax Team