Join one of our webinars and learn how to create a positive experience for VITA clients, excite site staff and provide more opportunities for volunteers by leveraging some proven tools and techniques. This session will cover the full card enrollment process, highlight product functionality and features, and provide guidance on onboarding new cardholders. Our staff […]
Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Product Operations Coordinator. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate common challenges. […]
Join us for an informative session to enhance conversations with tax filers about the benefits of direct deposit. In this webinar, we’ll highlight why direct deposit is the fastest and most reliable option for receiving tax refunds. We’ll also share best practices and strategies for encouraging filers to choose this option, ensuring more efficient tax […]
Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Product Operations Coordinator. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate common challenges. […]
Join one of our webinars and learn how to create a positive experience for VITA clients, excite site staff and provide more opportunities for volunteers by leveraging some proven tools and techniques. This session will cover the full card enrollment process, highlight product functionality and features, and provide guidance on onboarding new cardholders. Our staff […]
Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Payments and Product Operations Associate. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate […]
Join us for an engaging webinar to explore effective strategies for encouraging tax filers to save their refunds. We'll discuss the importance of saving during tax season, highlight key benefits for clients, and share best practices for starting meaningful conversations about financial security. Feb. 4, 2025 10 AM PT/ 1 PM ET Register here: https://us02web.zoom.us/meeting/register/tZIoc-6qrzkoGNFMYe3Ww-06OuQ-8f7SFJn_
Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Payments and Product Operations Associate. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate […]
Join us for an exclusive webinar recap on the *Focus Card*, led by Marissa, CFR’s Payments and Product Operations Associate. Marissa will provide an in-depth look at the card’s key features, share success stories, and cover frequently asked questions from partners and clients, including how to maximize the card’s benefits, address user concerns, and navigate […]
Join us for this month’s Focus Card review session, led by Marissa Garibay, CFR’s Payments and Product Operations Associate. This session will explore portability—an important next step that allows Focus Card users to expand how and where they use their cards beyond the initial program setup. Marissa will share insights on implementation and answer frequently […]
This interactive session will provide a collaborative space for VITA volunteers, staff, and partners to engage with one another and document the most effective solutions to obstacles faced during the tax season - so you’re program can be even more successful next year. Whether it's assisting clients with complicated filing situations, managing documentation and/or volunteers, […]
Join us for this month’s Focus Card review session, hosted by Marissa Garibay, CFR’s Payments and Product Operations Associate. This session will focus on one of the most important aspects of cardholder experience: understanding and avoiding fees with the Focus Card. We'll break down the card’s fee structure, explain when and why fees may occur, […]
