Does your phone have the TDA Dental Concierge app installed on it? Or does your bank account have a sizable (perhaps very sizeable) addition to it, with the assistance of ERC Specialists?

If you enjoyed these yields from TDA Perks Program’s 2022 crop of goodies for TDA members, we’re very glad and hope they’ve enriched your life. You can read on for updates on the programs.

If not, we’d like to present for your review the two achievements of 2022 we’re most proud of—our gifts to you—in the hope you don’t pass them over.

Meeting TSBDE CE requirements, audit submissions are no longer a chore.

App and Learning Management System, TDA Dental Concierge, is making these tasks easy.

Sometime in mid-2020, TDA Financial Services, Inc.’s board of directors (which manages TDA Perks Program) homed in on a challenge Texas dentists face: staying on top of Texas State Board of Dental Examiners (TSBDE) CE requirements.

The Board worked to find a solution to what it noted was a messy and stressful endeavor, which led to TDA Perks Program and TDA commissioning TDA Dental Concierge.

Released in February 2022, the app and learning management system (LMS) provides an easy way to keep track of completed CE courses and outstanding requirements, offers high quality CE courses at low cost, and makes submitting CE documentation to TSBDE easy in the event of an audit.

In just a few months, it garnered more than 1,800 registered users who completed more than 1,000 live and on-demand courses (offered in the LMS).

Here’s a rundown of three key functions it performs for you.

Tracks and Organizes Your CE Hours

The app organizes all CE completion documentation for you, sorting them into appropriate requirement categories and storing them in a digital vault until needed.

If you take CE courses offered through TDA Dental Concierge’s LMS, the sorting and organizing is performed automatically.

For courses completed outside the app, information must be entered manually. You simply upload a photo of the completion certificate, check the box for the requirement it applies toward, and enter the completion date.

Progress toward meeting requirements is charted via a color-coded dashboard where you can see which courses and categories need to be completed and/or are fulfilled. As deadlines approach, reminders are sent via app alerts or emails at a frequency customized by you.

Provides Quality CE Courses at Low Cost

The second key function of TDA Dental Concierge is to offer an ever-growing collection of high-quality CE courses—live and pre-recorded—at a lower cost to TDA members.
Among the courses added to TDA Dental Concierge its inaugural year were:

  • A controlled substance course that enables dentists to meet all controlled substance CE requirements. This popular 4-hour live course, “Safe and Effective Pain Management When Ethically Prescribing Opioids and Other Controlled Substances to Dental Patients,” will continue to be offered on select dates through February 2023.
  • Self-study courses from prestigious The Pankey Institute, available on-demand. These provide 2–3 hours of CE credit each.

Note: TDA is an ADA CERP Recognized Provider.1

Keeps You Ever-Ready For an Audit

The app’s third key function is to make submitting CE documentation to TSBDE a snap. TDA Dental Concierge’s digital vault will store your CE documentation—organized and at-the-ready for submission —should an audit notice arrive in the mailbox.

For Your Team

TDA Dental Concierge is also available for your team. The app debuted its RDH and RDA modules in late May, enabling team members to access the same features available to you: track completed CE and what’s lacking, provide access to quality CE, and simplify the license-renewal process.

You can sign up your staff and gift it to them, or simply share the information with them. Staff pricing is $4.99 /month.

TDA Dental Concierge is available for download through Google Play and the Apple App Store free of charge for TDA members. The app is available to non-TDA members for a monthly fee of $9.99. You can learn more and browse through courses at

More than $11 million was scheduled to be refunded to TDA members with the help of a TDA Perks Program.2

Many dentists were incorrectly told they didn’t qualify for the ERC (Employee Retention Credit)—a significant, fully-forgiven stimulus.

A large number of TDA members were not aware that changes to IRS rules made many of them eligible for a significant tax credit.

The Employee Retention Credit (ERC)–created under the Coronavirus Aid, Relief and Economic Security (CARES) Act—allows qualified small businesses to claim up to $26,000 per employee as a fully-forgiven tax credit for 2020 and 2021—even if they received Paycheck Protection Program (PPP) funding.

When it was introduced, there were many restrictions attached, and business owners were often inaccurately told by their accountants they didn’t qualify for it. (Note: If you haven’t applied for the credit, you still have time. In general, your practice qualifies if it was able to retain your employees during 2020-2021; and if it experienced one or more of the following: revenue reduction, supply chain disruptions, or full or partial shutdowns.)

The ERC’s confusing qualifications and complex tax code meant many accountants may not have known how to maximize the credit or had only a partial understanding of it. It also meant that had small business owners filed on their own, they might have missed out on funds they were entitled to receive.

In mid-May, TDA Perks Program partnered with ERC Specialists, a specialty payroll company exclusively dedicated to simplifying the complex filing process and helping businesses maximize their credit. The company’s team of CPAs, Certified Payroll Providers (CPPs), and tax lawyers oversaw their clients’ credits to maximize them while ensuring they were staying within the guidelines of the program.

By mid-October (the time of this writing), 407 TDA members started the process of filing through ERC Specialists. Roughly half had refund amounts estimated, with the collective amount exceeding $11 million.

TDA Perks Program sincerely hopes that its 2022 efforts touched you in tangible ways as it continues its mission to provide value to you and for your profession.

If you have questions and would like to speak with someone at TDA Perks Program, please feel free to call Josh Epstein at 512-443-3675 x 161 or schedule a call via the button below.

1ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
2Current figure at the time of this article’s writing in mid-October 2022. The figure will likely be substantially higher at publication.