How Can We Help?

A Service Bureau allows you to provide professional tax software and support to other tax preparers (sub-offices or EROs) under your authority. You earn revenue share on every return filed through your bureau. It's the fastest way to scale a tax business beyond just preparing returns yourself.

No prior experience required for the Starter package. We provide all the training materials and onboarding support you need to launch successfully. The Elite package does require an active EFIN (Electronic Filing Identification Number).

Once your purchase is complete, you'll receive instant access to your dashboard and onboarding materials. Most clients are fully set up and ready to file returns within 48-72 hours.

Starter ($899/yr) — Best for new tax professionals. Includes Service Bureau license, ERO recruitment, software access, and basic onboarding.

Pro ($1,499/yr) — For growing bureaus. Adds a full dashboard, PTIN + ERO recruitment, marketing system, training webinars, and dedicated onboarding.

Elite ($2,499/yr) — Top tier with 100% revenue share, full bureau authority, white-label marketing, leadership training, and priority support. EFIN required.

Yes! You can upgrade from Starter to Pro or Elite at any time. We'll prorate your existing subscription and only charge you the difference.

We offer a 30-day satisfaction guarantee. If you're not happy with your package in the first 30 days, contact us and we'll work with you to make it right.

All packages include professional tax preparation software with e-filing capabilities, a service bureau dashboard, and access to our training portal. Pro and Elite packages add marketing tools, CRM integration, and white-label options.

As a Service Bureau, you earn a percentage of every return filed by EROs and sub-offices under your authority. The Elite tier offers 100% revenue share — you keep everything your network produces.

Yes — that's the core of what a Service Bureau does. All packages include ERO recruitment rights. Elite tier offers unlimited recruitment with white-label marketing tools to help you scale faster.

All packages include access to our support team via message. Pro and Elite tiers add dedicated onboarding specialists, and Elite gets priority tech support with strategy sessions.

Yes. Starter includes training materials. Pro adds live training webinars. Elite includes leadership training and one-on-one strategy sessions to help you build and grow your network.

The fastest way to reach us is through our Contact page. Send us a message and our team will respond within 24 hours during business days.