Service Bureau

Level Four (Build Brand) $3,750.00

100% Access to Everything

  • EFIN Required: Yes
  • Minimum Required Completed Tax Returns: 275

The Service Bureau pro package is for experienced tax professionals that are ready to go out on their own and build their own brand. This package is for those that do not need any help completing a tax return. With this package, you will be able to cobrand and sell software. We will thoroughly train you so that you can train your team. This package will allow you to sign up partners of your own. This package comes with your own Tech Support team to help you and your tax partners.

The Process for Your Partners

  • Complete their client's tax returns
  • Send return to your company for review
  • You send returns to the IRS

Recommended Add On’s

  • Mobile App
  • Website

*Rebates & Add On’s Included (Contact us for More Details)

What’s Included

  • No Split
  • EFIN Required
  • Min. of 150 Returns 
  • 10 Free User IDs
  • Tech Support
  • Return Walk-Through
  • Professional Software
  • Your Own Business Name
  • Bank Registration
  • IRS Registration
  • Client Forms
  • Free Website & App
  • Tech Support Team