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.

Package Requirements

Level Four (Build Brand)


  • 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
  • Complete your client’s tax returns
  • Send it into our main office
  • Tax Box Pro review the return
  • The return is sent to the IRS
Related Products

Level Three - Build Team


Level Two - Pro Kit


Level One - Starter Kit