JOIN THE VIP TAX TEAM!

A Service Bureau provides software, support, and assistance to tax professionals. You can resale software with an option to brand the software with your own personal logo and color scheme. To be a great service bureau, you will want to be more than just a tax software provider. You will need to provide support, training and tech support to the tax professionals that are purchasing the tax software.

If you are new to the tax industry or if you have an established tax business, selling tax software is a great way to earn income and establish a loyal client base that creates multiple streams of residual income. You will have branded software and can build a solid team. You can grow your business by teaching others what you already know.

EXPERIENCED TAX PROFESSIONALS - ALTHOUGH NO EXPERIENCE IS NECESSARY, WE DO RECOMMEND THAT YOU HAVE PROCESSED AT LEAST 75 TAX RETURNS OR HAVE SOME PRIOR TAX KNOWLEDGE AND HAVE OR OBTAIN AN ACTIVE EFIN.

TEAM BUILDERS - TAX PROFESSIONALS WHO ARE GREAT AT LEADING AND BUILDING TEAMS. OTHER TAX PROFESSIONALS WILL NEED TO TRUST WHO YOU ARE AND JOIN YOUR TEAM.

ABILITY TO TRAIN - TAX PROFESSIONALS WHO HAVE TIME TO TRAIN AND EDUCATE THEIR PARTNERS OR HAVE ACCESS TO SOMEONE THAT CAN TRAIN FOR THEM.

STRONG WORK ETHICS - TAX PROFESSIONALS THAT HAVE A STRONG WORK ETHIC AND A POSITIVE MINDSET. BEING A SERVICE BUREAU REQUIRES YOU TO BUILD IT UP....IT WILL NOT BUILD ITSELF.

YOUR OWN BRANDED TAX SOFTWARE AND TRAINING AND SUPPORT

Training may be delivered through a combination of instructor-led sessions, online courses, self-study materials, and hands-on practice with the tax software platform.