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Service Bureau

Provide Premium Tax Software for Your Clients

Boost your profits by offering your clients exceptional tax software at competitive prices

WHAT IS A SERVICE BUREAU?

A service bureau is a business that supplies tax software to other tax preparation companies. As a service bureau, you offer tax software branded with your label and provide comprehensive support, including technical assistance and professional guidance, to your clients.

The charges for offering this service can enhance your business growth and contribute to your overall revenue.

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    IS A SERVICE BUREAU MODEL A GOOD FIT FOR MY BUSINESS?

    Choosing to become a service bureau with Tax Software in a Bag is an excellent option for the following tax preparation businesses:

    Established Tax Offices

    If you operate an experienced tax preparation practice, becoming a service bureau could be an excellent way to increase your revenue. Typically, an experienced practice is defined as one that:

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    • Processes more than 200 bank products each year

    • Prepares over 200 tax returns annually

    • Has the necessary resources and staff to support a large number of tax preparers

    Ongoing Service Bureaus

    If you currently manage a service bureau, transitioning to Tax Software in a Bag is a wise decision. Our low-cost white label and bank product fees, along with affordable per license pricing, can boost your profitability. Bank product enrollment is effortlessly integrated into the software

    ADVANTAGES OF BECOMING A SERVICE BUREAU

    Branding Opportunities

    Service bureaus can offer white-label solutions, allowing tax preparers to brand the services as their own, enhancing their market presence.

    Increase Revenue

    Expand your profit potential by adding new revenue streams to your existing business. You can boost your earnings through software license fees, tax preparation fees, E-file fees, financial products, bank product incentives, and training/consulting fees, among other opportunities.

    Scalability

    As a service bureau, you can support multiple tax preparers and offices, enabling you to scale your business efficiently without significant additional costs.

    Grow Your Business

    Becoming a service bureau enables you to broaden your product offerings, diversify your revenue streams, and attract new clients by reselling tax preparation software.

    Support Others in Achieving Success

    Assist both new and experienced tax professionals in expanding their businesses. By offering software at your chosen price and providing personalized service, you'll deliver a level of support that traditional software companies cannot match.

    WHY TAX SOFTWARE IN A BAG?

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    Business Management Tools

    Gain access to our Service Bureau portal, enabling you to effortlessly oversee and manage your clients.

    Staff Training

    Tax Software In A Bag provides comprehensive initial training to familiarize your team with the software's features and prepare them to assist customers during tax season.

    Tailored Service

    Tax Software In A Bag offers services specifically designed to cater to your unique requirements.

    Custom Branded Professional Tax Software

    Collaborate with us to customize the software with your own logo and preferred design.

    Ready to Start your Service Bureau Journey?

    SIGN-UP TODAY

    Are you currently a software reseller?
    Yes
    No
    Preferred contact method
    Email
    Phone
    Single choice
    Morning
    Afternoon
    Evening
    Number of tax returns filed
    1-100
    101-250
    250+
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