Service Bureaus

Offer Top-Rated Tax Software for Your Clients

Increase your profits by providing your clients with great tax software at a better price.

What is a Service Bureau?

A service bureau is a business that provides tax software to other tax preparation businesses. As a service bureau, you provide tax preparation software branded under your own label, as well as provide all support, technical help, and professional guidance to those who buy your software.

 

The fees associated with providing this service can help grow your business and generate revenue for your bottom line.

Confident Businesswoman
Is a Service Bureau Model Right for My Business?

Becoming a service bureau with MyTAXPrepOffice is a great choice for the following tax preparation businesses:

Current Service Bureaus

If you already own a service bureau, switching to MyTAXPrepOffice is the smart choice. Our low white label and bank product fees and affordable per license pricing can help increase your profitability.

 

Bank product enrollment is seamlessly integrated into the software and your clients can choose from three trusted financial partners - Santa Barbara TPG, EPS, and Refund Advantage. 

Established Tax Offices

If you run an established tax preparation office then becoming a service bureau might be a good option to generate additional revenue. Generally, an established office would be an office that:

  • Prepares more than 200 returns yearly

  • Funds more than 200 bank products yearly

  • Has the resources and personnel to provide support to a large number of preparers

What are the Benefits?

Grow Your Business

Becoming a service bureau will allow you to expand your product offerings, diversify your revenue, and get new buyers by reselling tax preparation software to customers. 

 

Enhance Your Brand Recognition
 

Enhance and expand your company name with your own professionally branded tax software to resell to tax preparers.

Increase Your Revenue
 

Add revenue streams to your existing business that will increase your profit potential. Software license fees, tax preparation fees, E-file fees, financial products, bank product incentives, and training/consulting fees are just a few of the ways you can expand your bottom line.

Help Others Succeed
 

Help new and existing tax professionals grow their businesses. You will be providing software at a price you set and personalized service that a traditional software company cannot offer. 

Happy Businessman
Why MyTAXPrepOffice?

Custom Branded Professional Tax Software

Work with our team to brand the software with your desired logo and look.

 

Personalized Service

MyTAXPrepOffice will provide you with a service that is specifically designed to meet your needs. 

 

Tools to Manage Your Business

You will receive access to our Service Bureau portal, which will allow you to monitor and manage your clients with ease.

 

Training for Your Staff

MyTAXPrepOffice provides initial training to guide you through the software's functions and prepare your team to support your customers during tax season. 

Getting Started is Easy

For more information on becoming a service bureau, please complete the form below, and a representative will contact you. 
(The deadline for new service bureau setup for next tax season is October 30th.)