Helping Tax Professionals
Start & Scale A Service
Bureau Successfully

Helping Tax Professionals
Start & Scale A Service
Bureau Successfully

What Is A Service Bureau?

The secret business within the Tax Industry

A Tax Service Bureau is a business model within the tax preparation industry that allows you to provide your own custom branded software to other tax professionals.Typically Service Bureaus offer other services such as technical support, customer service, and bank onboarding to those who enroll with their software.

If you’re already a tax professional and paying for tax software, you could be leaving thousands of dollars on the table each year by not controlling your own software and the fees associated with it.

How Do Service Bureaus Make Money?

The most lucrative business model within the industry

Becoming a Service Bureau is one of the most lucrative business models within the industry as it provides you with multiple streams of revenue and the ability to increase your revenue in the off season.

The main ways that
Service Bureaus make money are:

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Service Bureau Fees:

The primary focus and revenue generator for your Service Bureau is through Bank Products funded through your Service Bureau. Every Bank Product that is funded through your software provides you what’s called a “Service Bureau Fee”, this is paid by the customer and that fee goes directly to you as the Service Bureau and is paid in real time.

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Up Front Revenue:

This is revenue you’ll collect immediately from selling your “Service Bureau Packages”. This could be anything from just selling a single software license to another Tax Professional, or creating a Tax Academy you sell which provides everyone who enrolls access to your software. We provide multiple training and resources on the best practices and methods you can use to collect revenue immediately as a Service Bureau.

Additional Fees:

In addition to Service Bureau Fees, you may also leverage other fees that are paid by the customer, such as “Technology & Transmission Fees, Service Bank Fees, Audit Protection Fees, and Addon-Fees. These fees are paid out generally to you in July.

Volume Rebates:

Once you have grown to a certain volume tier within our program, you’ll be eligible to receive additional rebates aside from what you add-on to your Service Bureau Fees as an added incentive. As an example, once your Service Bureau as a whole does 500 bank products, we provide you an additional $8 for every bank product funded (so you would receive an additional $4,000 from the 500 you’ve already funded from us in July).

Renewal Revenue:

Once you’ve sold someone your software, you can determine if you’d like to charge them annually for it (we recommend you do!). That means if you were to go sell your Software to 10 people, and charge them a $1,000 renewal fee, you could collect $10,000 the following year without needing to go make any new additional sales.

What Is The Service
Bureau Accelerator Program?

The One And Only Program To Help You Start & Scale Your Service Bureau

The Service Bureau Accelerator program was designed for both those who are just starting out, or those who have an existing Service Bureau and are looking to scale.

As one of the largest Service Bureaus in the world ourselves, we know exactly what is required for you to find success as a Service Bureau which is demonstrated by the countless testimonials we have received from our growing community.

Here’s a breakdown of what’s included in the Service Bureau Accelerator Program: