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:

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.

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:

White Glove Service
Bureau Onboarding

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Software Branding
& Logo Design

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Service Bureau
Setup & Buildout

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Service Bureau Operations
& Software Training

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Platinum Software
Tech Support Package

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

7 Figure Service
Bureau Strategies

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Marketing Mastery
Training

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Tax Nitro Exclusive
Marketing Package

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Software Value
Asset Package

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Bulletproof Sales
Strategies & Training

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Unlimited Software
Licenses

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Dedicated Support
Channels

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Ongoing Group
Coaching Calls

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Private Facebook
Group

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Keep 100%
Of Your Fees

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

No Yearly Fees

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Client Testimonial

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore Lorem ipsum dolor sit amet, con nsectetuer adipiscing elit, sed diam nonummy nibh euismo tincidu. laoreet dolore

Want to Learn More About The Program?

What Are Your Options For
Becoming A Service Bureau

Software Direct

If you go directly to the Tax Software provider, you’ll typically pay anywhere from $3,000 to $10,000 annually for their
licensing and branding fees, and that’s only if you have a high amount of Bank Product volume history for them to
consider making you a Service bureau.

In addition to this, you’ll be provided no training, support, or guidance on how to actually go out and grow your Service
Bureau, you’re just provided the branded software, and an expensive price tag!

Worst of all, if you go software direct, you’re responsible for providing all the technical support to all of your clients,
limiting your freedom to grow and adding additional expenses you need to incur to run your business.

Other Service Bureaus

You can go to other Service Bureaus however they typically charge anywhere from $3,500 to $8,000 in annual license
fees, and in many situations they may even add their own fees or take a percentage of your prep fees without you
knowing.

Many of these Service Bureaus also provide little to no guidance, support, or marketing strategies for you to learn how
to go out and successfully grow your business as they’re more concerned with their own growth goals.

Service Bureau Accelerator

Partnering with us allows you to typically generate more revenue per bank product immediately on your existing
volume based on our negotiated Software Deals, PLUS provides you with everything that was discussed earlier on this
page.

You’ll receive your own branded software, technical support is included for you and all your clients, you’ll receive 100%
of your fees, and you’ll get access to our proven training and strategies to help you start and grow your Service
Bureau business.

Enrolling In The Program

Join over 450 Tax Professionals In The #1 Service Bureau Program

• White Glove Service Bureau Onboarding ($997 Value)

• Software Branding & Logo Design ($997 Value)

• Service Bureau Setup & Buildout ($1,997 Value)

 Service Bureau Operations & Software Training ($1,997 Value)

• Platinum Software Tech Support Package ($1,997 Value)

7 Figures Service Bureau Strategies ($997 Value)

Marketing Masterty Training ($1,497 Value)

• Tax Nitro Exclusive SB Marketing Package ($1,997 Value)

• Software Value Asset Package ($997 Value)

• Bulletproof Sales Strategies & Training ($797 Value)

Unlimited Software Licenses ($2,997 Value)

• Dedicated SBA Support Channels ($997 Value)

Ongoing Group Coaching Calls ($1,497 Value)

• Parivate Facebook Group ($997 Value)

No Yearly Fees ($4,997 Value)

Client
Testimonial
Videos

Enrolling In The Program

Join over 450 Tax Professionals In The #1 Service Bureau Program

• White Glove Service Bureau Onboarding ($997 Value)

• Software Branding & Logo Design ($997 Value)

• Service Bureau Setup & Buildout ($1,997 Value)

 Service Bureau Operations & Software Training ($1,997 Value)

• Platinum Software Tech Support Package ($1,997 Value)

7 Figures Service Bureau Strategies ($997 Value)

Marketing Masterty Training ($1,497 Value)

• Tax Nitro Exclusive SB Marketing Package ($1,997 Value)

• Software Value Asset Package ($997 Value)

• Bulletproof Sales Strategies & Training ($797 Value)

Unlimited Software Licenses ($2,997 Value)

• Dedicated SBA Support Channels ($997 Value)

Ongoing Group Coaching Calls ($1,497 Value)

• Parivate Facebook Group ($997 Value)

No Yearly Fees ($4,997 Value)

Client
Testimonial
Videos

FAQS

Q: Lorem ipsum dolor?

A: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam
nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat
volutpat. Ut wisi enim ad minim veniam, quis nos

Q: Lorem ipsum dolor?

A: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam
nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat
volutpat. Ut wisi enim ad minim veniam, quis nos

Q: Lorem ipsum dolor?

A: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam
nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat
volutpat. Ut wisi enim ad minim veniam, quis nos