Service Bureau Setup & Buildout

Once you’ve completed your onboarding process and our professional designers have created your software logo, we’ll start the buildout process of setting up your very own custom branded software. 

Our team has extensive experience in delivering branded software and setting up Service Bureaus. With our program having over 550 current members, we have streamlined the steps, making it easier than ever for you to sit back and relax as we take care of all the hard work behind the scenes.

The buildout process typically takes 7-10 business days, allowing you to quickly establish your Service Bureau and start leveraging the benefits of your branded software and unlimited licenses.

While we setup your software, you can continue to go through the video training or start to implement the multiple fast-action strategies our program recommends you take to start making sales right away. 

Many of our members go on to re-coup their initial investment back within the program within the first few weeks of joining the program. 


Service Bureau Setup & Buildout

As part of our program, you have the freedom to choose from two different software options: TaxSlayer Pro and OLT Pro.

To ensure you make the best decision for your specific situation, we provide personalized recommendations. Our team will assess your unique needs and guide you towards the software option that aligns most effectively with your goals and objectives.