Create Multiple Revenue Streams While Helping Other Tax Preparers Grow.
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KEEP 100%
YEAR-ROUND
Every license you sell is 100% yours. No franchise fees. No upline.

Add Up To $200
Per Bank-Funded Return
Set your own SB fee, collected before the preparer or taxpayer is paid out.

$17 Base
Add Up To $318
Collect the base transmitter fee plus add-ons on every transmission.

KEEP 100%
YEAR-ROUND
Recurring renewal income from every preparer on your platform — every season.

Earn a Percentage
Per Return
Earn a percentage of tax prep fees generated by tax preparers under your EFIN.

Up to $18
Per Funded Bank Product
Tiered post-season incentives that scale with your bureau's funded bank product volume.
Maximize Revenue & Keep 100% of Eligible Add-on Products

This is a Paragraph FoYou're Not Doing This Alone. We Help You Launch, Grow & Scale Your Service Bureau Every Step of the Waynt




Set your own Service Bureau fees and keep 100% of backend profits.

Tiered rebates, bonuses, and reseller perks that scale as your bureau grows. The more your network produces, the more you earn back.

No cap on growth. Add and manage as many preparers as you want — at no extra cost.

From branding to training to banking — your Service Bureau is live in as little as 7–10 business days.

Tiered rebates, bonuses, and reseller perks that scale as your bureau grows. The more your network produces, the more you earn back.

Learn to position your brand, recruit EFIN holders, and maximize earnings as an SB owner.

Master every feature of your branded software — from setup to advanced tools — with comprehensive training.
Volume incentive tiers
Volume incentives pay out post-season — pure profit on top of every other revenue stream. The bigger your network, the bigger your check.
Paid after the tax season closes
Stacks on top of SB, transmitter, and prep fees
Confirmed in your Service Bureau agreement

How it works
Brand Your Software
Customize the platform with your logo, colors, and branding. Launch a professional tax software solution that represents your business identity.
Build Your Network
Recruit and onboard tax professionals as your resellers. Create software access, enroll members into bank products, and grow your Service Bureau.
Earn Revenue
Generate income from software license sales and Service Bureau fees on every funded bank product return processed through your platform.
Success & Empowerment.
Everything you need to launch, grow, and scale your tax business
— software, CRM, AI tools, virtual assistants, and
Service Bureau opportunities
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