SERVICE BUREAU SOLUTIONS
BUILD YOUR OWN
SERVICE BUREAU.
Professional tax software, training, onboarding systems, and support designed to help tax professionals build beyond tax preparation.
Software • Training • Onboarding • Business Support
READY FOR MORE?
YOUR TAX BUSINESS CAN GO BEYOND PREPARING RETURNS.
If you're ready to grow beyond your own client list, a Service Bureau creates another way to serve tax professionals and expand your business.
01
Limited by Your Own Client Volume
Your growth is tied to how many returns you and your office can prepare.
02
No Software Distribution Model
You're using tax software but not yet providing software to other professionals.
03
Building Systems From Scratch
Training, onboarding, and supporting other offices requires structure.
04
Ready for the Next Level
You're looking for a way to expand your business beyond tax preparation.
A Service Bureau gives you another path to grow.
THE BUSINESS MODEL
WHAT IS A TAX SERVICE BUREAU?
A Tax Service Bureau provides professional tax software and support to other tax professionals. Instead of only preparing returns, you can build a network of tax offices using your software, systems, training, and support.
01 — PROVIDE SOFTWARE
Offer professional tax software to independent preparers and tax offices.
02 — SUPPORT YOUR NETWORK
Help your offices with onboarding, training, resources, and support.
03 — BUILD YOUR BUSINESS
Create another business channel by serving other tax professionals.
HOW IT WORKS
FROM TAX PROFESSIONAL TO SERVICE BUREAU.
Give clients a convenient branded mobile experience for uploading documents, completing required steps, and staying connected with your office.
01
BUILD & SET UP
Configure your Service Bureau software, branding, systems, and infrastructure.
02
TRAIN & ONBOARD
Complete training and build your process for enrolling and supporting tax offices.
03
ENROLL & GROW
Bring tax professionals into your network and support them through tax season.
WHAT'S INCLUDED
EVERYTHING BEHIND YOUR SERVICE BUREAU.
Software, systems, training, and support designed to help you build with structure.
01
Branded Tax Software
Provide a professional software experience connected to your business.
02
Service Bureau Training
Learn the structure and processes behind operating your Service Bureau.
03
Tax Office Onboarding
Create an organized process for bringing new tax professionals into your network.
04
Business Systems
Use workflows and processes designed to support your operation.
05
Enrollment Resources
Get tools to help you present your offer and bring tax professionals into your network.
06
Training Resources
Provide your offices with education and resources to help them operate confidently.
07
Technical Support
Get assistance when software and technical questions arise.
08
Office Management Tools
Keep your Service Bureau and participating offices more organized.
09
Growth Support
Access resources designed to support the development of your Service Bureau.
WHO IT'S FOR
BUILT FOR TAX PROFESSIONALS
READY FOR MORE.
EXPERIENCED TAX PREPARERS
For professionals ready to grow beyond preparing returns themselves.
TAX OFFICE OWNERS
For established offices looking to expand their reach and professional network.
FUTURE SOFTWARE PROVIDERS
For entrepreneurs ready to provide tax software and support to other tax professionals.
YOUR ROLE
YOU'RE BUILDING MORE THAN
A SOFTWARE BUSINESS.
A strong Service Bureau creates a complete experience for the tax professionals in its network.
Software
Give your offices professional tax software.
Onboarding
Help new tax professionals get set up.
Training
Provide education and business resources.
Support
Give your network a reliable place to get help.
BUILD FOR GROWTH
GROW BEYOND YOUR OWN TAX OFFICE.
Expand your reach by building relationships with other tax professionals and providing the systems they need to operate.
Build Your Network
Expand Your Brand
Create New Revenue Opportunities
READY TO LEARN MORE?
LET'S TALK ABOUT YOUR SERVICE BUREAU.
Tell us about your business and schedule a conversation to see whether our Service Bureau solution fits your goals.
Book a Call to Find Out More and Get Access to:
Professional Tax Software
Unlimited E-Files & Clients
Branded Mobile App
Easy Remote Signatures
How To Create Irresistible Offers For Your Tax Office!
The Ultimate Guide To Creating Referral Promotions
The 10x Referral Strategy
Fast Action Prospecting Strategies
Bulletproof List Building Formula
How To Generate An Endless Supply of Customers With Tax Nitro
Automate Your Tax Office With Tax Nitro
BONUS: Tax Return Exercises For Team Training
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ADDITIONAL RESOURCES
TOOLS TO SUPPORT YOUR GROWTH.
Marketing Resources
Resources for promoting your tax business and Service Bureau.
Referral Strategies
Guidance designed to help build professional referrals.
Business Automation
Systems and workflows to streamline repetitive processes.
Team Training
Educational resources for developing your tax team.
NOT READY FOR A SERVICE BUREAU YET?
START WITH PROFESSIONAL TAX SOFTWARE.
Get the software and support you need for your own tax office first.
READY TO BUILD?
YOUR SERVICE BUREAU STARTS
WITH THE RIGHT SYSTEMS.
See how My Tax Business in a Box can provide the software, training, onboarding, and support behind your Service Bureau.
Software • Training • Onboarding • Support
Professional tax software and Service Bureau solutions built for growing tax businesses.
Legal
Contact Us:
Email: [email protected]
Phone: +1 346-683-4343
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