Maximize efficiency with TaxWise Service Bureaus

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Whether you run a multi-office tax operation or a large service bureau, TaxWise can help take your business to the next level. You need a partner who understands how challenging it can be to run a service bureau. With our expertise in the tax industry, we can help you maximize efficiency across offices, grow your business and increase your revenue. By becoming a TaxWise service bureau, your tax office can take advantage of:

  • White label tax software powered by TaxWise
  • Customize your offerings
  • Dedicated support resources

Existing Service Bureau Customers

Frequently Used Resources
Solution Center
TaxWise Solution Center
Central Office Manager Customer Product Support
Central Office Manager 
TaxWise Online Login
TaxWise Online Login
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Refund Transfer Products
TaxWise offers a wide selection of fee payment options that allow your clients to deduct the tax preparation fees from their tax refund; ranging from traditional refund transfer products (bank products), to low-cost options at no cost to your taxpayer.
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Central Office Manager

Multi-office management with TaxWise is simplified with our Central Office Manager, a cloud-based tool that assists with your multi-office setup, tax season monitoring and support for your sub-offices.
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Remote Tools
Offer packages that allow you to provide the sophisticated features you need to support your customers’ move to remote tax preparation securely, with options like Mobile, Vault, iFirm and e-Signature.
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White label tax software powered by TaxWise
As a service bureau, you will be able to white label TaxWise tax software with your own branding. Ensure you have access to a full suite of tax preparation software available in both TaxWise Desktop or TaxWise® Online. TaxWise value-added solutions are designed to fit your business and grow with your needs.
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Customize your offerings
TaxWise offers a wide range of solutions to help you elevate your business. Set your business apart from your competition and increase your revenue with the option to resell tools like tax education and CPE options, audit protection and assistance,  integrated tax help and office management.
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Dedicated support resources
Your business is unique and resources are available to help you and your business every step of the way -- from installations to co-branding, marketing materials, and a variety of bank product options. These options will help you build revenue, increase productivity and expand your service offerings.
When you’re thinking about growing your tax business, TaxWise will probably be the only product that you'll be able to train someone in 48 to 72 hours.
Rodolfo Lamas, CEO UpTax Software
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Contact us to learn more about becoming a TaxWise Service Bureau

Fill out the form to receive an introductory email and phone call from one of our Service Bureau Specialists.

Want to learn more about what a Service Bureau is? Be sure to visit our page here for more information.

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