Is a Service Bureau model right for my business?
If you already own a service bureau or are a tax software reseller, switching to TaxWise is the smart choice. Our low fees and affordable pricing can increase your profitability.
If you run an established tax preparation office, then becoming a service bureau might be a good option to generate additional revenue.
Generally, an established office would be an office that:
- Prepares more than 200 returns yearly
- Funds more than 100 bank products yearly
- Has the resources and personnel to provide support to a large number of preparers
Bank product enrollment is seamlessly integrated into the software and your clients can choose from our many trusted financial partners and banking options - Santa Barbara TPG, 3Fund, EPS, Refund Advantage and Fee Collect. To learn more about our refund transfer solutions, please have a look here.
What are the benefits of a Service Bureau business model?
Grow your business – Becoming a service bureau or tax software reseller will allow you to expand your product offerings, diversify your revenue, and acquire new customers by reselling tax preparation software.
Enhance brand recognition - With your own professionally branded tax software to resell to other preparers, you can enhance and expand your brand to reach new markets.
Increase revenue – Want to earn more revenue outside of tax season? Add new income streams to your existing business by becoming a tax software reseller.
Through this growth-oriented business model, you can set your own software license fees, tax preparation fees, service bureau fees, E-file fees, financial products, bank product incentives and training/consulting fees. These are just a few of the ways you can expand your bottom line by becoming a tax software reseller.
Help others succeed - Help new and existing tax professionals grow their business by reselling tax software at a price you set and offering a personalized service that a traditional software company cannot offer.
