Service Bureau

Co-brand your software and start earning Service Bureau fees instead of paying them.

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Branded Software dashboard

Branded Software

Match everyting to your Brand and Style. Get your own Software with a custom link and add your logo.

Help other Tax Pros by selling the software at discounted price.

Hassle Free Demo, Give out demo link to potential clients and let them create a demo account.

Back-end Birds-eye view

Access all of your offices from an exclusive back-end service bureau login.

On-board, set up, and activate new office licenses directly from your account hub.

Review each return with your company wide review que that helps streamline your filing process.

Run company wide or individual office reports to gain insight of your company in minutes.

All The Data
Man climbing steps

Revenue Generator

Generate revenue in multiple ways and keep 100% of all add-on fees.

Charge Service Bureau Fees to other tax pros and get paid from each of their funded bank products.

Offer and/or add-on fees to the Audit Protection that comes built in to your software.

Offer and/or add-on fees to the Identity Protection that comes built in to your software.

Best-kept Secret of the Tax Industry​

In short...

  • Any Tax Pro can become a Service Bureau

  • Get your own Branded Tax Software

  • Help other Tax Pros by selling the software at a discounted price.

  • Earn extra Revenue from their Funded Bank Products.

  • Keep 100% of your add-on fees and Service Bureau fees

Security
Get

Everything You
Need For Your Service Bureau

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Branded Software with Unlimited Licenses

Your brand, your style, your software. Launch with a custom link and branded logo.Sell more, earn more—our unlimited software licenses mean no limits and no extra fees.

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VIP Onboarding & Customization

Following enrollment, your assigned support expert will walk you through system access, onboarding, and how to manage additional licenses with ease.

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Service Bureau Roadmap & Training Videos

Unlock Instant Access to the Complete Service Bureau Launch & Training Blueprint. Gain access to our pre-recorded software training — available for you and all your sub-offices.

dedicated support

Dedicated In-House Support

Full Technical Support Coverage for You and Every Office Under Your Brand.

Revenue Generator and Volume Rebates

Offer add-ons like Audit Protection to boost your income. Unlock More Earnings — The More You File, the More You Get Back

Our Banking Partners Refund Advantage SBTPG Refundo Republic Bank |

Integrated Bank Products

Choose from any of the industry's leading refund transfer banks and start collecting your fees from your customer's refund.

Offer Cash Advance

Attract more customers by offering cash advances as soon as January 2nd.

GIVE US A SHOUT!

Request a dmeo today. Use the from to drop us an email or give us a ring.

Help us get to know you.

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