
Your own branded software + mobile portal
A done-for-you setup with backend support
— we stay in the background while you shine
Full IRS bank product access (advances, refund transfers, etc.)
Custom marketing flyers, templates & content made for your brand
100% of your profit — no hidden fees, no commission cuts
Add unlimited preparers under your login
Your downline gets expert-led training + bootcamp access
Weekly team check-ins + leadership support
Private community of top-performing EROs + office owners
Exclusive invites to our Tax Season Award Ceremony & recognition events
We provide backend checks + income audits to help you scale smarter
Personalized post-season growth plan to prep for next year
Early access to next-season upgrades, tools, and team resources
You're not trying to sit at a desk and do taxes all day.
You want to build offices, scale teams, and let others prep — while you get paid from the volume, the bank checks, and the software licensing.
But most setups make you do the work, answer every question, and even do support… while someone else collects the backend.
That’s not a Service Bureau — that’s a hustle trap.

You get the FULL backend rebates — software, bank product, volume-based
You keep your own software licensing revenue — we don’t touch your profit
Your brand gets the credit — your name, your logos, your setup
You get branded onboarding links + done-for-you ERO and preparer setup
We handle the team training and tech questions — you just focus on growth
Full dashboard access to every return, every dollar, every ERO under you
Marketing tools included — website links, flyers, IG post templates
Award ceremony & bonuses based on your team's performance