Tax Packages
$697
Level #1 – The Startup Kit
The Service Bureau Startup Kit Package is web-based use only. This kit is for the motivational entrepreneur eager to learn the tax business.
The Startup Kit is a professional tax preparation software with features to help you quickly and efficiently prepare and process returns. It is noted as the most efficient professional tax software program on the market today with killer features: Note Screen, Return Archiving, Tax Planner, Amortization Schedules, Automatic Data Flow, Update Prior-Year, Easy Back Up, and Updates.
Online Web - includes Forms 1040, 1040-A, and 1040-EZ, Schedule C – Profit or Loss from Business, plus all associated forms and schedules you would ever need to prepare a return, which is automatically added to the return, backed and saved as a return is being prepared.
With this package, you can expect a full range of bank products that can be used to ensure a best-in-class customer experience. Clients can receive their refunds quicker and easier, choosing from direct deposit, in-office check printing, and prepaid VISA/MasterCard options.
Package Requirements
- Revenue Split
- EFIN Required: Yes
- PTIN Required: Yes
- EIN Required: Yes
PACKAGE DETAILS
- Unlimited User Tax Software for 1040's
- Unlimited Tech Support
- Unlimited Returns
- Professional Software
- Self-Paced Software Training
- Income Tax Training (C.E. Hours)
- Free E-filing
- Offer Bank Products
- IRS PTIN Registration Assistance
- Partnership Program Revenue Model
- Weekly Training Call
$1497
Level #2 – The Growth Kit
The Service Bureau Growth Kit Package is for those ready to start and multiply with web-based and desktop software. The Growth Kit is a comprehensive professional tax preparation software that is web-based and loaded with features to help you quickly and efficiently prepare and process returns. It is noted as the most efficient professional tax software program on the market today with killer features: Note Screen, Return Archiving, Tax Planner, Amortization Schedules, Automatic Data Flow, Update Prior-Year, Easy Back Up, web-based, and Updates.
There are two packages: desktop and online web-based. Both include Forms 1040, 1040-A, and 1040-EZ, Schedule C—Profit or Loss from Business, plus all associated forms and schedules you would ever need to prepare a return. These are automatically added to the return, backed up, and saved as it is being prepared.
With this package, you can expect a full range of bank products that can be used to ensure a best-in-class customer experience. Clients can receive their refunds quicker and easier, choosing from direct deposit, in-office check printing, and prepaid VISA/MasterCard options.
Package Requirements
- EFIN Required: Yes
- PTIN Required: Yes
- EIN Required: Yes
- 100% Access to Everything
PACKAGE DETAILS
- Multi-Users
- Unlimited Technical Support
- Professional Software
- Self-Paced Software Training
- Mobile App
- Unlimited Individual & Biz Returns
- All States
- Free E-filing
- Weekly Training Calls
- Slack Communication
- Offer Bank Products
- Partnership Program Revenue Model
- Tax Office Flyers Design
- Pre-Made Website
- Print Ready Marketing Material
$3997
Level #3 – Scale Kit (Service Bureau)
The Service Bureau Scale Kit Package is for experienced tax professionals that are ready to go out on their own and build their brand. This package is for those who do not need any help completing a tax return.
The Scale Kit is a comprehensive top-tier professional tax preparation software loaded with features to help you quickly and efficiently prepare and process returns. It is noted as the most efficient professional tax software program on the market today with killer features: Note Screen, Return Archiving, Tax Planner, Amortization Schedules, Automatic Data Flow, Update Prior-Year, Easy Back Up, and Updates.
Two packages - desktop and online web-based - both include Forms 1040, 1040-A, and 1040-EZ, Schedule C – Profit or Loss from Business, plus all associated forms and schedules you would ever need to prepare a return, which is automatically added to the return, backed and saved as a return is being prepared.
With the professional kit, you can expect a full range of bank products that can be used to ensure a best-in-class customer experience. Clients can receive their refunds quicker and more accessible, choosing from direct deposit, in-office check printing, and prepaid VISA/MasterCard options.
With this package, you will be able to co-brand and sell software. We will thoroughly train you so that you can train your team. This package will allow you to sign up partners of your own. This package comes with your own Tech Support team to help you and your tax partners.
Package Requirements
- Company Branded
- EFIN Required: Yes
- PTIN Required: Yes
- EIN Required: Yes
- 100% Access to Everything
PACKAGE DETAILS
- Tech Support
- Professional Software
- Software Training
- Unlimited Individual & Biz Returns
- All States
- Your Business Name
- Offer Bank Products
- Bank Registration
- IRS Registration
- Client Forms
- Free E-Filing
- Free Website & App
- Weekly Training Calls
- Goal Setting/Strategy Session
- Marketing Training
- Cash Cow Revenue Model
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