Here's A "Sneak Peak" Inside Our Training

What's Included In Our Program:

White Glove Service Bureau Onboarding

Upon enrolling in the program you’ll speak with one of our dedicated support representatives who will assist you with getting access to all your necessary logins, provide you access to our onboarding portal, and schedule you for your kick-off call.

Software Branding & Logo Design

Your software will require a new logo and we’re here to help. One of our professional designers will provide you with a new logo, brand guide, and pre-designed social media templates so you can go promote your new software in style!

Service Bureau Setup & Buildout

So now that your brand is done, our team can now go through all the steps of actually creating your branded software and service bureau. There has never been an EASIER way for you to get your software & service bureau setup than through our program.

Service Bureau Operations & Software Training

You’ll have access to on-demand training videos along with multiple 1 on 1 walkthrough calls to break down each part of the software so you become a master at navigating through your software and operating as a Service Bureau. We also provide training videos for your clients!

Platinum Software Tech Support Package

If you were to go out and start your own service bureau direct through the software companies, you have to provide your own tech support, or pay them every year to use their support services. With our program you’ll have a dedicated phone number placed directly on your software that ANYONE using your software can call and get support.

7 Figure Service Bureau Playbook

There is no where else in the industry where you can get proven strategies that have created multiple 6 and 7 figure service bureaus. It just does NOT exist anywhere else except in our program. In this training we are going to completely break down the Service Bureau industry and provide you with the correct strategies to go out and scale.

Bulletproof Sales Strategies & Training

Once you know how you want to grow your Service Bureau from going through the Playbook, we'll show you how to package, name, and sell your Service Bureau Offers. Our training will show you how to truly separate yourself and create a unique selling proposition that stands out from the rest of the market.

Marketing Mastery Training

Now that you know what your Service Bureau Package is and how to sell it, it's time to learn how to put your offer in front of the right people. We cover over 11 different marketing strategies such as leveraging Facebook groups & networks, to running paid Facebook & Instagram advertisements to fill up your calendar while you sleep.

Tax Nitro Exclusive Marketing Package

We want to make sure you're equipped with the right tools to market and build your Service Bureau, which is why we've partnered with Tax Nitro to offer an exclusive Service Bureau Package with their marketing software. This includes pre-paid landing pages, websites, and training portals to help you brand and promote your Service Bureau.

(Additional Subscription Required of $79/month - Completely Optional)

Software Value Asset Package

For those who enroll with Tax Nitro, we want you to be able to offer more than "Just Software" which is why this package includes a series of bonus trainings, resources, and strategies that you can give your customers along with your software that are designed to deliver massive value and help them grow their business!

Unlimited Software Licenses

With our program you get UNLIMITED licenses for your software, meaning you can go and sell as many offices as you want and it costs you NOTHING! This means you can go and sell your branded tax software for $1,000 every year to as many clients as you want without any additional costs to you.

*For TaxSlayer Pro and OLT Pro

Dedicated SBA Support Channels

We’re not just here to help you with tech support, we are here to help you with every aspect of your business. Whether you need guidance on implementing something inside our training, reviewing your your sales presentation slides, or maybe you want us to review your paid marketing campaigns, we're here to help through our various channels.

Accelerator Coaching Calls

These are exclusive interactive coaching calls that will be held live inside our program to give you real time strategies on what’s working today. Each week we host a variety of training calls for various topics, including Software Training, Sales Training, Tax Nitro Training and open Q&A calls to dive into anything in particular you’d like to discuss.

Exclusive SBA Community Access

Get access to our exclusive Facebook Group with 450+ other like minded Tax Professionals who are also building their Service Bureaus. Everyone is always sharing their wins, showing what’s working for them, and answering any questions you may have in a timely manner. This is the only Facebook Group on the PLANET specific for Service Bureaus!

No Yearly Fees

Why pay yearly fees for Software when you can pay just one time! As long as your Service Bureau hits the low minimum of 200 funded bank products, the $1,000 annual renewal fee is waived. All yearly software upgrades are also included PLUS you keep 100% of your Addon Fees, Service Bureau Fees and Tax Preparation Fees.