Service Bureau Package

Comprehensive package for those wanting to build a scalable Service Bureau business.

Education & Training:

• Full Tax Course via teachable

• CEU platform access

• PTIN & EFIN assistance

• Complete business setup

• Logo design & branding kit

• Social media branding templates

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Custom Branded Tax Software with Mobile App:

• Professional website landing page

• Document storage setup (Sync/Google Drive)

• E-signature tool setup (SignNow/DocuSign)

• WISP template

• Appointment scheduler setup (Calendly)

• Intake form setup (Cognito or Jotform

• Marketing Masterclass

• Schedule C Masterclass

• Back office and workflows

• Hiring & team-building guidance

• Service Bureau development training

• Training on adding additional services

• Weekly Group Zooms