Stop paying a service bureau.
Become one.
Launch your own branded tax software and bank product business. Set your own fees, earn on every return your preparer network files, and grow your office with local AI-search visibility, starting with a free audit.
Check your eligibility
Answer a few questions, then pick a time for your discovery call. No obligation.
Thanks, there. Pick a time for your discovery call.
No obligation · Free AI visibility audit · Bilingual team
Book my call → Or call (945) 319-8633Right now, someone else's service bureau earns on every return you file.
You recruit the preparers. You do the work. Your bureau sets the fees, puts its name on the software and keeps the margin. As a partner, that margin is yours.
Whose brand preparers see
Who sets the fees
Revenue from your network's returns
Post-season volume bonus
Help getting new clients
Seven ways to earn. You set the price on six of them.
Software license fees
Charge each preparer a season license: flat, per-season or tiered.
Service bureau fees
Your fee on each funded bank product your network processes.
Technology fees
A transmission or technology fee per return, set by you.
Training & onboarding
Charge new preparers for setup and training, using our materials.
Add-on services
Offer audit protection and other add-ons to your network.
Annual renewals
Preparers who stay renew every season, with recurring revenue for you.
Volume bonus from APEX
$5,000 to $20,000 after the season, by funded volume, once you reach 250+ funded bank products.*
Check my eligibility →What a 10-preparer network could look like.
This example assumes 10 preparers, 30 funded bank products each (300 total) and 500 returns, using example fees. Your fees, your network and your volume will be different.
Hypothetical illustration only. Not a projection, promise or typical result. Many partners earn less, especially in their first season. Results depend on your fees, recruiting, preparer volume, bank approvals and costs.
Your next clients are asking AI who to call. Make sure it says your name.
Taxpayers don't just search Google anymore. They ask ChatGPT, Google's AI answers and their phone's assistant: "Who's the best tax preparer near me?" Answer Engine Optimization (AEO) helps your office show up in those answers and in local map results.
Every partner gets a free Local AI Visibility Audit from our marketing partner. If you want help closing the gaps, ongoing local AEO is available as an optional paid service.
Local AI Visibility Audit
Free for partners- Add services and Spanish keywords to your Google profile
- Launch a review request after every return
- Publish an FAQ page AI assistants can cite
Everything you need to run a bureau, without building one.
White-label software
Professional tax software under your brand. Preparers see your company name.
Admin dashboard
Manage users, return activity, bank product status and compliance in one place.
Bank products
Refund transfers, refund advances, prepaid cards and check disbursements through partner banks.
Setup & branding
1-on-1 onboarding: we configure your brand, bank products and admin account.
Training library
Onboarding guides and software tutorials to train your preparers.
Dedicated contact
Year-round bilingual support and one person who knows your account.
Recruiting plan
No network yet? We help you build a recruiting plan before you sign.
Local AEO audit
Free AI visibility audit, with optional ongoing local AEO from our marketing partner.
APEX Tax CRM (optional)
Reminders, booking, inbox and 24/7 AI agents for you and your network.
Built for operators, not hobbyists.
What you'll need
From application to your first season.
Apply & book a call
Answer a few questions and pick a time.
Discovery call
We review your volume, network and goals, set your tier, and run your free AI visibility audit.
Sign & brand
Sign the agreement. We configure your brand, bank products and dashboard.
Recruit & onboard
Bring in your preparers and train them with our materials.
File, earn & get your bonus
Earn on your network's returns; qualifying partners collect the bonus after the season.*
Funded bank products across your whole network, including your own office's returns. Refund transfers and refund advances qualify; we confirm the full list on your discovery call.
By your network's total funded volume for the season. Higher volume reaches higher tiers, from $5,000 to $20,000. You'll get the full commission schedule before you sign.
You stay in the program and keep every other revenue stream. The volume bonus starts once you reach the threshold.
Yes. We'll help you build a realistic recruiting plan on your discovery call, before you sign anything.
Yes, if your current contract allows it. We help with data migration and bank product re-enrollment.
Answer Engine Optimization helps your office appear when people ask AI assistants and Google for a tax preparer nearby. The visibility audit is free for partners. Ongoing local AEO is an optional paid service from our marketing partner, priced separately. No one can guarantee rankings or placement in AI answers.
[PARTNER COST & TERMS]. Everything is laid out in the partner agreement before you sign.
No. The software and materials carry your brand.
You already do the work. Own the business.
Your brand, your fees, a bonus for volume, and a free AI visibility audit to help you grow.