This done-for-you Service Bureau buildout is designed for tax business owners who sell tax software and manage multiple EROs and preparers — all with automation, structure, and compliance built in.
Advanced Service-Bureau Functionality:
This system includes everything in the Tax Business Buildout, plus:
- Tax preparer onboarding system
- ERO onboarding system for software purchasers
- Automated contract delivery for preparers and EROs
- Two fully automated workflows:
- One for PTIN holders (preparers)
- One for ERO holders
- Automated welcome, onboarding, and community access
- A custom-branded private community built to your brand
Your community launches with 10+ foundational resources:
- How to Get Your ERO
- How to Get Your PTIN
- How to Get Your EIN
- 30-Day Tax Bootcamp
- Jotform Links & Templates
- Compliance Resources
- Canva Templates
- Additional starter tools
Turnaround: 4-6 weeks
Enroll Now →