Skip to page content

Build Trust. Elevate Your Brand. Grow Your Service Bureau.

Custom co-branding solutions for tax professionals.

Take your Service Bureau to the next level with a personalized software experience. Put your brand in front of clients while Tax Processors Plus supports the tools behind it.

Empower Clients With a Brandable Mobile App

Seamless tax filing at your fingertips. Give clients a direct way to stay connected to your office, with a mobile experience personalized to your brand.

  • Snap and upload

    Clients can send photos of their tax documents directly from the app.

  • Review and sign

    Clients review and electronically sign their tax forms securely.

  • Keep the conversation going

    Real-time messaging connects clients with their tax professional.

  • Make it your own

    Personalize the app with your branding for a professional client experience.

Existing mobile app home screen with My Taxes, Upload Documents, Sign Documents, and Chat
Home screenTax tools and conversations in one place.
Existing mobile app document-upload screen showing the Upload Documents action
Document uploadA direct way for clients to send their paperwork.
Existing mobile app Add Dependent screen populated with sample information
Dependent detailsCollect the information needed for a client’s return.

Mobile app screenshots with sample information. Select a screen to take a closer look.

Tax Submission in Three Simple Steps

Your branded link starts the process. The app keeps the next steps within reach.

  1. Download

    Clients download your branded app from your branded link.

  2. Submit

    They snap photos of their tax documents and upload them securely.

  3. Sign

    Clients review and electronically sign their tax forms directly within the app.

Your Brand. Our Expertise Behind It.

Build a Service Bureau with a professional identity clients recognize and the support of Tax Processors Plus.

  • Increase client trust with your own professional branding.
  • Bring our tax software expertise together with your brand.
  • Use marketing materials and tools customized to your style.
  • Build credibility in the tax preparation industry.

Choose the Branded Package That Fits Your Business

Build your multi-office brand or support a network of preparers. Compare the two paths, then explore the full package details.

Multi-Office Branded Package

Multi-Office Branded software box with Your Logo Here on the front

Put your own name behind a growing tax office operation.

  • Free logo design
  • $0 Service Bureau fee
  • Additional revenue options through software upcharges and e-file fees
  • Your logo on software and materials
  • Office start-up loan assistance
View Multi-Office package

Branded Service Bureau

Service Bureau software box with Your Logo Here on the front

Expand the branding and tools behind your preparer network.

  • Unlimited software licenses
  • Service Bureau fee control with expanded income options
  • Expanded branding options to sell under your own brand
  • Everything in the Multi-Office Branded Package
View Service Bureau package

For complete inclusions and help choosing, compare all TPP packages or talk with our team.

A Brand That Grows With Your Tax Business

From an independent practice to a network of offices, co-branding keeps your business identity at the center of the client experience.

Family Tax Offices

Enhance client service with a professional tax software experience under your own name.

Service Bureaus

Support tax preparers and offices with co-branded software that reinforces your business’s identity.

Independent Tax Preparers

Build your brand and offer clients a consistent, professional experience with custom-branded software.

Accounting Firms

Extend your tax preparation offering with co-branded software alongside your existing services.

Tax Consultants

Help simplify the tax process for clients while keeping your business name top of mind.

Financial Advisors

Offer tax preparation services under your own brand as part of a broader client relationship.

Multi-Office Practices

Bring consistent branding to your software across locations for a cohesive client experience.

Tax Franchises

Carry a unified business identity across franchise locations with branded tax software.

Payroll Services Providers

Expand into tax preparation with a branded software solution alongside your payroll services.

Still Have Questions?

Every tax office is unique. Here are the details to consider as you build your brand.

Ask our team about co-branding
What is co-branding, and how does it benefit my Service Bureau?

Co-branding gives your Service Bureau a personalized version of the tax software featuring your own branding and identity. It helps you maintain a professional image and offer established tax processing tools under your brand without developing software yourself.

Will clients see my brand in the software?

Your co-branded software experience features your business’s name and identity so clients recognize your company. Explore the sample login to see how that looks, and ask our team to walk through the branding options included with your package.

What support comes with a co-branded software package?

Tax Processors Plus provides training and onboarding to help your team get comfortable with the software, along with ongoing technical support and resources for questions that come up as you run your business.

How quickly can I launch after signing up?

Branded software setup is typically 3–5 days. Talk with our team about your branding needs and confirm the expected timing for your specific launch.

Start Building Your Brand Today.

Choose the software and support that fit your next stage of growth.

Illustrated tax professionals presenting the co-branded sample software login

Choose The Support Path That Fits Your Tax Business

Whether you are preparing returns, managing a tax office, or building a Service Bureau, Tax Processors Plus gives you the software, systems, and support to operate with more control.

Start With The Right Setup

Talk with our team about where you are now and what kind of tax business you are trying to build.

  • Understand your current office needs
  • Review software and support options
  • Get pointed in the right direction

Compare TPP Packages

Explore package options built for tax pros who need software, support, and tools for growth.

  • Professional tax software options
  • CRM and automation tools
  • Support for growth focused offices

Build Toward Service Bureau Growth

See how the right package can help you support preparers, manage offices, and build a stronger backend.

  • Support other tax preparers
  • Manage multiple office needs
  • Keep your operation organized

Need Help Choosing?

Not sure which path fits your office? Reach out and we will help you understand what makes the most sense.

  • Get help reviewing your options
  • Ask questions before choosing
  • Plan your next move with support