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

Custom Co-Branding Solutions for all Tax Professionals

Take Your Service Bureau to the next level with Co-Branding Solutions

Boost client trust and build your reputation with a personalized co-branding program tailored for service bureaus.

Empower Clients with the Brandable Mobile App

App Screenshot

Seamless Tax Filing at Your Fingertips

  • Snap and upload documents directly from the app.

  • Securely sign tax forms electronically.

  • Real-time messaging between clients and tax professionals.

  • Personalized with your branding for a professional touch.

Streamlining Tax Submission in Three Simple Steps

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.

Why Open a Service Bureau with

Tax Processors Plus?

  • Increase client trust with your own professional branding.

  • Seamlessly integrate our expertise with your brand.

  • Gain marketing materials and tools customized to your style.

  • Build credibility and authority in the tax preparation industry.

What Branded Software Package Should I Pick?

Select the plan that best fits your needs and seamlessly adapts to support your future growth!

Muti-Office Branded Package

Free Logo Design

$0 Service Bureau Fee

Additional Income Revenue Buckets (Software upcharge, E-file fee)

Branding with YOUR LOGO

Office Start-Up Loans

Branded Service Bureau

Unlimited Software License

Service Bureau Fee Control (Expanded Income Revenue Buckets)

Expanded Branding Options to Sell Your Brand

Who's This Perfect For?

Family Tax Offices

An excellent choice for tax offices aiming to enhance client services by delivering a fully branded, professional tax software solution under their own name.

Service Bureaus

Tailored for service bureaus managing multiple tax preparers or offices, allowing you to provide co-branded tax software that reinforces your business's credibility and professionalism.

Independent Tax Preparers

A great fit for independent tax preparers who want to build their brand and offer clients a seamless, professional experience with custom-branded tax software.

Accounting Firms

Great for accounting firms that want to extend their service offerings to include tax preparation with co-branded software that integrates smoothly with their existing services.

Tax Consultants

Perfect for tax consultants looking to add value to their client offerings by delivering branded software solutions that simplify the tax process and keep their name top of mind.

Financial Advisors

Well-suited for financial advisors who want to provide their clients with tax preparation services under their own brand, adding another layer of value and trust.

Multi-Office Practices

Idea for multi-office tax practices needing consistent, branded software solutions across multiple locations, ensuring a cohesive and professional client experience.

Tax Franchises

Best for tax franchises looking to offer consistent, branded tax preparation software across all franchise locations, while maintaining a unified business identity.

Payroll Services Providers

A great option for payroll services companies that want to expand into tax preparation, offering a fully branded software solution to clients alongside their existing payroll services.

Still Not sure?

Every tax office is unique, which is why we’ve compiled answers to the most common questions.

What is co-branding, and how does it benefit my service bureau?

Co-branding allows your service bureau to use a personalized version of Tax Processors Plus software, featuring your own branding and identity. This helps maintain a professional image while leveraging powerful tax processing software. It gives your business an edge by offering proprietary solutions to your clients without the need for costly software development.

Will my clients know that I’m using Tax Processors Plus software?

No, with co-branding, your clients will see your brand, not Tax Processors Plus. The software is fully branded under your business’s name and identity, ensuring your clients associate the service with your company, providing a seamless and professional experience.

What kind of support will I receive with a co-branded software package?

You will receive full support from Tax Processors Plus, including comprehensive training and onboarding to ensure your staff is comfortable using the software. Additionally, you’ll have access to ongoing technical support and resources to help you handle any issues or questions that arise. The support is designed to ensure your co-branded software runs smoothly and helps your business succeed!

How quickly can I launch my service bureau once I sign up?

After signing up, the setup process is swift. You can have your fully branded software ready to go in a short time, usually 3-5 days, enabling you to provide a seamless experience for your clients without significant delays.

Start Building Your Brand Today!

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.

1

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
2

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
3

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
4

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

READY TO GET STARTED?