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    • Home
    • Software Package
    • Service Bureau Package
    • Signup/Registration
    • ERO Portal
    • Software Training Videos
    • Mobile APP Training Video
    • Contact us
    • Audit Protection
    • PTIN & EFIN Application
    • Tax Law Update
    • Bank Products
  • Home
  • Software Package
  • Service Bureau Package
  • Signup/Registration
  • ERO Portal
  • Software Training Videos
  • Mobile APP Training Video
  • Contact us
  • Audit Protection
  • PTIN & EFIN Application
  • Tax Law Update
  • Bank Products
bptaxpro.com

What is Service Bureau Package?

Service Bureau packages are branded with your Tax business LOGO on TaxSlayer Platform. Service Bureau Packages are designed for PTIN tax preparer (100 or more funded returns history) & EFIN holder (200 or more funded returns history). Service Bureau enable you becoming reseller of your own branded tax software & Mobile APP by providing tax software, training and support to other tax preparers, like accountants or enrolled agents. 

PTIN- Service Bureau

BP TAX PRO is the only Master Service Bureau in software industry helping PTIN Tax Preparers with volumes of 100 Funded Bank Product Tax Returns history to level-up & build an entire software business without any Fees Split / Revenue Sharing. Our PTIN-Service Bureau business owners have earned additional revenue of $75K - $250K in their first year of software partnership business with other tax professionals in their team.


PTIN- Service Bureau Package Include: 

  • CUSTOM Branded Software with your tax office LOGO.
  • CUSTOM Branded Mobile APP with your tax office LOGO.
  • UNLIMITED Federal 1040, Schedules & State Returns.
  • UNLIMITED Transmission/E-File from software without review waiting delay.
  • UNLIMITED numbers of preparer/s Credentials under your company affiliation/umbrella.


  • NO Split or Revenue Sharing: 100% Preparation & E-File Fees paid to Tax Professional.
  • Withhold your Tax Preparation Fees from Taxpayer's/Clients expected Refund.
  • NO Restrictions on Minimum or Maximum Tax Preparation Fees.
  • Real-Time Tax Prep. Fees payout via ACH deposit on daily basis.
  • Real-Time Transmit tax returns without any processing delay.


  • OFFER Pre-Ack Cash Advance/Pre-Season & In-Season Advance Loans up-to $7,000 to Taxpayer.
  • Bank Products Integrated (Santa Barbara TPG & Refund Advantage).
  • Bank portal access to reconcile Fees, Run Reports & Order FREE marketing materials.
  • BP TaxPro ERO PORTAL to reconcile Fees, Run Reports by PTIN for affiliated preparers payout, Request Preparer Credentials & much more.


  • $40 Rebate/Intensive per funded Bank Product returns.
  • FREE Software Logo builder, Custom Reseller Website with paid Domain & Hosting.
  • UNLIMITED Marketing Support & Campaign Design Templates.
  • FREE Cloud DEMO Software branded with your tax office LOGO.
  • FREE White-Label software training academy tools to run tax school or training as a Service Bureau. 
  • UNLIMITED Licenses to sell your branded software or any partnership agreement with other tax professionals.
  • Control & Manage all Offices/preparers under one Master Admin Console within your service bureau.


  • Lowest Backend Fees per return in software industry.
  • 100% paperless Secured Document Scanning & Archiving.
  • Digital signature automation: collect signatures on any device.
  • Switch to EFIN-Service Bureau package after becoming an EFIN owner ERO without any software branding changes.
  • Dedicated Account Manager to provide unlimited support with marketing & training.


Package Cost & Requirements: $99 - One time charge for entire Tax Season with NO annual renewal cost. PTIN Required & Minimum of 100 Funded Bank Product Tax Returns history in previous tax season to be qualified as Service Bureau.  Registration Deadline: December 30th of each Tax Year.

READY TO SIGNUP? PTIN-SERVICE BUREAU

EFIN- Service Bureau

Service Bureau Revenue opportunity up to $149 per returns plus any other partnership split agreement by selling your own branded tax software to other tax professionals as an EFIN owner Service Bureau. EFIN-Service Bureau ERO have earned additional revenue of $200K - $500K even in their first year as SB Business owner with our most affordable one-time branding cost of $199 & all other marketing, coaching/training support provided by BP TAXPRO.


EFIN-Service Bureau Package Include: 

  • FREE Cloud Software branding with your tax office LOGO.
  • UNLIMITED Custom Branded Mobile APP for each affiliated Preparers/Offices.
  • UNLIMITED Federal 1040, Schedules & State Returns.
  • UNLIMITED Transmission/E-File from software.
  • UNLIMITED numbers of preparer/s Credentials under your company affiliation/service bureau.
  • UNLIMITED Licenses to sell your branded software or any partnership split agreement with other tax professionals.


  • NO Split or Revenue Sharing: 100% Preparation & E-File Fees paid directly by RT Bank. 
  • Withhold your Tax Preparation Fees from Taxpayer's/Clients expected Refund.
  • Office Advance loans from $6,000-$70,000 directlly by RT Bank (Subject to T&C).


  • Bank Products Integrated & Enrollment Support. (Santa Barbara TPG & Refund Advantage).
  • OFFER Pre-Ack Cash Advance/Pre-Season & In-Season Advance Loans up-to $7,000 to Taxpayer.
  • Bank Admin portal access to reconcile Fees, Run Reports & Order FREE marketing materials.
  • Bank product enrollment of unlimited EFIN (Santa Barbara TPG/ Refund Advantage)


  • FREE White-Label Software Training academy tools to run tax class/school or training as a Service Bureau.
  • FREE Cloud DEMO Software branded with your tax office LOGO.
  • Control & Manage all affiliated Offices/preparers under one Master Admin Console within your service bureau.


  • $149 Service Bureau Revenue earning opportunity per return.
  • Lowest Tech & Transmission Fees in software industry.
  • 100% paperless Secured Document Scanning & Archiving.
  • Digital signature automation: collect signatures on any device.
  • Dedicated Account Manager to provide unlimited support with marketing & training.


Package Cost & Requirements: $199 - One time charge for entire Tax Season with NO annual renewal cost. Minimum of 200 Funded Bank Products history in previous tax season, EFIN & PTIN both required to be qualified as Service Bureau. Registration Deadline: December 30th of each Tax Year.

READY TO SIGNUP? EFIN- Service Bureau

Service Bureaus provide tax software and professional guidance to tax business owners. They help people run their tax business and take care of their clients with up-to-date tax preparation software. And while that may sound like a relatively new business model, some bureaus have actually been around for decades. Even so, you won’t need decades in the industry or your own software to start a tax service bureau. By working with an established master bureau, you can do branding and resell the software and become a service bureau by yourself. Thinking of making the leap? If you’re already running a successful tax preparation business, becoming a service bureau could be the next step to help you expand your business.  BP Tax Pro Software Solutions will provide special license to sell branded software under your own brand name and logo, so you can build an entire software business without having to spend time and unnecessary money on product development or research. As a service bureau, you’ll be able to:


Increase your reputation with Branding:

By adding your own branding to our software, you increase visibility and credibility for your brand. Tax preparers and their clients will see your branding every time they use the software.


Stabilize your income:

Most tax preparers face a drop in income outside of tax season. As a tax software reseller, your income is less volatile as you can work with other tax preparers year-round. As a service bureau, you can leverage your branded software to other tax professionals by offering partnership split or revenue sharing packages or Service Bureau fees up-to $99 per returns. Our Service Bureau have earned revenue of $200K - $800K even in their first year with SB Business with all our marketing & training support.


Leverage your experience and network:

If you already know people in the tax preparation industry, or maybe know someone who is ready to get started in it, you can leverage those connections you already have to add a new source of revenue to your business.


Help other tax preparers build their business:

As a tax preparer, you form relationships with your clients and help them save money. Service bureaus help other tax preparers find a meaningful career and grow their tax preparation business.


Become a Service Bureau with BP Tax Pro :

The first step is choosing the master service bureau who authorize you reselling TaxSlayer software. BP Tax Pro has been at this for a long time. We value the relationships with customers and strive to improve those relationships every year. Working with an established master bureau company, which is both competitive and financially successful, gives you peace of mind. This not only benefits you directly but also benefits your customers. As you’re starting out, you’ll want guidance on how to use the software and manage your new sub-offices. BP Tax Pro offers top-notch, year-round support to assist you with your business and help your clients. The software you sell is a reflection of your business. Don’t stake your reputation on a product that isn’t time-tested or has a poor user experience. TaxSlayer is continuously applauded for having an easy to use program that both beginners and experts can navigate. Fortunately, TaxSlayer  checks all the boxes. With over 50 years in the tax preparation industry and a reputation for professional and responsive customer service, no other company can help you becoming a successful tax software reseller better than we can.


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