Our Software Packages
We Don’t Just Sell Software. We Build Tax Bosses

Our packages are designed for doers and dreamers who are ready to become decision-makers. From DIY setups to full-service white glove launches, we help you own your future.
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Regal Beginings

The Noble Starter—a carefully curated package perfect for those focused on the essentials. This DIY starter packageincludes Tax Pro Elite’s cloud-based software, basic CRM, a starter website, essential back-office tools, and SOP templates. You’ll also get software setup & technical support, along with a basic logo design and visual identityto help you start branding your tax business from day one.

📌 Perfect for self-starters looking for an affordable launch.
EFIN required.

Learn more
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Royal Strategist

 This White Glove packageincludes Tax Pro Elite software, a full CRM with automation, a custom branded website, and done-for-you SOPs and back-office systems. You’ll receive software setup & technical support, logo design and visual identity, plus brand guidelines and a press packet. Choose one service focus to elevate your business: either a Marketing Strategy Packageor access to the Tax Academy.

📌 Includes account manager & hands-free onboarding.
EFIN required.

Learn more
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Majestic Blueprint


This is your complete enterprise launch suite. The Majestic Blueprintincludes cloud-based software, full CRM with advanced automation, a premium custom website, fully-built SOPs, and integrated back-office tools. It also includes software setup, technical support, full branding and design, marketing automation, tax training, and ongoing support—all done for you.


📌 A true turnkey solution with account management from day one.
EFIN required.

How It Works ?

Our Simple 5-Step Journey to BuildingYour Dream

We make it simple to build your dream tax business with clarity, confidence, and support.

  • Pick Software

    Choose one of our softwares

  • Pick Service

    Choose One Service Add-on

  • Review & Sign

    Review & sign Agreement

  •  Onboarding Starts

    Intake begins & Meet Account Manager

  • Project Kick Off

    Project launch! Start building your dream

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What We Do

Why Tax Pros Choose Us ?

Tax Software

Secure Cloud-based Tax Software powered by Slayer or OLT

CRM Platform

Custom CRM Access 
to manage clients, forms, and automation

 Elite Packages

All-in-One Business Packages to launch or grow your firm

Payment Options

Buy Now, Pay Later Options: via Klarna, Afterpay, and Sezzle

Nesting Programs

60/40 Nesting Program 
for PTIN holders
(No EFIN required)

Small Biz Funding

Small Business Funding 
for scaling operations and staffing

1-on-1 Mentorship

  • Mentorship & Business Coachingto turn vision into execution

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Upgrade your 
Tax Hustle—this time With ROI in Mind

Whether you're a first-time tax preparer or a seasoned ERO looking to expand, our platform offers everything you need

Tax Pro Elite Software

Your site is not complete with only landings. Get essential inner pages using our ready demos.

Elite Service Packages

Your site is not complete with only landings. Get essential inner pages using our ready demos.

Dominate this
Tax Season—With SoftwareThat Works for YOU

 Professional tax software, CRM automations, Mentorship, Staffing Solutions, and Done-For-You service packages — all under one roof.

1. Automation

Streamline your workflow, save time, and scale with systems that work while you sleep.

2. Marketing

Attract, convert, and retain clients with campaigns built to grow your tax empire.

3. Tax Academy

Level up your tax skills and industry knowledge with expert-led training and real-world strategies.

4. Branding

Craft a bold, unforgettable identity that speaks to your audience and sets your business apart.

5. Press Packet

Get media-ready with a polished press kit that positions your brand like a pro.

6. Mentorship

You don't have to build alone—get guidance from industry experts who've scaled, succeeded, and know exactly how to help you win.

Call Us Now!

💸 Take Control of Your Fees—And Your Profits!

At Service Bureau Enterprise, we believe your hard-earned money should stay where it belongs—in your pocket. Whether you're an ERO, a seasoned tax pro, or just starting your tax office, our mission is simple:
1. Cut out the middleman 2. Reduce unnecessary fees 3. Help you grow your business smarter.

From backend fee negotiation to revenue-share models, cloud-based tools, and mentorship, we give you full control over your software costs, pricing strategies, and income potential.

We don’t just help you file taxes—we help you own your process, maximize your margin, and lead like a boss.

💼 Transparent Backend Fees

Only pay what matches your volume.
Our flexible backend pricing rewards your success. The more bank products you process, the less you pay—starting at $65 per return and going all the way down to $0for high-volume tax offices.

🧠 White Glove Setup & Fee Optimization

Let us fine-tune your pricing structure.
We help you analyze, adjust, and optimize your software and bank product fees so you keep more per client. Our account managers handle everything from setup to strategy, so you're never overpaying or undercharging.

🔄 100% Fee Control with Tax Pro Elite Software

Set your own prep fees, e-file fees, and document prep charges.
No limits. No gatekeepers. YOU decide what you charge your clients. We make it easy to customize your pricing inside the software—so your revenue goals are in your hands, not someone else’s.

💰 Revenue-Share Nesting Program for PTIN Holders

Earn up to 60% on every return—no EFIN required.
Just starting out? Nest under our office and get hands-on training, expert reviews, and no upfront software cost. Learn the business, earn income, and graduate into your own tax office without unnecessary fees dragging you down.

The Ultimate Program to Launch and Grow Your Service Bureau

What Is The Service Bureau Nesting Program?

The Service Bureau Accelerator program is designed for both beginners and those looking to scale an existing Service Bureau. As one of the largest Service Bureaus worldwide, we understand exactly what it takes to succeed. Our proven strategies are backed by countless testimonials from our thriving community!

Premium Service Bureau Onboarding

Once you enroll, a dedicated support representative will guide you through logins, onboarding, and setting up a kick-off call.

Custom Logo & Software Branding

We'll design a professional logo, brand guidelines, and social media templates to give your Custom Branded Software a polished and recognizable identity.

Complete Service Bureau Setup

Let our team handle the entire branding, setup, and configuration process for your Service Bureau and software, so you can focus on growth.

Comprehensive Service Bureau Training

Access our on-demand video training platform to gain the essential skills and knowledge needed to run a successful Service Bureau.

Advanced Tech Support Package

Your software will include a dedicated support phone number, providing you and your clients with direct access to technical assistance whenever needed.

7-Figure Service Bureau Blueprint

Unlock exclusive, time-tested strategies designed to grow your Service Bureau to six and seven figures—unparalleled in the industry.

Expert Marketing Training

Master the art of selling your Service Bureau Package and targeting the right audience with 11 proven strategies, including Facebook advertising.

Exclusive Tax Nitro Marketing Package

Through our partnership with Tax Nitro, you'll receive an exclusive Service Bureau marketing package, providing all the tools needed to maximize your reach.

Software Enhancement Package

Enroll with Tax Nitro to access additional training, resources, and strategies that add value to your software and attract more customers.

High-Impact Sales Strategies & Training

Our expert training will help you develop a compelling selling proposition, ensuring your Service Bureau stands out in the competitive market.

Unlimited Software Licenses

Take advantage of unlimited software licenses, enabling you to onboard as many clients as you want without any extra costs.

Comprehensive Support Network

Beyond tech support, our dedicated support channels provide guidance on all aspects of your business to ensure your success.

Live Coaching & Strategy Calls

Join live, interactive coaching calls where industry experts share real-time strategies and insights to help you grow your Service Bureau.

Private Community of Tax Professionals

Become part of an exclusive group of over 500 tax professionals, where members exchange success stories, strategies, and ongoing support.

No Annual Fees - Keep 100% of Your Earnings!

Enjoy a one-time payment with no recurring annual fees, allowing you to retain 100% of your Service Bureau, preparation, and service fees!

Nesting Program

How we work

01

Sign up for the program

The latest design trends meet hand-crafted templates.

02

Mentorship Assigned

The latest design trends meet hand-crafted templates.

03

Graduate the program

The latest design trends meet hand-crafted templates.

04

Open Your Own ERO

The latest design trends meet hand-crafted templates.

Service Bureau Elite

Ready To Scale Your Business?

Whether you're just starting out or have an existing Service Bureau, our Service Bureau Elite program will help you see massive growth.
Schedule Discovery Call Schedule Tax Software Demo