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TaxSchool
Service Bureau Training
Boost Your Business in the Tax Industry
Join us for this training event designed for future partners in the Service Bureau model! Learn how to maximize opportunities in the tax industry and discover how to establish and expand your business effectively.
What You Will Learn
Understanding the Service Bureau Model: Learn its definition, role in the tax industry, and associated benefits such as software reselling, bank product commissions, and tech support fees.
Choosing the Right Tax Software: Explore white-label software options, key features like e-file support, client management, and reporting tools.
Setting Up an EFIN with an ITIN: Learn how to obtain an Electronic Filing Identification Number and comply with IRS requirements, including registration steps and necessary documentation.
IdeaTax Pro Training: Discover how to set up your account, manage e-filings, and maximize your earnings with IdeaTax Pro.
Growth and Support Strategies: Learn to offer technical and tax law support, scale your business by adding tax preparers, and market your service bureau to new tax pros.
Don’t miss this opportunity to grow in the tax industry. Sign up now and start building a successful business with our Service Bureau model! During the event, you’ll have the chance to address your questions in a Q&A session and receive additional resources to move forward.
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