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The Hidden Business Opportunity in the Tax Industry
What's a Service Bureau and Why Should You Care?
Every year, tax professionals pay thousands of dollars for software. But what if you could be on the other side of that transaction?
A service bureau is a business model that allows you to provide your own branded tax software to other tax professionals. Instead of purchasing software from a large company, you become the software provider. You get your own custom branded software and sell it to other tax preparers in your area.
When tax preparers use your software, you earn money from every transaction. It's a proven way to create multiple income streams in the tax industry.
Four Ways to Generate Revenue as a Service Bureau Owner
The primary revenue source comes from bank products processed through your software. Every time a client receives a refund advance or RAL using your software, you earn a Service Bureau Fee of up to $99 per transaction. This fee is paid by the customer and goes directly to you in real time.
Build relationships through conversation
You can sell your branded software packages to other tax professionals at your chosen price point. Many service bureaus charge between $500 to $2,000 per software license, depending on the package and services included.
Once you establish customers, they typically renew their software annually. This creates predictable recurring revenue each year without having to find new customers.
Our program members regularly generate additional income of $50,000 to $150,000 annually from their service bureau operations.
Many tax professionals are unaware that becoming a service bureau is possible. Large software companies benefit when tax preparers remain customers rather than competitors. However, the tax industry is large enough to support many service bureaus, and there are thousands of tax preparers who prefer working with local providers instead of large corporations.
If you already understand the tax business and have industry relationships, you have the foundation needed to succeed as a service bureau.
Service Bureaus often generate extra income through:
Addon-fees for premium features
Bank product commissions
New preparer training programs
Audit protection services
Technology and transmission fees
Training & 24/7 Priority Support
Upon enrollment, you'll gain access to our video training portal, offering step-by-step walkthroughs to help you and your team get accustomed to the platform.
Need help? Simply click the “Chat” window in the bottom left corner of the Service Bureau Creator dashboard to connect with our support team.
What You Get with Service Bureau Creator
Our program provides everything you need to launch
and grow a successful service bureau business.
Custom Branded Software
Professional software with your business name and logo
Unlimited software licenses to sell
Full white-label branding rights
Professional design that builds customer trust
Complete Business Setup
Technical software configuration
Bank product integrations
System setup and testing
Ready-to-launch package
Proven Marketing System
Tested sales strategies and scripts
Professional website templates
Social media marketing content
Email marketing campaigns
Comprehensive Training Program
Step-by-step video training modules
Customer acquisition strategies
Sales process training
Technical support guidance
Ongoing Support & Community
Live chat and phone support
Private member community
Weekly group coaching calls
Direct access to successful service bureau owners
Business Management Tools
Customer relationship management system
Automated follow-up messaging
Online appointment scheduling
Invoice and payment processing
Lead tracking and pipeline management
Tools You Already Love With Our Custom
Integration Via Zapier!
Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
Starter
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
Premium
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$49/mo
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Client Shield Reseller
Unlock new revenue streams and accelerate your business growth with the power of Client Shield
$99/mo
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Flexible Pricing Options to Suit Your Needs
(Plans are subject to usage billing where applicable)
(Plans are subject to usage billing where applicable)
Software Only Package
(Best for Single offices)
$2,997
/MONTHLY
Perfect for getting started
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$79
/MONTHLY
Your branded Tax software setup
Logo design and branding
Basic training course
Email and chat support
Professional Package
$4,997
/MONTHLY
Most popular choice
$249
Your branded tax filing software
Complete CRM and marketing automation system
Logo design and branding Advanced training course
Sales script templates
Phone and email support
Unlimited software licenses
Complete Package
$7,997
/MONTHLY
For serious entrepreneurs
$249
Your branded tax filing software
Complete CRM and marketing automation system
Full training program with done-with-you service
Personal setup consultation and guidance
Done-for-you marketing materials
Custom website creation
One-on-one coaching sessions
Priority support access
Software Only Package
(Best for Single offices)
Get started with our affordable Starter plan, perfect for Tax Professionals, Small Tax Offices , and Small Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
Get started with our affordable Starter plan, perfect for smaller EROs or Service Bureaus. The plan comes with pre-built funnels, automation, and processes tailored to the tax industry.
$2,997
$79
/MONTHLY
/MONTHLY
Tax Preparation OR Service Bureau Systems
1 Location
2500 Contacts
10 Users
Opportunities & Pipeline Management
Calendar System & Automations
Email & Text Marketing
2 Way Conversation ( 7 Channel)
Social Planner
GMB Call Tracking
Websites & Blogs
CRM
Dialing System
Call Recording
Survey & Form Builder
Funnel Builder
Text To Pay
Chat Widget
Workflows
Proposals & Estimates
Reputation Management
Mobile App
24/7 LIVE Support
$10 Complimentary Usage Credits
Seasonal Plan Available
Premium
(Best for Multiple offices)
Access all features, multiple locations, and unlimited contacts and users. This plan is suitable for Tax Businesses with multiple locations, service offerings, or business types.
$249
$249
/MONTHLY
Everything In Starter +
Tax Preparation & Service Bureau Systems
3 Locations
Unlimited Contacts & Users
Memberships & Courses
Communities
All Reporting
$25 Complimentary Usage Credits
Client Shield Reseller
(Best for Enterprises)
Unlock new revenue streams and accelerate your business growth with the power of Service Bureau Creator
Talk To Sales
Everything In Premium +
Dedicated Account Manager
Right to Rebrand And Resell Platform
Right To Resell Complimentary Features
Reseller Training Platform
Affiliate System
Brand Development
Advance API Access
$100 Complimentary Usage Credits
Compare Our Plans
Explore transparent pricing options, feature breakdowns, and select the best
value for your investment.
Starter
Single Account - Setup 1 Starter Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
Premium
Single Account - Setup 1 Premium Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
SBC Reseller
Single Account - Setup 1 Reseller Account
Full Online Booking, Pipelines, Funnels, Workflows, And More!
Nurture & Close Leads Into Customers
All The Tools To Capture More Leads
Reputation Management
API Access - Integrate With Anything
Websites, Blogs & Social Planner
24/7 LIVE Chat Support
Unlimited Contacts & Users
All Reporting
Memberships, Courses & Communities
Unlimited Sub-Accounts
Branded Desktop App
Reseller Rights
Brand Development
Affiliate Management System
Advanced API Access
Dedicated Account Manager
TESTIMONIALS
Real People, Real Results
"Before joining Service Bureau Creator, I had used two other software vendors. Switching to Rightway was the best decision I have ever made. I have been with them since the beginning and can not imagine going through tax season without this team on my side."
- Christian Kuzdub
"I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME."
- Janiece Nicolette
"I would give Client Shield a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I recommend it to all my clients!"
- Joel Karnston
Frequently Asked Questions
Do I need technical experience?
No technical knowledge is required. Our team handles all software setup and configuration.
How quickly can I get started?
Most participants are operational within two weeks of enrollment.
What if I don't have sales experience?
Our training program includes proven customer acquisition strategies and sales processes.
Is ongoing support available?
Yes, you receive continuous support throughout your membership.
Are the income examples realistic?
The income examples represent actual member results, but individual results vary based on effort and market conditions. This is a legitimate business opportunity that requires dedication and work.
Ready to Start Your Service Bureau? Schedule A Demo Now!
You can continue purchasing software annually, or you can take control and build your own service bureau business. The opportunity is available to tax professionals who are ready to expand their income potential.
Every day represents potential missed opportunities to generate additional revenue.
Schedule a free consultation below to learn if Service Bureau Creator is the right fit for your business.
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