Tier 3Certified Crystal Package
Full control. Full ownership. Built for leaders.
The Service Bureau Software Package for established Service Bureau owners and experienced tax professionals ready to run and scale independently.
Who this is for
Built for Service Bureau owners. Is it for you?
This package is designed for established Service Bureau owners and experienced tax professionals who want the software, infrastructure, and flexibility to run and scale their business independently — without revenue splits, restrictions, or unnecessary extras.
Tap everything that's true for you
The goal
Your bureau. Built your way.
Build, manage, and scale your Service Bureau with the infrastructure you need to operate independently while maintaining full control over your business, your team, and your growth.
- BuildYour own structure and brandOperate completely under your own business.
- ManageYour own preparersOnboard, add, and manage your team.
- ScaleYour own growth strategyComplete control over your operation.
No splits
Slide to your client count.
Real business owners want ownership, control, and the freedom to build it their way. Keep 100% of what you earn — no revenue splits.
This software package includes
Everything in the Certified Crystal box.
- 01
Full Service Bureau software access and licensing
- 02
Ability to onboard, add, and manage your own preparers
- 03
Operate completely under your own business structure and brand
- 04
Set your own pricing, fees, and office processes
- 05
Keep 100% of what you earn — no revenue splits
- 06
Complete control over your operation and growth strategy
- 07
Software access only — mentorship and training not included
Tier 3 · Certified CrystalService Bureau Software Package
Get started today | Only $1,499How the process works
Five steps up. From purchase to launch.
- 1
Purchase
Choose the package that aligns with your business goals.
- 2
Sign agreement
Review and sign the agreement to move forward.
- 3
On-boarding
Book a session to discuss your goals and expectations.
- 4
Attend training
Learn the skills to launch and grow your tax business.
- 5
Launch
Open your office and start serving clients with confidence.
Compare packages
Not quite your tier?
Ownership. Control. Freedom to build it your way.
Real business owners don't just want software — they want ownership, control, and the freedom to build it their way.