TIER 3 : FLAWLESS

DIAMOND

PACKAGE

SERVICE BUREAU SOFTWARE PACKAGE

Full Control. Full Ownership. Built For Leaders.

Who This Is For

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.

The Goal

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. Because real business owners don’t just want software… they want ownership, control, and the freedom to build it their way.

THIS SOFTWARE PACKAGE INCLUDES:

  • Full Service Bureau software access and licensing

  • Ability to onboard, add, and manage your own preparers

  • Operate completely under your own business structure and brand

  • Set your own pricing, fees, and office processes

  • Keep 100% of what you earn — no revenue splits

  • Complete control over your operation and growth strategy

  • Software access only — mentorship and training not included

HOW THE PROCESS WORKS:

Step 1
Purchase
Choose the package that aligns with your business goals.
Step 2
Sign Agreement
Review and sign the agreement to move forward.
Step 3
On-Boarding
Book a session to discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to launch and grow your tax business.
Step 5
Launch
Open your office and start serving clients with confidence.

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