Unlimited Software Licenses
Use and distribute licenses for CrossLink, TaxSlayer, OLT Pro, and TaxWise.
Build Your Empire
Here's What You Get The Moment You Join Service Bureau Mastery:
Everything you need to launch and scale your own service bureau — from white-label software and partner contracts to mentorship, marketing, and the systems that turn tax pros into empire builders.
Step-by-Step Bureau Training
We cover startup, structure, operations, pricing, onboarding, revenue streams & support.
White Label Software Branding
Make your software your own. Look like a tech boss, not just a tax office.
Marketing & Partner Acquisition Plan
We'll help you attract the right preparers under your bureau with brand authority.
Plug-and-Play Contracts & SOPs
Everything you need to protect your business and run it like a pro — done for you.
Due Diligence & Compliance Training (for you and your team)
Equip your bureau and partner preparers with due diligence training, IRS-aligned documentation standards, and compliance oversight systems that protect every return filed under your brand.
Bank Product Integration
Offer refund advances and key banking services, even if your partners are brand new.
Private Community Access
Collaborate with other bureau leaders and accelerate your growth together.
Mentorship Training for Your Partners
We teach you how to lead, support, and mentor your software buyers so they stick — and succeed.
Community Building Blueprint
Grow your own brand community of tax pros who rely on your software, your leadership, and your ecosystem.
Tax Pros CRM Reseller Access
Resell our automation system to your network and earn extra income while streamlining everyone's operations.
Real Tax Pros. Real results. This could be you.
Six & Seven Figure
Awardees
A portrait of the women redefining what's possible in the industry — captured the night they crossed the threshold into six and seven figures.
6-Figure Club Millionaire's Club
← Swipe to view all honorees →
Photographed at the Annual Tax & Business Summit · Dallas
Hear from the honorees →Industry Partners
In partnership with the industry's best.
The Outcome