Reseller Webinar

A Tax Service Bureau is a professional or business that resells tax software to other tax preparers and offices. Unlike tax preparers who file returns for clients, service bureaus focus on software distribution and support, without taking on the same liability. You can still prepare and file returns, but you’ll also gain unlimited reseller licenses to build and scale your own network.

As a Service Bureau, you unlock a powerful blend of software, support, and revenue opportunities:

• No Hidden renewal fees

• Full control over backend bank fees

• 100% of service bureau and software sales revenue

• Custom-branded software

• Scalable, passive income streams

• Dedicated Account Executive

• Software tech support

• Unlimited reseller licenses

• Training for your team and sub-users

• Marketing guidance and monthly coaching

• Say goodbye to quote shoppers and tax-season chaos

• Reduce liability exposure

• Grow your business without filing returns

• Build residual income from software sales

There are no minimum requirements to join. An IRS EFIN is only needed if you plan to file tax returns—otherwise, you’re free to launch as a reseller without one.

When you join the SwiftFP Software Reseller program, you receive:

• Branded tax software setup

• Service Bureau Roadmap Package

• Elite-level training and marketing guidance

• Ongoing support from a dedicated team

• Unlimited training for your members

BONUS: Unlimited reseller licenses & tax prep training courses

Getting started is simple:
• Schedule a Discovery Call to discuss your goals.
• Review and Sign the Agreement we send after your call.
• Receive a Welcome Email with your next steps.
• Join an Onboarding Call with your Account Executive.
You’re then ready to launch your branded software and start building your business.

You generate income by:
• Selling software packages to other tax pros
• Collecting service bureau fees through funded bank products

We’ll teach you how to build valuable software packages (e.g., Business-in-a-Box, Tax Academy Access, Mentorship Programs) that boost both revenue and retention.

You can collect payments using Stripe for software sales.
Backend fees (Service Bureau Fees) are paid automatically once a bank product is funded—deposited directly into your account linked to your Master EFIN.

That’s up to you! You set your own pricing, including renewal fees. We recommend bundling your software with additional value (like training or team-building resources) to command higher price points and build stronger client relationships.

As the software provider, you’re the first point of contact for your members. You’ll:
• Help set up new users
• Distribute logins and onboarding materials
• Prepare your network for filing season

Our SwiftFP team is here to back you up with tech support and training, so you’re never on your own.