We Yield
Results
Is it time to Expand your Professional Tax Business? Become a Service Bureau with Swift Financial Partners.
With 15+ Years of Industry Experience and growth. We have developed More than 50 extremely successful service bureau partners. We are customer-focused to ensure that all our clients get the attention they deserve before, during, and after the tax season.
See How it Works
Learn how owning your own service bureau with Swift FP can help you grow your existing business and increase your revenue.
What is a
Service Bureau?
A service bureau is a unique business model within the tax preparation industry. They serve as distribution networks and service providers for tax software and technology companies. As an independent tax professional you can expand your business by providing services such as software sales, technical support, customer service, and bank onboarding to other tax professionals. You do not have to be in the tax business to become a service bureau. If you have excellent customer service skills, sales and marketing experience, or entrepreneur-driven, and are willing to work hard, you can join our reseller’s program.
How Does Service Bureaus
Generate Revenue?
Tax Software Sales
100% of the license fee goes directly to your company
Revenue From Software Sales:
10 Software License @ $599
You earn $5,999
Service Bureau Fees
Revenue sharing on tax-prep fees
10 Tax Preparers @ 100 Returns/preparer
1000 Tax Returns prepared
if you charge $60 SB fees
You earn $60,000.00
Prep Fees Revenue Share
1000 tax returns @ $275 average fee:
$275,000 in tax returns
Service Bureau Revenue Share at 30%:
You earn $82,500
Total Revenue
Software Sales
$5,999
Service Bureau Fees
$60,000
Tax Prep Fee
$82,500
$148,499
Results may vary.
How Does Service Bureaus
Generate Revenue?
Tax Software Sales
100% of the license fee goes directly to your company
Revenue From Software Sales:
10 Software License @ $599
You earn $5,999
Service Bureau Fees
10 Tax Preparers @ 100 Returns/preparer
1000 Tax Returns prepared
if you charge $60 SB fees
You earn $60,000.00
Prep Fees Revenue Share
1000 tax returns @ $275 average fee:
$275,000 in tax returns
Service Bureau Revenue Share at 30%:
You earn $82,500
Total Revenue
Software Sales
$5,999
Service Bureau Fees
$60,000
Tax Prep Fee
$82,500
$148,499
Results may vary.
Swift FP Has the Tools You Need
To Succeed as a Service Bureau
Training and Support
Our service bureau partners focus on reselling tax software to customers, reaching new
Markets and generating more revenue.
This is how our program works once you become a partner:
We believe in independent entrepreneurs like you making an impact in your communities that’s why we are here to build connections and a dedicated partnership to help you grow your business.
Training and Support
With 15+ Years of Industry Experience and growth. We have developed More than 50 Extremely Successful Service Bureau Partners. We are customer-focused to ensure that all our clients get the attention they deserve before, during, and after the tax season.
Our service bureau partners focus on reselling tax software to customers, reaching new markets, and generating more revenue.
This is How our program works once you become a partner:
We believe in independent entrepreneurs like you making an impact in your communities that’s why we are here to build connections and a dedicated partnership to help you grow your business.
Our
Awesome Partners
Professional
Tax Software
Individual 1040, 1040NR, 1120, 1120S, 1065,
1041, 2290, 990, 720, and 8849
All States + DC (that require tax filing)
Multi-user setup
Interview and Direct Input Mode
Real-Time E-File Status Auto Backup Feature
Marketing
& CRM Software
Conversation Mode SMS
Email Marketing Task Management CRM
Document Manager Client Portals
E-Signature
Billing & Invoicing Marketing Templates
About Company
SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.
Managed by MK Management Group
Contact Us
Columbus, OH 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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About Company
Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.
Managed by MK Management Group
Contact Us
Columbus, OH 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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