Service Bureau

Co-brand your software and start earning Service Bureau fees instead of paying them.

World with map pins
Branded Software dashboard

Branded Software

Match everyting to your Brand and Style. Get your own Software with a custom link and add your logo.

Help other Tax Pros by selling the software at discounted price.

Hassle Free Demo, Give out demo link to potential clients and let them create a demo account.

Back-end Birds-eye view

Access all of your offices from an exclusive back-end service bureau login.

On-board, set up, and activate new office licenses directly from your account hub.

Review each return with your company wide review que that helps streamline your filing process.

Run company wide or individual office reports to gain insight of your company in minutes.

All The Data
Man climbing steps

Revenue Generator

Generate revenue in multiple ways and keep 100% of all add-on fees.

Charge Service Bureau Fees to other tax pros and get paid from each of their funded bank products.

Offer and/or add-on fees to the Audit Protection that comes built in to your software.

Offer and/or add-on fees to the Identity Protection that comes built in to your software.

Best-kept Secret of the Tax Industry​

In short...

  • Any Tax Pro can become a Service Bureau

  • Get your own Branded Tax Software

  • Help other Tax Pros by selling the software at a discounted price.

  • Earn extra Revenue from their Funded Bank Products.

  • Keep 100% of your add-on fees and Service Bureau fees

Security
Get

Everything You
Need For Your Tax Business

Your logo on phone

Branded Mobile App

Add your logo, brand color and company information to make your app match everything to your brand and style.

Terms Signature

E-Signature

With the built in e-signature tool, let your customers sign from anywhere.

Image folder

Paperless Office

Scan, Store and receive documents for each customer in one secure location.

Data Report

Web Reporting

Create and run customizable reports and gain instant insight into your business.

Dropdown Menu

Multi-language

With just one click convert your entire software to spanish.

Our Banking Partners Refund Advantage SBTPG Refundo Republic Bank |

Integrated Bank Products

Choose from any of the industry's leading refund transfer banks and start collecting your fees from your customer's refund.

Offer Cash Advance

Attract more customers by offering cash advances as soon as January 2nd.

GIVE US A SHOUT!

Request a dmeo today. Use the from to drop us an email or give us a ring.

Help us get to know you.

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