SERVICE BUREAU (SVB) PARTNER

For leaders ready to build full-scale teams, generate overrides, and operate as a complete service bureau.

Includes:

• Service Bureau license under your own EFIN

• Branded software + built-in CRM system

• Full training and mentorship for leadership, marketing, and backend management

• Dedicated bank setup under your credentials

• Ability to hire PTIN and ERO partners

• Ability to resell software access and set your own prices

• Weekly mentorship calls and profit-scaling training

Referral & Override Structure:

• Receive your own unique referral link to recruit PTIN, ERO, and SVB partners

• Earn direct-deposit commissions for every signup

• Track all leads, referrals, and payouts directly from your CRM dashboard

• Earn override bonuses on your downline partners’ production

Our Software System

We are a certified reseller for:

✅ TaxSlayer

✅ TaxWise

✅ CrossLink

✅ Drake

Every software package comes fully equipped with a CRM system that lets you:

• Track leads & clients in real time

• Send blast texts and automated emails

• Manage your entire team’s performance

• View referral earnings and commissions

• Access training modules, mentorship sessions, and marketing tools in one place

Referral Program Overview

Our referral program was designed to create passive income opportunities for all partners.

• Each partner receives a custom referral link.

• When someone joins using your link, you’re automatically credited and paid directly.

• Referral commissions are direct-deposited to your account.

• You can build multiple income streams by referring partners and helping them grow.