Service Bureau Package.
Build your own tax software brand.
One investment. Unlimited growth potential. White-label tax software, unlimited preparers, resell-ready training, a done-for-you marketing kit, and a dedicated partner success team — everything you need to launch and scale your own Service Bureau brand.
You don't need to build it all yourself.
You just need a partner who already did.
Most tax pros lose months chasing software bugs, IRS rejects, marketing experiments, and customer service complaints. Inside the Integrity Service Bureau, all of that is solved on day one — so you can focus on filing returns and growing revenue.
Everything you need.
Nothing you don't.
Best-in-Class Software
Cloud-based professional tax software. Web + Desktop. Branded with your logo. Fast, stable, and IRS-authorized — every form, every state.
See the software →World-Class Customer Service
Bilingual EN/ES support team. Real humans. Fast answers. Dedicated partner success manager assigned to your bureau.
Built-In CRM & Client Hub
Track every taxpayer, every status, every refund — and run automated SMS + email follow-up from one dashboard.
Marketing Tools & Resources
Branded flyers, social graphics, email templates, landing pages, and ad creative — done-for-you so you can launch fast.
Bank Products Built In
Refund Advantage, SBTPG, Republic, EPS, Refundo — pre-integrated. Refund advances, fee collect, and printed checks ready out of the box.
Training & Onboarding
Live + on-demand training for you and every preparer in your office. EFIN/PTIN walkthroughs, software certification, and refresher webinars.
One package. Everything you need to scale.
No tiers. No upsells. No surprises. Every tool, system, and human you need to operate a Service Bureau — bundled into one investment.
Service Bureau Package
Build your own tax software brand and scale with unlimited growth potential. White-label software, unlimited preparers, resell rights, and a partner success team built for serious operators.
Software & Branding
- ✓Unlimited Preparers & Licenses
- ✓Unlimited Funded Bank Product Returns
- ✓White Label Tax Software
- ✓Bank Product Support & Check Printing
Training & Education
- ✓Service Bureau Training
- ✓White Label Tax Course — Resell Rights Included
Marketing & Sales
- ✓Done-for-You Marketing Kit
- ✓High-Converting Service Bureau Landing Page
Operations & CRM
- ✓CRM Included
- ✓Dedicated Success Manager
- ✓Dedicated Support Phone Line
Partner Support
- ✓Priority Phone & Chat Support
- ✓Quarterly Strategy Calls
- ✓Top-Tier 24/7 Partner Support Hotline
No annual renewal fee at 700 funded returns.
There is no annual renewal fee once your Service Bureau reaches 700 funded bank products. If the 700 funded bank product requirement is not met, an annual renewal fee will apply.
Build your own tax software brand and scale with unlimited growth potential. One investment. Unlimited preparers. Unlimited opportunity.
Cybersecurity Reseller Suite
Generate recurring monthly revenue by reselling a fully managed cybersecurity solution to your tax offices and EROs. White-label ready, fully supported, and built for the security demands of modern tax practices.
- ✓Endpoint Protection & MDR
- ✓Email Security
- ✓Multi Factor Authentication
- ✓Patch Management
- ✓DNS & Web Filtering
- ✓Cloud Backup
- ✓Security Awareness Training
- ✓Dark Web Monitoring
- ✓Monthly Security Reports
- ✓White Label Sales Materials
- ✓Reseller Support
Curious what runs underneath? See the platform.
TW-1040, Pro Web, and Complete Pro — all included with your partner package. Built for speed, accuracy, and every form the IRS throws at you. Click through to see features, screenshots, and the live ROI calculator.
The toolkit that does the heavy lifting.
Marketing Asset Vault
200+ ready-to-go ad creatives, flyers, postcards, and social posts — all customizable with your brand.
Branded Taxpayer App
Your clients download YOUR app — track refund status, upload docs, sign returns from their phone.
Real-Time Office Dashboard
Every return, every preparer, every dollar — visible at a glance, drillable by office or week.
Compliance Library
IRS publications, due-diligence templates, security plans, and checklists kept current for you.
Automated Client Reach-Out
SMS + email sequences for return status, document requests, upsells, and off-season check-ins.
Off-Season Support
Quarterly partner calls, ongoing training, and a private partner community — open year-round.
Why partners switch to us.
They joined. They grew.
"Switched to Integrity last season. The CRM alone saved me 20 hours a week — and the marketing kit booked us solid by Feb 1."
"The support team actually picks up the phone. After three years on another platform, I forgot what that felt like."
"We grew from 2 offices to 7 in one season with the Bureau Partner package. The branded app sealed it for our clients."
From application to first return in 48 hours.
Apply
Fill out a 2-minute partner application. Tell us about your office and your goals.
Discovery Call
We map the right package, walk through pricing, and answer every question.
Onboard in 48h
Branded software, CRM, marketing assets, and bank setup — live within 2 business days.
Launch & Grow
Your success manager helps you market, train, and scale through the entire season.
Live in 48 hours — or your first month is free.
If we don't have your branded software, CRM, and bank products live within two business days of onboarding, we'll credit your first month's fees. That's our promise to every partner.
Common questions, straight answers.
These are partner packages for tax offices joining the Integrity network — you get our software, CRM, marketing, and support to run your own office. The full Service Bureau Program (separate page) is for owners building a multi-office wholesale operation with sub-offices under their umbrella.
Stop renting someone else's software.
Run your office on Integrity.
Apply today. Get matched to the right package on a 15-minute call. Be live and filing returns in 48 hours.