Reseller (Service Bureau)
Build your own branded tax-software business—without building the software.
United eFile gives service bureaus a white-label platform, backend tools, and ongoing enablement so you can recruit offices, support them well, and grow fee revenue—season after season.
United eFile Service Bureau (Reseller Program)
Build your own branded tax-software business—without building the software.
United eFile gives service bureaus a white-label platform, backend tools, and ongoing enablement so you can recruit offices, support them well, and grow fee revenue—season after season.
Who it’s for
- Established preparers expanding into reseller/service bureau operations
- Regional leaders managing multiple offices/sub-sites
- Entrepreneurs launching a branded software offering fast
What you get
- White-label software experience: your brand, your portal, your onboarding flow
- Backend control center: manage sites, users, permissions, reporting
- Revenue levers: software license fees, service bureau fees, client-fee add-ons (where allowed)
- Bank-product access: options with SBTPG, Refund Advantage, Refundo (subject to provider approval)
- Launch playbook & enablement: templates, checklists, scripts, sales assets
- Training & support: guided onboarding, year-round help desk + live chat (EN/ES), community access
How it works (3 steps)
- Enroll as a Service Bureau → we brand and configure your portal
- Onboard offices with our step-by-step playbook
- Operate & grow using dashboards, training, and revenue programs
Pricing
$2,500 one-time for the Service Bureau setup and enablement package.
Ask about volume scaling and website/marketing add-ons.
Why United eFile
We’re a tax preparation software provider and office-productivity enhancement company. Our platform, tools, and training keep you focused on growth—not busywork.
FAQs (mini)
Can I use my brand? Yes—fully white-labeled.
Do you support corporate/partnership returns? Yes—desktop option available for entity returns.
How fast can I launch? Typical setup is quick once your details are in—our team guides every step.
CTA: Book a 10-Minute Fit Call → https://www.unitedefile.com/appointment/1
CTA: Start Service Bureau Onboarding → https://www.unitedefile.com/onboarding
Third-party names/logos are used for identification only; no endorsement is implied. Bank-product availability requires provider approval and compliance with applicable rules.