Flexibility and Visibility for your Service Bureau Operation
Service Bureaus require flexibility to achieve customer goals and provide a competitive edge to help grow your business. Visibility is also a key component to produce an increase in efficiency and maximize profits, while accommodating a variety of customer environments.
The TaxExact Service Bureau Program is designed to meet and exceed the unique needs of our Service Bureau partners. We strive to offer Service Bureau customers value beyond the ability to merely resell our software, by including:
- Tiered pricing and volume incentives for TaxExact desktop and online products
- Flexible Service Bureau fee options to help generate revenue
- Multi-office management to assist with visibility into all of your sub-offices
- Contractual protection for you and your customer base
- Different program levels to fit your needs as you experience growth
- A variety of industry leading products to generate additional revenue growth for your service bureaus
Additionally, the TaxExact Service Bureau Program includes a robust mix of support including:
- account management
- comprehensive training
- technical support
- marketing support
For more information, please contact:
TaxExact Software Key Features and Benefits
- Includes all available Federal, State, and City MEF Forms for the 2011/2012 tax season
- Available with a W2 barcode reader
- After the Fact Payroll offered with the tax software
- Features a forms entry mode and a full interview mode
- Toggle between English and Spanish from within the tax return with just one click
- Available with Puerto Rico Hacienda and Federal forms
- Ability to print checks from any location
- Convenient CRM (customer relations management) software for service bureaus opting to use it
- Professional File Center/Customer Portal has comprehensive features such as multi-office management and reporting
- Available with Satellite Office Management to manage service bureaus and allow tax return support between satellite offices and managing offices
- INSTANT IRS ACKNOWLEDGEMENTS! No more waiting 24 hours for acknowledgment
- Full Feature Accounting & Payroll
- Appointment Scheduler
- One click toggle between English & Spanish
- Comprehensive City Forms selection
- After the Fact Payroll