Launch Your Own Tax Software Brand.
Build and scale your own service bureau with a full software brand buildout, custom domain, branded software app, CRM tools, automations, onboarding support, ERO management systems, and operational support.
Keep 100% of your service bureau fees, CRM add-on revenue, approved upgrade revenue, transmission fee markups, and qualifying funded return rebates.
Applications reviewed for operational fit, scaling goals, and partnership alignment.
Everything needed to operate and scale.
MTP Service Bureau Partners receive the systems needed to support ERO growth, onboarding, software management, automation, recruiting, and bureau-level expansion.
Software Brand Buildout
Access a scalable tax software ecosystem with branded software environments, onboarding systems, and operational tools.
Custom Domain & App
Receive a custom domain and branded software app experience designed to support professional trust and partner growth.
CRM & Automations
CRM access, onboarding workflows, automations, communication systems, and operational support tools are included.
ERO Scaling Systems
Support ERO growth through onboarding systems, recruiting tools, training support, rebate structures, and management tools.
Revenue Ownership
Keep 100% of service bureau fees, CRM add-on revenue, transmission fee markups, and qualifying rebate incentives.
Operational Support
Receive onboarding guidance, tech support, setup support, CRM support, workflow assistance, and scaling support.
Keep control of your revenue.
MTP Service Bureau Partners maintain ownership of service bureau fees, CRM add-on revenue, approved upgrade revenue, transmission fee markups above the standard office fee, and qualifying rebate payouts.
White-Label CRM Expansion
Advanced CRM workspace ownership, branded CRM environments, downstream account control, and expanded systems for growing Service Bureau partners.
Annual fee waived for partners with 200+ qualifying funded bank returns.
Built to reward production and scale.
MTP Service Bureau Partners receive qualifying rebate incentives based on funded bank return production, transmission fee markups, and approved add-on participation.
200 to 599 Returns
Qualifying funded bank returns receive a $3 rebate payout per funded return.
600 to 999 Returns
Qualifying funded bank returns receive a $5 rebate payout per funded return.
1000+ Returns
Qualifying funded bank returns receive an $8 rebate payout per funded return.
Start building your service bureau.
Applications are reviewed for operational fit, scaling goals, and partnership support needs.