00 Start Here: Service Bureau Success Roadmap
Begin with the full Service Bureau University roadmap. Learn the service-bureau business model, set 30-, 60-, and 90-day goals, complete your readiness checklist, choose weekly targets, and use the success scorecard to stay focused on software sales and ERO growth.
0%
01 Build Your Tax Software Offer
Create a clear, profitable tax software offer. Define what you sell, choose packages and pricing, structure enrollment and recurring revenue, explain included support, avoid overpromising, calculate profit, and present an offer qualified EROs understand.
0%
02 Sell Tax Software Like a Pro
Turn qualified prospects into software partners. Learn discovery questions, software demonstration flow, value-based selling, objection handling, follow-up, closing language, booking-link strategy, direct-message scripts, and the numbers required to reach your sales goal.
0%
03 Recruit EROs Every Week
Build a repeatable ERO recruiting system. Define your ideal ERO, use Facebook and professional networks, host webinars, create referral partnerships, run a seven-day follow-up sequence, follow a 30-minute daily recruiting routine, and track weekly pipeline targets.
0%
Unlock at Level 2
or Upgrade to Premium
04 ERO Onboarding & Bank Applications
Onboard each ERO correctly from day one. Covers required documents, EFIN verification, bank-product applications, adding a new office, software setup, agreements, payment setup, secure information handling, and first-week activation.
0%
05 Help Every ERO Recruit 20 Preparers
Help each ERO build a real tax team. Create the preparer opportunity, write recruiting posts and scripts, host recruiting events, interview candidates, choose compensation structures, onboard new preparers, and lead a focused 30-day Recruit 20 challenge.
0%
Private Course
06 ERO Growth & Leadership Blueprint
Help every ERO build a productive, compliant tax office. Covers recruiting and onboarding preparers, team motivation, pricing, client systems, marketing, commissions, production targets, retention, and year-round leadership.
0%
Private Course
07 Service Bureau Marketing Machine
Build an authority-based marketing system designed to attract EROs and sell tax software. Covers social content, lead magnets, webinars, landing pages, demos, email and text follow-up, recruiting campaigns, and done-for-you marketing support for EROs.
0%
Unlock at Level 8
08 Compliance, Security & Risk Management
Protect the service bureau, its EROs, and taxpayer information. Covers IRS security expectations, Written Information Security Plans, due diligence, EFIN and PTIN responsibilities, office compliance reviews, secure data handling, red flags, escalation, documentation, and audit readiness.
0%
Private Course
09 ERO Support & Client Success
Build a support experience that keeps EROs confident, productive, and loyal. Learn onboarding communication, support-ticket standards, issue escalation, response-time expectations, difficult conversations, follow-up, referrals, reviews, and retention.
0%
Unlock at Level 9
10 Retain, Renew & Scale
Build lasting recurring revenue. Prevent cancellations, run preseason renewal campaigns, hold quarterly ERO business reviews, improve low-producing offices, upsell support and marketing services, recruit sub-service bureaus, build leadership capacity, and map a 12-month scaling plan.
0%
Unlock at Level 9
11 Templates, Scripts & Resource Vault
Access the tools that make execution faster: tax software sales scripts, recruiting posts, demo checklists, ERO onboarding and bank-application checklists, agreements, support-ticket templates, ERO scorecards, webinar slides, follow-up sequences, and 30-day marketing calendars.
0%
Private Course
BONUS: ERO & Preparer Training Library
A ready-to-use tax training library service bureaus can share with EROs and preparers. Covers tax foundations, compliance, client intake, tax returns, professional workflows, and the knowledge teams need to serve taxpayers confidently.
0%
1-13 of 13