5 - Steps to Tax Season Success
Your roadmap to profits and growth
Why United eFile
United eFile is built by operators. Our team has spent years launching and supporting tax software programs for real offices. That playbook—fast setup, clear workflows, responsive support—now powers United eFile.
Who We Help
Independent preparers, multi-preparer firms, service bureaus, and ambitious newcomers who want reliable software, practical training, and responsive support—without extra busywork.
You Get:
- Pro tax software (Online + Desktop for business returns)
- Office productivity tools (mobile intake, e-sign, doc management)
- Year-round support (English/Spanish), help desk + live chat
- Community (user forum + Facebook group)
What You'll Achieve:
- Launch faster: guided onboarding, checklists, and training
- Work cleaner: mobile intake, e-sign, and organized documents
- Serve more: handle 1040 and entity returns in one platform
- Increase revenue paths: enable refund transfers/advances where eligible; offer add-on services
Platform Highlights
ONLINE + DESKTOP
Prepare and e-file individual returns from anywhere, and keep corporate/partnership work in-house with the Desktop option.
Mobile Intake & Client Portal
Collect documents securely, chat in real time, and track e-signatures—reducing back-and-forth and turnaround time.
Bank Product Access
Connect with options including SBTPG, Refund Advantage, and Refundo (subject to provider approval).
Third-party names/logos are for identification only; no endorsement is implied.
Training, Support & Community
Live chat and ticketed help desk, knowledge base, video walkthroughs, and an active peer community so you’re never stuck during peak season.
Two Ways to Get Started
Reseller (Service Bureau)
$2,500
-
Build your own branded software business with backend tools and enablement.
- White-label software experience
- Backend portal to manage sites/usersMarketing enablement + templates
- Coaching and launch playbook
- Revenue opportunities via fees and add-ons
Software User
$800
-
Run your office on United eFile with guided setup and support.
- Pro software (Online + Desktop option)
- Guided onboarding and group coaching
- Bank product access (where eligible)
- Templates, checklists, and best-practice workflows
Our process in three easy steps
1
PICK YOUR PATH
Reseller or User
2
ONBOARD
With guided setup, checklists, and enrollment assistance
3
OPERATE & GROW
With tools, support, and community
Connected with Trusted Bank Partners
Compliance & Notes
Bank product availability requires provider approval and compliance with applicable rules. Third-party names/logos are used for identification only; no endorsement is implied. Want this tailored for your Reseller page and User page as separate versions (with different CTAs and FAQs)? I can split and refine instantly.