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.