Legacy Suite Software Package | Full Service Bureau

Who is this for?
Ideal for tax pros with 300+ clients ready to scale into a full Service Bureau. This package is for professionals who want to run their own branded tax business with unlimited resale licenses and master EFIN control.

What’s included:

• Full Service Bureau license with unlimited resale rights

• Ability to set and receive your own Service Bureau fees in real time

• Group Service Bureau training to master the software and processes
  

• Marketing training to attract and retain clients effectively

• Assignment of a Master EFIN to run your business compliantly

• Six private one-on-one coaching sessions with me to personalize your growth strategy

• Access to my calendar for ongoing support even after your coaching sessions end

• Choose between TaxSlayer Professional or OLT Professional software

• Professional tax software with cloud-based access

• Client intake forms and marketing materials (5 included)

• Access to private Facebook & Telegram communities for networking and support

• Loan offer capability up to $7,000 for your clients

• Transparent pricing and setup guidance

• Software setup and login credentials delivered within 21 business days after completing your intake form

Important:
All sales are final. After purchase, you’ll receive a digital welcome packet with next steps to get started.