What is Service Bureau?
A service Bureau provides software, support and guidance to tax professionals. You can resale software with an option to brand the software with your logo and color scheme. However, you want to be more than just a tax software provider. You have to provide support, training and tech support to the tax professionals purchasing software.
Why should you become a Service Bureau?
If you already own a tax business, creating your own Service Bureau brand is one of the most lucrative business models in the industry. Not only would you have branded software, but your will be able to build a solid team. You can literally grow your business by teaching others what you already know.
What do you need to qualify?
At least 2 years experience as a tax professional
An active EFIN
50 previous funded bank products
What's Included In The Service Bureau Program
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Branded Tax Software
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Branded Mobile App & Client Portal
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Software Training
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Service Bureau Training
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Contracts
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Bank Products
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No Splits
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Additional EFIN Assistance
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Branding and Marketing Training
Embark on the journey of building your own Service Bureau from scratch by joining our course. Discover the essential skills and knowledge required to establish and become a service bureau.
Work with the right software!
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FREQUENTLY ASKED QUESTIONS
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How do I access my Training?Once payment is complete you will be sent full login instructions to our training website within 24hrs of payment. This information will be sent to the email you used to purchase your course. You will also receive a direct contact from our of our career experts within 24hrs of full payment to review your career path if not complete already If you have not received this email within 24 hours please check your email spam folder. If not in your spam reach out to us at info@lqfinancialacademy.com
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What is your refund policy?Due to the nature of the product, we do not offer any refunds. If for some reason you are not satisfied with our training or have another issue please speak to us directly as your satisfaction is our #1 priority.
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Are your trainings Virtual or In Person?BUSINESS CLASSES: All Business Training are fully expert instructor lead classes via Zoom call. TAX CLASSES: Tax Trainings are a combination of self paced material via our training website and expert instructor lead classes via Zoom call. TAX BUSINESS START UPS: All Tax Business Start Up training is 90% hands on instructor lead via Zoom or in Office visit when possible. The remaining 10% consist of various self pace trainings via our website. In these programs you will be meeting weekly with your expert instructor over the course of 5-6 months. LIFE INSURANCE CLASSES: All Life Insurance Agent Training is a combination or self paced material via our training website and expert instructor lead classes via Zoom call.
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What are the computer system requirements to take the online courses?You must have access to a computer and the Internet (high speed internet access is recommended). You can access the course contents from any web-enabled computer.
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How do I access my Training?Once payment is complete you will be sent full login instructions to our training website within 24hrs of payment. This information will be sent to the email you used to purchase your course. You will also receive a direct contact from our of our career experts within 24hrs of full payment to review your career path if not complete already If you have not received this email within 24 hours please check your email spam folder. If not in your spam reach out to us at info@lqfinancialacademy.com
-
What is your refund policy?Due to the nature of the product, we do not offer any refunds. If for some reason you are not satisfied with our training or have another issue please speak to us directly as your satisfaction is our #1 priority.
-
Are your trainings Virtual or In Person?BUSINESS CLASSES: All Business Training are fully expert instructor lead classes via Zoom call. TAX CLASSES: Tax Trainings are a combination of self paced material via our training website and expert instructor lead classes via Zoom call. TAX BUSINESS START UPS: All Tax Business Start Up training is 90% hands on instructor lead via Zoom or in Office visit when possible. The remaining 10% consist of various self pace trainings via our website. In these programs you will be meeting weekly with your expert instructor over the course of 5-6 months. LIFE INSURANCE CLASSES: All Life Insurance Agent Training is a combination or self paced material via our training website and expert instructor lead classes via Zoom call.
-
What are the computer system requirements to take the online courses?You must have access to a computer and the Internet (high speed internet access is recommended). You can access the course contents from any web-enabled computer.