Free download: the WISP Readiness Checklist for tax professionals. Get the checklist
Tax Mastery Pro
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For service bureaus

A white-label tax CRM that turns your bureau into a recurring revenue business.

Offer every ERO office in your network its own fully branded CRM. You set the monthly price and setup fees, they get the tools to run a modern tax office, and you manage everything from one centralized service bureau portal.

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Your pricing. Your brand. Your profit.

Tax Mastery Pro gives service bureaus the power to offer a fully branded CRM to every ERO office under their network. You set your own monthly pricing and setup fees, which lets you build recurring revenue while giving your firms the tools they need to manage clients, preparers, documents, payments and workflows.

Every ERO office gets its own branded system

Each ERO office receives its own branding, logo, colors, emails and secure dashboard. To their clients, it looks and feels like the office's own software. That strengthens your offices' brands and strengthens their relationship with you.

Oversee your whole network from one portal

Your service bureau dashboard lets you oversee participating ERO offices, communicate with firms, review activity and manage your CRM network in one place, without building or maintaining a CRM from scratch.

What you get

Everything your office needs in one place.

Set your own prices

You decide the monthly fee and setup fee for your offices.

Fully branded per office

Logo, colors, emails and dashboard for each ERO.

Recurring monthly income

A new revenue stream on top of your existing bureau services.

Centralized bureau portal

See and support every participating office from one place.

Compliance-focused tools

Secure documents, permissions, activity tracking and e-signatures.

Stronger ERO relationships

Give your offices a reason to stay with your bureau.

Free download

Is your tax office WISP ready?

Federal rules require tax professionals to protect client data with a written information security plan. Our free checklist walks you through what the FTC Safeguards Rule and IRS guidance expect, in plain English, so you can spot the gaps before they become a problem.

  • The 9 required parts of an information security program
  • Access, encryption and multi-factor authentication checkpoints
  • What to do (and who to notify) if a breach happens
  • A printable checklist you can work through with your team
WISP Readiness Checklist

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FAQ

Common questions

Do you offer plans for service bureaus?

Yes. Service bureaus can provide branded CRM accounts to their ERO offices, set their own setup fees and monthly pricing, and create an additional revenue stream.

Can service bureaus manage all their ERO offices in one place?

Yes. Service bureaus receive a centralized dashboard where they can oversee participating ERO offices, communicate with firms, review activity, and manage their CRM network.

How do I get Service Bureau pricing?

Service Bureau plans are customized based on the number of offices and the features your organization needs. Contact us for pricing and plan options.

Ready to run your office from one branded platform?

Plans start at $59 per month with unlimited clients and every CRM feature included.

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