How to Become a Tax Software Reseller

Are you a tax preparer or entrepreneur looking to expand your horizons and elevate your tax business to new heights? Becoming a Tax Software Reseller could be the strategic move you’ve been searching for. 

‘What’s a Tax Software Reseller?’ you may ask. Or ‘how to become a tax software reseller’? Or even ‘how much does it cost?’ and ‘what are the legal requirements?’. Keep reading and we’ll make sure all of your questions are answered.

With Taxx Savage’s innovative software solution, you can white label their software to offer a range of services and create an additional income stream for your tax business. 

What Is aTax Software Reseller?

A Tax Software Reseller operates as a comprehensive platform that offers a variety of tax-related services to clients. By taking advantage of Taxx Savage’s white label software, you can transform your tax business into a one-stop shop for tax preparation, planning, financial consulting, and more. This concept allows you to cater to a broader range of client needs while boosting your revenue potential.

Breaking it down even further, most tax software resellers are not just a place for all tax preparers needs but a reseller of tax preparation software to other businesses! So you will not only serve tax preparers with an EFIN, but baby tax preparers holding a PTIN as well. Exciting stuff, right?  

How to Become a Tax Service Bureau

Who Should Consider Becoming a Tax Software Reseller?

🗸 If you are looking for more than just the daily grind of preparing taxes during the tax season.🗸

🗸 If you are looking to invest in a business that is ‘as sure as death and taxes’. Even if you have no experience in the tax world.

🗸 If you’re in insurance, accounting, banking, credit repair, or another financial adjacent business already.

🗸 If you’re looking to diversify your tax preparation business to have income all year.

Tax preparers and entrepreneurs who are looking to expand their service offerings and create additional income streams should consider becoming a Tax Service Bureau. This strategic move allows you to tap into a wider client base and differentiate your brand from traditional tax preparers.

How to Become a Tax Software Reseller in 7 Steps:

1. Understanding the Tax Software Reseller Concept

Familiarize yourself with the comprehensive range of tax-related services that a Tax Software Reseller provides. This step is crucial to positioning your business as a holistic solution for clients’ financial needs. 

2. Embrace the White Label Solution

Utilize Taxx Savage’s white label software to brand the software as your own. This maintains the software’s functionality while enhancing your brand identity in the market.

3. Expand Your Services 

With the white label software in place, broaden your service offerings to encompass tax planning, business consulting, retirement planning, and more. This diversification enhances your value proposition.

4. Create New Income Streams

Introduce value-added services such as consultations, credit repair, notary, financial planning, or specialized tax services. This not only increases revenue but also establishes you as a trusted advisor to your clients. But the biggest and most important focus should be on bringing in other tax professionals to work with you as partners.

5. Enhanced Client Engagement 

Utilize Taxx Savage’s software to streamline client communication, document sharing, and real-time updates on tax status. Strengthened client relationships contribute to overall satisfaction.

6. Differentiate Your Brand 

Stand out in a competitive market by offering a comprehensive suite of services. The Tax Service Bureau model demonstrates your commitment to holistic financial well-being, setting you apart.

7. Growing Your Business 

As your reputation grows, attract more tax professionals and entrepreneurs to join your Tax Service Bureau network. This fosters a supportive community while expanding your business reach.

How Much Does It Cost to Become a Tax Software Reseller?

The costs associated with becoming a Tax Software Reseller can vary depending on factors such as software integration, marketing, and additional staff. It’s important to budget for software licensing, branding efforts, and any necessary personnel. 

However if you join with Taxx Savage as a service bureau, this can significantly reduce your start-up costs since they pay the bulk of required fees. You just need to bring your EFIN and an entrepreneurial mindset.

Costs to Become a Tax Service Bureau

What Licenses or Credentials Are Required to Open a Tax Software Reseller?

The specific licenses and credentials required to open a Tax Software Reseller can vary based on your location and the services you intend to offer. Usually, you will need a business license and atleast an EFIN, however using Taxx Savage’s platform the EFIN license is not always needed. We offer EFIN assistance to our clients. If you plan to offer additional services such as financial consultations or tax planning services it’s a good idea to have someone on staff with advanced certifications which also can be achieved through Taxx Academy. But the actual business owner does not require anything further than a business license at the local or state level.


Now that we’ve answered most of your questions, especially ‘how to become a tax service bureau’, let us know if you’re interested in joining the big leagues!

Becoming a Tax Software Reseller with Taxx Savage’s white label software is a strategic move that can revolutionize your tax business. By offering a diverse range of services and creating new income streams, you’ll be well on your way to achieving a six-seven-figure firm while delivering unparalleled value to your clients.

Ready to diversify your tax business and embark on this exciting journey? Contact Taxx Savage today to explore how our white label software can transform your tax preparation business into a thriving Tax Software Reseller Program. Whether you’re an established tax professional or an entrepreneur entering the industry, becoming a Tax Software Reseller could be your path to sustained growth and success.


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