Paper Touchers

Partnership Includes: 

Service Bureau License
Operate your own service bureau and support tax preparers under your network while building an additional stream of revenue within the tax industry.

White Label Professional Tax Software
Launch your business using professional tax software branded under your company so your preparers operate within your ecosystem.

Team Training – Tax Law + Software
We train your team on both tax law fundamentals and how to properly navigate the software, so they can prepare accurate and compliant tax returns.

18 Continuing Education Credits + Self-Paced Tax Law & ASFP
Stay compliant and continue growing your knowledge with 18 CE credits, along with self-paced tax law education that qualifies toward the Annual Filing Season Program (AFSP).

Marketing Bootcamp
Learn proven strategies to attract taxpayers, grow your client base, and help your preparers build visibility in their local markets.

Tax Business Automation (TaxRilla CRM)
Automate your operations with TaxRilla CRM, helping you manage leads, client communication, onboarding, and document collection all in one system.

Service Bureau Infrastructure Setup
We help you structure the backend of your service bureau so you can properly support preparers, manage reporting, and operate efficiently.

Onboarding Systems
Pre-built onboarding processes that allow you to quickly bring new preparers into your network with clear expectations and training.

Client Forms & Compliance Materials
Access to the essential forms and compliance documents needed to properly run a tax preparation business and meet IRS due diligence requirements.

Business Payroll Setup Support
Guidance on setting up payroll systems so you can properly compensate your team, track payments, and maintain organized records.