TIER 4: ADVANCED

SOFTWARE PACKAGE

The BCS Tax Software Advanced Software Package is crafted for tax professionals ready to build and operate their own service bureau. This package offers expert guidance on branding, team management, marketing, and training strategies—empowering you to create and lead a thriving service bureau with a network of over 2,000 tax professionals.

It provides step-by-step support on establishing a strong brand, recruiting and onboarding new tax preparers and service bureaus, and optimizing team performance.

Please note: A valid PTIN (Preparer Tax Identification Number) and EFIN (Electronic Filing Identification Number) are required to utilize this package.

OFFER INCLUDES

  • CO-BRANDING SOFTWARE*

  • THE BLUEPRINT TO THE BCS TAX SOFTWARE

  • PROFESSIONAL TAX SOFTWARE

  • SOFTWARE TRAINING

  • TECH SUPPORT

  • TEAM BUILDING

  • IRS REGISTRATION

  • CLIENT FORMS

  • RECRUITING TRAINING

  • BANK REGISTRATION

  • TAX LAW UPDATES

  • EXPERIENCED BUSINESS COACH

  • 5 SOFTWARE LICENSES

  • TAX RETURNS REVIEW BEFORE IRS SUBMISSIONS (OPTIONAL*)

  • THE BLUEPRINT TO BUILDING A TAX COMPANY

  • WEEKLY CHECK INS

  • CRM AUTOMATION AND WORKFLOW

  • TAX TRAINING ACADEMY

  • SB MENTORSHIP

  • CORPORATE EMAIL

  • COPORATE PHONE NUMBER

  • ACCOUNT

NO REVENUE SHARED

EFIN REQUIRED

KICKSTART YOUR SUCCESS IN JUST 4 EASY STEPS!

Our simplified 4-step process takes you from selecting the right package to launching a successful tax business. We provide the knowledge, tools, and support you need to confidently serve your clients and grow a thriving practice.

GET STARTED TODAY!

BCS Tax Software provides tax professionals with software, mentorship, and business development resources designed to help build structured and scalable tax businesses.