Your brand. Your software business. Your revenue potential.

Moneybag Partner is designed for entrepreneurs ready to move beyond reselling software and build their own branded tax software business as a Service Bureau.

Unlike a traditional reseller model, Moneybag Partner gives you your own branded professional tax software platform and greater control over how you build, market, and monetize your software business.

You'll have access to the technology and operational resources needed to run your Service Bureau, along with education, implementation support, business development tools, and resources designed to help you recruit EROs and grow your network.

Most importantly, you're building a software business under your own brand. You determine how you position your Service Bureau, establish your software offers, recruit EROs, and create additional revenue opportunities as your network grows.

What’s Included

Plug & Profit Technology Suite The technology and tools needed to power, manage, and expand your branded Service Bureau.

Moneybag Partner Vault Business operations, marketing, recruiting, and implementation resources designed to help you organize and operate your Service Bureau.

Service Bureau Success Blueprint Education and development designed to help you recruit EROs, strengthen your leadership, expand revenue, and scale your Service Bureau.

Partner Success Concierge Implementation guidance and ongoing support to help you navigate the operational and growth needs of your Service Bureau.

Moneybag Partner Advantage Access to exclusive community, networking, visibility, and partner benefits within the Moneybag ecosystem.

BONUS: Moneybag Partner Launch Framework A step-by-step foundational roadmap designed to help you establish and launch your Service Bureau successfully.

Who Is Moneybag Partner For?

Moneybag Partner is ideal for:

Entrepreneurs ready to launch their own branded tax software business
Experienced EROs ready to expand beyond operating a single tax office
Tax professionals who want to recruit and support their own network of EROs
Software resellers ready to graduate into Service Bureau ownership
Business owners looking to create additional revenue through tax software
Service Bureau owners who want stronger infrastructure, resources, and support for growth

Your Service Bureau. Your Revenue Model.

As a Moneybag Partner, you have greater control over the revenue generated through your Service Bureau.

Establish your own software pricing for your EROs
Set your own Service Bureau fee and retain the revenue generated from that fee
Mark up the applicable transmitter fee to create additional backend revenue
Build recurring revenue potential as your ERO network and return volume grow
Access additional revenue opportunities available through the Moneybag Partner ecosystem

Revenue and earnings are not guaranteed and depend on your pricing, ERO recruitment, return volume, participation, and other business factors.

Backend Fees

Transmitter Fee: $41 (Tax Slayer) / $45 (OLT)
Service Bureau Fee: Set by the Service Bureau

Moneybag Partners may mark up the transmitter fee above the base amount and retain the applicable markup. Partners also determine their own Service Bureau fee and retain the applicable Service Bureau fee revenue generated through their ERO network.

Important Information

Moneybag Partner is a Service Bureau opportunity that includes access to your own branded professional tax software platform.

Service Bureau ownership involves greater responsibility than participating as a software reseller, including recruiting and supporting EROs, managing your software network, establishing your pricing structure, and overseeing your Service Bureau operations.

Income is not guaranteed and will vary based on software sales, ERO recruitment, pricing, return volume, business activity, and participation.