diversifytaxsystems.com
diversifytaxsystems.com
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Frequently Asked Questions

Please reach us at hello@diversifymgmt.info if you cannot find an answer to your question.

 A: Yes. You must have an active EFIN to operate as a Service Bureau. If you don’t yet have one, we’ll guide you through the setup process. 


 A: Your income potential depends on how many preparers you onboard and the volume of software or returns processed. Most partners generate multiple streams of income each season. 


 A: Not necessarily. If you understand the basics of tax preparation or business operations, we’ll train you on the rest. Our onboarding covers software, pricing, marketing, and compliance. 


 A: Absolutely! We offer structured onboarding, tutorials, and live support so your team is ready before tax season begins. 


 A: No problem. We walk you through each step - from structuring your business and branding to pricing your software and handling support. 


 A: Yes! Your brand, your logo, your name - powered by our technology. 


 A: Yes! Most owners operate 100% online using our secure, cloud-based software and communication tools. You can manage preparers across the country. 


 A: Absolutely. We provide help desk support, live training sessions, and quick-response technical assistance for both you and your team. 


 A: Yes! You’ll get your own branded tax software, logo placement, and dashboard under your business name. 


 A: Packages vary depending on your goals. We offer flexible payment options and installment plans to make it easy to start before tax season. 


 A: Once your EFIN is active and you’ve completed onboarding, setup typically takes 3–5 business days. You’ll be ready to start enrolling preparers immediately. 


 A: Yes! You’ll receive live and recorded training for both Service Bureau owners and their preparers, including sales tips, software tutorials, and business growth strategies. 


 A: We don’t just sell software — we build partners. You’ll gain mentorship, marketing tools, referral systems, and ongoing coaching designed to help you scale long-term. 


 A: Our tech team is available via chat, phone, and email to handle all software or e-file issues promptly. 


 A: Yes! As a Service Bureau owner, you set your own software pricing, fees, and payout structures. 


 A: Yes, you’ll have a Diversify Success Manager assigned to your account. 


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