TERM. The term of this Agreement begins on the official start date of e-file services, which will commence on the date this Agreement is signed, and will end on September 31, 2027. Training, education, IRS registration, and compliance responsibilities will begin immediately upon signing. A new agreement must be reviewed and signed each tax season in order for the ERO/EFIN Holder to maintain access to the software and associated banking platforms.
SERVICES.
Service Bureau agrees to provide the ERO/EFIN Holder with the following:
(a) Access to the tax software selected by the ERO/EFIN Holder on the attached Service Agreement form.
(b) Transmission and processing services required to electronically file tax returns and offer “bank products” through Service Bureau’s electronic filing program. The ERO/EFIN Holder acknowledges that bank products are provided by participating banks under agreements with Service Bureau. Fees for bank products (“Bank Fees”) are determined by the participating banks.
(c) Unlimited support during both the preseason and tax season throughout the duration of this Agreement.
(d) Education and training on tax return preparation, basic tax law, and marketing strategies.
The ERO/EFIN Holder agrees and acknowledges that they have read and understood this Agreement and agree to comply with all stated terms.
This Agreement may not be modified or amended except through a written document signed by authorized representatives. This license and all terms and conditions herein shall be governed by the laws of the State of Texas.
ERO AGREEMENTS/RESPONSIBILITIES
As an ERO, I will agree to and understand that I must:
remain ethical in preparing tax returns and that I am responsible for all returns that are prepared with my EFIN. Any fraud that is committed under this EFIN all agreements will be null in void and Service Bureau will not intervene nor be held liable for anything under your own EFIN.
protect taxpayer data that is submitted, used, and stored to prepare tax returns
keep any information learned through trainings, in emails, lectures, zooms, books and ebooks, brochures, and any other media both printed and digital confidential.
keep us up to date with current contact information at all times.
ensure to gather taxpayer data for compliance and upload it to the necessary portals as outlined by your software.
execute any invoices payable to the service bureau in a timely fashion
SERVICE BUREAU RESPONSIBILITIES
As a software proider, we will agree to and understand that we must:
ensure that all technical issues that may arise are handled in a timely fashion
have an open line of communication for EROs at all times
provide opportunities for training and continuing education relevant to current tax/IRS law
remain ethical and protect the brands in which we are in partnership with confidential if opted in
provide all payments that may be due to ERO in a timely fashion.
Confidentiality , Non-Disclosure Policy & Social Media Policy
Service Bureau is growing into a highly visible public company and a leader in the tax preparation industry. Because of this, the release and communication of information must be carefully coordinated and timed according to the needs of the organization.
As a partner, you may receive access to information, products, and services before they are released to the public. Therefore, any information shared in trainings, physical materials (like boxes), e-learning platforms, Zoom calls, or coaching sessions is considered confidential. Only the person directly partnered with Service Bureau may access and use these resources.
Service Bureau respects your right to express yourself as a partner, team member, or volunteer. However, what you say, write, or post publicly in connection with our brand is a direct reflection of our company and has the power to build—or harm—our reputation.
Any grievances, concerns, or complaints must be addressed directly and privately with Service Bureau. Public airing of disputes is strictly prohibited. Violation of this policy is non-negotiable and may result in immediate legal action, including fines of up to $20,000.