Service Bureau Partner Onboarding System Kit

Take the headache out of onboarding new ERO partners with the Service Bureau’s Onboarding EROs Folder. This system gives you everything you need to welcome, train, and set up EROs so they’re fully prepared to file under your service bureau.

Includes:

• ERO info & banking setup form
• Service Bureau agreement (editable)
• Software selection & setup guides (TaxSlayer Pro Web, OLT Pro Web)
• Bank product enrollment instructions (Refund Advantage, SBTPG)
• ERO pricing tiers & package examples
• Marketing starter tips for EROs to grow their business
• SOPs for service bureau/ERO communication and support

Perfect for service bureaus who want a professional, repeatable onboarding process that builds strong ERO relationships from the start.