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Become A Reseller/ Service Bureau With Financial Wellness

Our reseller program is designed for those with high volume offices, multiple locations, and those with the gift of  sales and marketing. Grow your tax business by becoming a reseller of our software and increase your revenue expeditiously. Join a company with over 25 years of experience in the professional tax software industry with successful tools and strategies to ensure your success as a tax software reseller. You will have the luxury of reselling award winning, innovative, efficient tax software for less to thousands of potential tax offices. Remember every tax preparer, cpa, and accountant is a potential client and since there are over a million tax preparers in the United States the odds are on your side! 

What Does Being A Reseller/Service Bureau Mean?

  • Being Your Own Boss

  • Offering Excellent Customer Support

  • Setting Your Own Software Prices

  • Earning Splits per return and a SB Fee

  • Being In Complete Control Of Every Office

  • Branding Your Own Software

  • Selling Tax Software Year Round

What Financial Wellness Offer Resellers

  • Mobility – Complete mobility with the most stable Cloud-based software available

  • Consulting – Company/Employees in the tax prep business over 25 years

  • Branding – We place Your Brand on your software and place Your Brand on a tax-payer mobile app

  • Ease of Use – Set up new preparers and offices with the click of a button

  • Bilingual – Spanish-speaking Software Specialists and Spanish forms

  • Management – Run your offices with cutting edge easy to use reporting and dashboards

  • Cost Savings – Multi-office and volume discounts. Paperless offices!

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Control Everything as a Financial Wellness Reseller

  • Streamline Your Tax Business

  • Review both paper and e-File returns from each sub-site

  • View and manage each return and source to ensure quality

  • Manage and review status of each tax return for your offices

  • View Daily Activity Reports show the number of returns that are Paper Filed, e-Filed, Acknowledged, and Completed

  • Set up transmit and feeder sites

  • View Financial Totals Report that shows returns by fee and refund type

  • View Bank Information Reports include total bank product counts and return status

Want more information on how to become a Reseller with Financial Wellness

Don’t Hesitate Contact Us Today at 1-800-484-4322