Service Bureau Launch Kit

Service Bureau Launch Kit

Build Your Bureau. Recruit a Team. Launch with Confidence.

The Service Bureau Launch Kit is a complete branding and content system designed for tax professionals ready to operate at the next level. Whether you’re launching a new service bureau or rebranding for growth, this kit equips you with everything needed to attract, convert, and retain both clients and team members.

What’s Included:

1. Custom Brand Kit
Your brand identity built from scratch, including:

• Primary Logo, Submark, and Icon

• Brand Style Guide with fonts, colors, and visual direction

2. Editable Social Media Kit

• 36 editable Canva templates optimized for pre-tax and tax season

• Designed to help you promote services, build trust, and recruit team members

3. Jotform App Template

• Custom-designed mobile app for your clients or team to access resources, complete forms, and stay connected

4. Recruiting Content Kit

• Graphics and captions for recruiting tax professionals

• Editable PDFs, Instagram posts, email graphics, and call-to-action designs

5. Ebook Design

• Up to 120 pages designed for digital delivery or print

• Custom layout, branded elements, and formatting for a lead magnet or training guide

6. Email Header

• Professional, branded email banner for newsletters, automations, or promotional outreach

7. Business Card Design

• Double-sided business card ready for print and digital sharing

8. Full Website Design

• Multi-page website tailored for your tax brand

• Mobile-friendly, optimized for conversions, and integrated with your client intake system

Base Package Price: $1,650

CRM Buildout Add-On

Upgrade to Full Automation and Scale With Systems

When you add on the CRM Buildout, you’re unlocking a fully customized backend system that helps you organize client data, streamline onboarding, automate communications, and scale your operations with ease.

CRM Add-On Includes:

• Client Intake Automation: Seamless data collection and follow-up sequences

• Lead Pipeline Setup: Track inquiries, consultations, and conversions from one dashboard

• Automated Email & SMS Sequences: Pre-scheduled messages for onboarding, reminders, and upselling

• Team and Task Management: Delegate, manage, and track progress on tasks and roles

• System Integration: Connect your CRM with your website, Jotform App, or other tools

Launch Kit + CRM Buildout Price: $2,400

Who This Is For:

• Service Bureau Owners looking for a complete launch system

• Tax professionals scaling into software reselling and team building

• Entrepreneurs ready to position their tax brand for long-term growth

Timeline & Process:

• Turnaround: 10–15 business days (after onboarding and content submission)

• Intake Form and onboarding consultation included after purchase

• Final files delivered via shared drive + website login credentials