Join APEX Tax SOLUTIONS as a Sub Service Bureau Partner

With over 20 years of experience in the tax preparation industry, APX Tax is a trusted partner to hundreds of tax businesses nationwide. We don’t just sell licenses—we actively use the same software in our own firm for both onsite and remote employees, proving its reliability in real-world operations. Our deep expertise, hands-on support, and proven technology make us the ideal partner for growing your tax business. 

Yes. An Electronic Filing Identification Number (EFIN) issued by the IRS is required for e-filing tax returns. If you don’t have one yet, you can apply directly through the IRS, and we can guide you through the process. 

A Sub Service Bureau is a business that resells professional tax preparation software under its own brand. As a partner, you can provide software, bank products, and support to your own network of tax preparers while earning revenue from each sale and funded product. 

You can generate income by reselling licenses for professional tax software, offering bank products like refund transfers and advances, and providing related services to your network of preparers. The more preparers and offices you bring on board, the higher your earning potential. 

 While experience helps, it’s not required. APEX provides full onboarding, admin setup, and one-on-one training so you can confidently operate as a Sub Service Bureau and support your preparers. 

Our professional tax software is cloud-based, secure, and includes unlimited returns and users, built-in bank product integration, a client portal, and full admin controls to manage your network in real time. 

Security is a top priority. The platform uses bank-level encryption, multi-factor authentication, and secure cloud hosting to protect taxpayer data and meet IRS compliance requirements. 

 Simply contact our team to schedule an onboarding session. We’ll guide you through software setup, branding, training, and strategies to recruit preparers so you can start generating revenue quickly.