We provide the dedicated tools, resources, and technical assistance our partners need to serve their clients without interruption.
We provide the dedicated tools, resources, and technical assistance our partners need to serve their clients without interruption.
Your support shouldn't be complicated.
We handle the technical side so you can focus on growing your business.

EFIN & PTIN Updates
Bank Account & Product Changes
Address Modifications
Custom Service Bureau Logos

Troubleshooting Error Messages
Requesting New Licenses
Business/S-Corp Software Requests
Email Updates & SKOOL Support

Assigning User Roles
Updating Doc Prep Fees
Adjusting Service Bureau Fees
Transmitter Fee Updates

Mobile App Troubleshooting
Updating Phone Numbers & Business Names
Additional License Requests
Your support shouldn't be complicated.
We handle the technical side so you can focus on growing your business.

EFIN & PTIN Updates
Bank Account & Product Changes
Address Modifications
Custom Service Bureau Logos

Troubleshooting Error Messages
Requesting New Licenses
Business/S-Corp Software Requests
Email Updates & SKOOL Support

Assigning User Roles
Updating Doc Prep Fees
Adjusting Service Bureau Fees
Transmitter Fee Updates

Mobile App Troubleshooting
Updating Phone Numbers & Business Names
Additional License Requests

Our team focuses exclusively on ERO and Service Bureau software, meaning you get answers from professionals who truly understand your daily operations.

Time is money during tax season. We prioritize fast, accurate responses to minimize downtime and keep your workflow moving.

From initial setup and compliance updates to resolving unexpected software glitches, we provide end-to-end support so you never feel stranded.

Our team focuses exclusively on ERO and Service Bureau software, meaning you get answers from professionals who truly understand your daily operations.

Time is money during tax season. We prioritize fast, accurate responses to minimize downtime and keep your workflow moving.

From initial setup and compliance updates to resolving unexpected software glitches, we provide end-to-end support so you never feel stranded.
Note: Please be aware that our support team exclusively assists Service Bureaus. If you are a tax professional, please submit a ticket through our website for direct assistance.
Note: Please be aware that our support team exclusively assists Service Bureaus. If you are a tax professional, please submit a ticket through our website for direct assistance.
Our goal is to resolve your issue within 1 business day of receiving your ticket. We are available Monday through Friday, 10:00 AM to 6:00 PM CST, and we work to address every submission as promptly as possible. Tickets submitted after hours or over the weekend will be picked up the next business day.
It is important that you complete the support form in its entirety. Incomplete submissions will delay processing and may result in your ticket being held until the missing information is provided. Please include your EFIN, the specific software you are using, a clear description of the issue, and any relevant error codes or screenshots. Every field on the form exists for a reason — filling it out completely is the fastest way to get your issue resolved.
First, ensure you are using the correct email address associated with your account and check for typos. If you still cannot log in, use the "Forgot Password" link on the login screen. If you do not receive the reset email within 15 minutes (check your spam folder), please submit a support ticket, and we will manually verify your identity and restore access.
All requests for new licenses, as well as updates to your Doc Prep, Service Bureau, or Transmitter fees, must be submitted via a support ticket. Please specify the exact changes needed in your request, and our team will process the updates on the backend to ensure your account is configured correctly.
Yes. If you have not received a response within 2 business days, you are welcome to follow up by resubmitting your ticket and referencing your original request. Please avoid submitting multiple tickets for the same issue before that window has passed, as this can push your request further back in the queue. Our team works every ticket in the order it is received and is committed to getting back to every partner.
Our goal is to resolve your issue within 1 business day of receiving your ticket. We are available Monday through Friday, 10:00 AM to 6:00 PM CST, and we work to address every submission as promptly as possible. Tickets submitted after hours or over the weekend will be picked up the next business day.
It is important that you complete the support form in its entirety. Incomplete submissions will delay processing and may result in your ticket being held until the missing information is provided. Please include your EFIN, the specific software you are using, a clear description of the issue, and any relevant error codes or screenshots. Every field on the form exists for a reason — filling it out completely is the fastest way to get your issue resolved.
First, ensure you are using the correct email address associated with your account and check for typos. If you still cannot log in, use the "Forgot Password" link on the login screen. If you do not receive the reset email within 15 minutes (check your spam folder), please submit a support ticket, and we will manually verify your identity and restore access.
All requests for new licenses, as well as updates to your Doc Prep, Service Bureau, or Transmitter fees, must be submitted via a support ticket. Please specify the exact changes needed in your request, and our team will process the updates on the backend to ensure your account is configured correctly.
Yes. If you have not received a response within 2 business days, you are welcome to follow up by resubmitting your ticket and referencing your original request. Please avoid submitting multiple tickets for the same issue before that window has passed, as this can push your request further back in the queue. Our team works every ticket in the order it is received and is committed to getting back to every partner.
Monday – Friday: 10:00 AM to 6:00 PM CST
Tickets submitted after 6:00 PM CST will be addressed the following business day.
Thank you for your patience and partnership.
Monday – Friday: 10:00 AM to 6:00 PM CST
Tickets submitted after 6:00 PM CST will be addressed the following business day.
Thank you for your patience and partnership.
Income & Compliance Disclaimer:
Service Bureau Direct provides software access, training, education, systems, community, and business support. We do not guarantee income, client volume, bank product volume, tax outcomes, or business results. Results vary based on experience, credentials, effort, market, compliance, client acquisition, pricing, filing volume, team performance, and business execution. Partners are responsible for following all applicable IRS requirements, maintaining accurate records, protecting taxpayer information, and operating professionally.