Expert Software Support for Service Bureau Direct Partners

We provide the dedicated tools, resources, and technical assistance our partners need to serve their clients without interruption.

Expert Software Support for Service Bureau Direct Partners

We provide the dedicated tools, resources, and technical assistance our partners need to serve their clients without interruption.

Your success as a Service Bureau Direct partner depends

on having reliable support behind you.

From day-to-day account management to resolving unexpected software issues, we are here to make sure nothing slows you down.

Your success as a Service Bureau Direct partner depends on having reliable support behind you. From day-to-day account management to resolving unexpected software issues, we are here to make sure nothing slows you down.

What We Offer

Your support shouldn't be complicated.

We handle the technical side so you can focus on growing your business.

Account & Profile Setup

  • EFIN & PTIN Updates

  • Bank Account & Product Changes

  • Address Modifications

  • Custom Service Bureau Logos

Software & Licensing

  • Troubleshooting Error Messages

  • Requesting New Licenses

  • Business/S-Corp Software Requests

  • Email Updates & SKOOL Support

Roles & Fee Management

  • Assigning User Roles

  • Updating Doc Prep Fees

  • Adjusting Service Bureau Fees

  • Transmitter Fee Updates

Access & Mobile Support

  • Mobile App Troubleshooting

  • Updating Phone Numbers & Business Names

  • Additional License Requests

What We Offer

Your support shouldn't be complicated.

We handle the technical side so you can focus on growing your business.

Account & Profile Setup

  • EFIN & PTIN Updates

  • Bank Account & Product Changes

  • Address Modifications

  • Custom Service Bureau Logos

Software & Licensing

  • Troubleshooting Error Messages

  • Requesting New Licenses

  • Business/S-Corp Software Requests

  • Email Updates & SKOOL Support

Roles & Fee Management

  • Assigning User Roles

  • Updating Doc Prep Fees

  • Adjusting Service Bureau Fees

  • Transmitter Fee Updates

Access & Mobile Support

  • Mobile App Troubleshooting

  • Updating Phone Numbers & Business Names

  • Additional License Requests

Why Partner With Us?

Specialized Expertise

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

Rapid Issue Resolution

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

Comprehensive Operational Solutions

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

Why Partner

With Us?

Specialized Expertise

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

Rapid Issue Resolution

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

Complete Operational Support

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.

Frequently Asked Questions

How long does it take to get a response from the support team?

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.

What information should I include when submitting a support ticket?

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.

I am locked out of my account. How do I regain access?

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.

How do I request additional software licenses or update my fees?

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.

Can I follow up on a ticket I already submitted?

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.

Frequently Asked Questions

How long does it take to get a response from the support team?

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.

What information should I include when submitting a support ticket?

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.

I am locked out of my account. How do I regain access?

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.

How do I request additional software licenses or update my fees?

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.

Can I follow up on a ticket I already submitted?

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.

SBD Support Office Hours

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.

SBD Support

Office Hours

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.