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Launch or Scale Your Own Tax Software Brand with Trillionheir

Service Bureaus, Resellers, and high-level EROs. plug into our ecosystem and create 7+ income streams in tax season.

What You Get

You’ll get branded software, bank product relationships, full training with scripts, portals and CRM integration, plus vacation incentives you can offer to your clients.

Who It’s For

For EROs tired of bad splits and tax pros who are ready to step up to Service Bureau level.

How It Works

Here’s how it works: apply, complete your onboarding call, we handle the setup, and you launch.

Book Discovery Call

Become a Partner Today

use our free calculator to see how much you are loosing. If you are at a lost of more than $10K you need to book a Discovery call With Us.

View Our Calculator

The Trillionheir Management Partner Ecosystem

The Trillionheir Management Partner Ecosystem is where tax professionals evolve into true power players. This isn’t just tax software, it’s ownership, infrastructure, backend income, and long-term legacy. Instead of simply training people to file returns, we build EROs, resellers, and service bureaus that are positioned to control the market.

THE 4 WAYS TO PARTNER WITH TRILLIONHEIR MANAGEMENT

This ecosystem is built for every serious level of the tax game.

CO-BRANDED TAX SOFTWARE PARTNER

(PTINs with 2+ Years Experience)

This is for tax pros who are ready to stop renting software and start building a brand.

Your logo, your brand, your business
Client portals, workflows & automation
Upgrade path to ERO & Service Bureau
IRS-approved professional tax software
Bank products & refund advance integrations

You’re no longer “just a preparer.”

You’re building a tax business with equity.

ERO GROWTH PARTNER

(Build Authority, Control & Scale)

This path is for EROs who want systems, leverage, and backend income.

Backend income education
Scaling beyond busy season
Leadership & growth strategy
Advanced workflows & automations
ERO optimization & compliance guidance

This is where you move from operator → owner.

RESELLER / AFFILIATE PARTNER

(Earn While You Build)

This path is for tax professionals and entrepreneurs who want to monetize their influence.

No tech setup required
Build income from your network
Perfect entry into higher partnership levels
Resell tax software, systems, and programs
Earn commissions promoting Trillionheir solutions

You don’t need thousands of clients.

You need the right system and the right people.

SERVICE BUREAU PARTNER —

THE PLUG

(For Leaders Ready to Control the Market)

This is the highest level.

This is for Service Bureaus who want to be the source, not the middleman.

Replicate the Trillionheir model
Earn overrides & backend revenue
Set your own splits, fees & structures
License tax software to your own EROs
Build a tax network under YOUR brand

When people need software, guidance, and infrastructure, they come to YOU

What Trillionheir Management Provides (All Partners)

Trillionheir Management delivers real infrastructure designed for serious tax professionals. Partners get co-branded and white-label tax software, powerful CRMs, client and partner portals, automation, and AI-driven compliance and follow-ups, plus access to incentives, an ads launcher, AI assistants, and a private Trillionheir community.

Beyond tools, Trillionheir provides real education with a clear roadmap from PTIN to ERO to Service Bureau, backend income strategies, and business and leadership training. You’re also supported every step of the way through structured partner onboarding, setup assistance, ongoing mentorship, weekly guidance, and community support. Most importantly, this model is built on real ownership, full control of your brand, your income, and your future.

Trust Guaranteed

Client's satisfaction

Collaboration

Why Trillionheir Is Different

Most companies cap your income, keep the backend profits, and treat you like just another user. Trillionheir builds partners instead, with an ownership mindset, shared backend opportunities, scalable systems, and a focus on long-term, legacy-driven growth.

Ready to Partner at Your Level?

Whether you’re an experienced PTIN holder, a scaling ERO, or a service bureau ready to become the plug, there’s a lane built for you here. You can become a Trillionheir Partner through a discovery call or purchase co-branded tax software directly.

This opportunity is strictly for tax professionals and industry leaders, not individual tax filers. If you don’t see your calculator on the partner page, use the free calculator to find out how much you could be saving. If you’re losing more than $10K a year, it’s time to book your discovery call.