LuxeNova Tax Lab

Lesson library/Working With a Service Bureau

Intermediate12 min

Questions to ask before signing

Splits, fees, support hours, training, marketing support, exit terms, data ownership, and what happens to your clients if you leave.

Service Bureau vetting checklist

0/5

Complete this compliance checklist before moving to the next lesson.

Obtained written split schedule (flat and/or percentage) in the contract
Confirmed which bank partners are available and their compliance track record
Reviewed support hours, training, and mid-season escalation path
Read exit terms: EFIN release, client data ownership, non-compete scope
Verified references from at least two current partner offices