Build Your Tax Empire With The Bureau Cats
The Fully Automated Service Bureau for Tax Professionals
Process unlimited returns with 95.8% automation. AI-powered processing, 5,000+ client management, and enterprise-grade tools.
Partnered With Major Tax Banks & Software
+ 50 more integrations including IRS e-Services, QuickBooks, Plaid, DocuSign, and more
Our Features
Everything you need to run a modern, efficient tax practice
Automated & Funded Referral Program
We fund the referral payouts — you choose the amount up to $100 per referral. Clients get automatic affiliate links after filing, with real-time text updates on every referral.
- We fund payouts up to $100/referral
- Auto-generated affiliate links after filing
- Direct deposit or printed check payouts
- Real-time text notifications to referrers
- Track top referrers & payout reports
Funded Referrals
Click tabs above to explore
See the Platform in Action
Actual screenshots from our production platform — everything you see is live
Enterprise Dashboard
Real-time analytics and business intelligence
AI Document Intelligence
127h saved/month with 94% accuracy
Workflow Pipeline
Visual Kanban for active returns
Client Management
Complete CRM for tax professionals
Practice Intelligence
Revenue tracking & forecasting
Compliance Manager
98/100 security score, IRS compliant
Simple, Transparent Pricing
Plans built for solo preparers, growing firms, and enterprise bureaus. Start free and scale as you grow.
Free Resources for Tax Professionals
Download instantly — sharpen your practice and grow your business
Big Beautiful Bill Guide
10 Things Tax Professionals MUST Know about the Big Beautiful Bill. Critical insights for 2025.
- Key tax law changes
- New deductions & credits
- Revenue opportunities
Automation Blueprint
Automate Your Tax Practice. Reclaim hundreds of hours while increasing accuracy.
- ROI case studies
- Implementation roadmap
- Scaling strategies
Client Acquisition System
Acquire 100+ Clients in 90 Days. Proven strategies successful tax pros use.
- 12 proven channels
- Pricing strategies
- Conversion scripts
Ready to Build Your Tax Empire?
Join 15,247+ tax professionals already growing with Formality Tax.