MTB Financial
Service Bureau Contract Bundle
Service Bureau Contract Bundle
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ERO Compliance & Revenue Protection Contract Bundle
Protect Your Service Bureau. Streamline Your ERO Partnerships. Maximize Compliance.
Our ERO Contract Bundle is designed specifically for Service Bureaus who work with multiple EROs and need airtight agreements that protect revenue, ensure compliance, and clearly define the working relationship.
This ready-to-use, fully editable bundle includes:
1. Software Fee Agreement
Clearly outline your software licensing terms, backend fee structure, and payout process. Protects you from unpaid fees and ensures all costs are agreed to in writing before the season begins.
2. Volume Incentive Rebate Agreement
Reward top-performing EROs without risking losses. Sets minimum funded return requirements, rebate amounts, and eligibility rules so incentives are tied to real, profitable performance.
3. ERO Service Agreement
The foundation of your ERO relationship. Covers compliance expectations, prohibited activities, and termination rights, keeping your operations secure and professional.
Why This Bundle is a Must-Have for Service Bureaus:
âś… Protect Your RevenueÂ
âś… Reduce Legal RiskÂ
âś… Streamline Onboarding
âś… Fully Editable
đź’Ľ Perfect for:
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New Service Bureaus setting up their first ERO network
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Established Service Bureaus looking to tighten compliance
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Tax industry leaders who want contracts that work every tax season
📦 What’s Included:
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3 Professional, Attorney-Style Contracts
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Fill-in-the-blank customization fields
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Fully editable so that you can set your own terms
Delivery: Instant download after purchase
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