ERO AGREEMENTS/RESPONSIBILITIES
As an ERO, I will agree to and understand that I must:
- remain ethical in preparing tax returns and that I am responsible for all returns that are prepared with my EFIN. Any fraud that is committed under this EFIN all agreements will be null in void and Service Bureau will not intervene nor be held liable for anything under your own EFIN.
- protect taxpayer data that is submitted, used, and stored to prepare tax returns
- keep any information learned through trainings, in emails, lectures, zooms, books and ebooks, brochures, and any other media both printed and digital confidential.
- keep us up to date with current contact information at all times.
- ensure to gather taxpayer data for compliance and upload it to the necessary portals as outlined by your software.
- execute any invoices payable to the service bureau in a timely fashion
SERVICE BUREAU RESPONSIBILITIES
As a software provider, we will agree to and understand that we must:
- ensure that all technical issues that may arise are handled in a timely fashion
- have an open line of communication for EROs at all times
- provide opportunities for training and continuing education relevant to current tax/IRS law
- remain ethical and protect the brands in which we are in partnership with confidential if opted in
- provide all payments that may be due to ERO in a timely fashion.
Confidentiality , Non-Disclosure Policy & Social Media Policy
Service Bureau is growing into a highly visible public company and a leader in the tax preparation industry. Because of this, the release and communication of information must be carefully coordinated and timed according to the needs of the organization.
As a partner, you may receive access to information, products, and services before they are released to the public. Therefore, any information shared in trainings, physical materials (like boxes), e-learning platforms, Zoom calls, or coaching sessions is considered confidential. Only the person directly partnered with Service Bureau may access and use these resources.
Service Bureau respects your right to express yourself as a partner, team member, or volunteer. However, what you say, write, or post publicly in connection with our brand is a direct reflection of our company and has the power to build—or harm—our reputation.
Any grievances, concerns, or complaints must be addressed directly and privately with Service Bureau. Public airing of disputes is strictly prohibited. Violation of this policy is non-negotiable and may result in immediate legal action, including fines of up to $20,000.