Implementation BlueprintExecution layer

Sisters Tax Prep Reseller Portal Launch (7-10 days)

Stand up a branded Sisters Tax Prep reseller portal on the client's own domain, provision their preparer team in the admin dashboard, and hand over a working e-signature and compliance workflow so the client can file unlimited returns under their own brand. Time: 7-10 days.

By InnovaAI ResearchPublished

White Label SaaS App

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Blueprint

Sisters Tax Prep Reseller Portal Launch (7-10 days)

Stand up a branded Sisters Tax Prep reseller portal on the client's own domain, provision their preparer team in the admin dashboard, and hand over a working e-signature and compliance workflow so the client can file unlimited returns under their own brand.

Prerequisites
  • Client's custom domain with DNS access for the portal connection
  • Named preparer roster with role and permission assignments per user
  • Client's logo, color palette, and brand assets for portal skinning
  • Signed reseller agreement confirming the client operates under the agency's Sisters Tax Prep license
  • Written pricing schedule the client will charge its own preparers, for entry into the admin dashboard
Execution Timeline
  • 1.Walk the client through the $1199 USD White Label Software Reseller plan scope and confirm which preparers sit under their branded portal
  • 2.Collect domain credentials and brand assets; log the DNS change window with the client's IT contact
  • 1.Connect the client's custom domain to the Sisters Tax Prep white-label portal and verify resolution
  • 2.Skin the portal with client logo and colors, then screenshot for sign-off
  • 1.Create preparer accounts in the admin dashboard and assign permission levels
  • 2.Set the client's internal pricing per preparer inside the admin pricing controls
  • 1.Configure e-signature workflows for the client's standard individual return document set
  • 2.Test a full signature round trip with a dummy return and archive the audit trail
  • 1.Enable built-in compliance tools and confirm which checks fire on a submitted return
  • 2.Document the compliance checklist the client's preparers must clear before filing
  • 1.Run a live pilot return end to end under the client's domain, from intake to signed filing
  • 2.Confirm unlimited returns per preparer behaves as expected across two accounts
  • 1.Train client staff on portal management, user provisioning, and client onboarding
  • 2.Record a short screen walkthrough the client can reuse for new preparer hires
  • 1.Hand over admin dashboard ownership and revoke agency-side test accounts
  • 2.Deliver the runbook and pricing sheet; schedule the 30-day check-in
$1199 USD one-time platform fee, plus agency delivery time; typical client-facing retainer modeled at $420/mo for the starter launch package7-10 days
ROI Logic

The agency pays $1199 USD once for the White Label Software Reseller plan and can resell portal access to multiple preparer teams, so a single client on a $420/mo starter retainer clears the platform cost inside three months. Because Sisters Tax Prep charges no documented per-return commission, every additional preparer the client adds is margin the agency keeps rather than a fee passed back to the vendor.

Deliverables
  • Branded Sisters Tax Prep portal live on the client's custom domain
  • Admin dashboard configured with preparer accounts, permission levels, and client-set pricing
  • E-signature workflow templates for the client's standard return documents
  • Compliance checklist and preparer onboarding runbook
  • Pilot return audit trail proving the end-to-end filing path
Definition of Done

The client's preparers can log into the branded portal on their own domain, file a return through the configured e-signature and compliance flow, and manage their own users from the admin dashboard without agency intervention.

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