
Perfect for experienced tax professionals who only need software access.
No mentorship included.
Unbranded Software
Designed for experienced tax pros ready to build a power team.
Key Benefits:
Full personal & business tax prep capabilities
Cloud-based access from anywhere
Branded Software
Includes unlimited user access.
Team Training
Branded mobile app for your clients
Unlimited federal & state e-filing
Tech support by email, chat, and phone
Bank product setup assistance
Custom backend fee configuration
ERO Agreement included

For tax professionals ready to operate under their own EFIN.
Key Benefits:
Full personal & business tax prep capabilities
Cloud-based access from anywhere
Branded mobile app for your clients
Unlimited federal & state e-filing
Tech support by email, chat, and phone
Bank product setup assistance
Custom backend fee configuration
ERO Agreement included


Take full control and grow your own brand.
Includes everything in ERO Pro, plus:
Unlimited EROs under your business name.
Service Bureau License — add unlimited EROs under your brand
Team Training
Branded Software
White-label branding for software, login, and portal
Full ERO & preparer management dashboard
Client activity and refund tracking
Priority tech support
Biannual payouts of backend fees
Take full control and grow your own brand.
Includes everything in ERO Pro, plus:
Unlimited EROs under your business name.
Service Bureau License — add unlimited EROs under your brand
Branded Software
Team Training
White-label branding for software, login, and portal
Full ERO & preparer management dashboard
Client activity and refund tracking
Priority tech support
Biannual payouts of backend fees
