Packages
ERO Package
Experienced tax professionals who are ready to become an ERO, operate independently, and earn 100% commission. This package is designed for industry pros who already understand compliance, have a business plan in place, and simply need reliable tax software to execute their strategy.
Unbranded Software
Free branding available for tax professionals who already service 500+ clients.
Ero Pro Software Package
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
Ero Pro Software Package
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
Service Bureau Elite Package
Take full control and grow your own brand.
Includes everything in ERO Pro, plus:
Operate at the highest level with the framework to support multiple preparers and EROs.
Service Bureau License — add unlimited EROs under your brand
Structured direction on recruiting, onboarding, training, and managing tax professionals under your brand.
Learn how to structure backend fees, commission splits, and overrides responsibly and profitably.
White-label branding for software, login, and portal
Full ERO & preparer management dashboard
Client management system to track leads, onboard clients, organize documents, manage your team, and maintain clean workflow oversight.
Support in building training systems, compliance standards, and operational expectations under your brand.
Learn how to expand responsibly while protecting your credentials and reputation.
Service Bureau Elite Package
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