Tier 2 (gold)
The Tax Pro Launch & Profit System
The complete business-building package designed for ambitious tax professionals ready to launch, grow, and scale a highly profitable tax office with confidence.
THIS SOFTWARE PACKAGE
INCLUDES:
The 100% Profit Retention Blueprint
Keep 100% of your prep fees
Keep 100% of your document preparation fees
Keep 100% of your e-file fees and audit fees
Maximize your earnings while maintaining full control of your business
The Unlimited Preparer Expansion System
Bring on unlimited PTIN preparers under your organization
Build and grow your own tax team without restrictions
Create additional revenue opportunities through team production
Scale your office faster with a structured growth model
The Bank Product & Funding Accelerator
Complete bank product setup assistance
Offer refund transfer solutions to your clients
Access Pre-Ack Advance opportunities
Pre-Ack Advance options available even for first-year EFIN holders
Unlock additional revenue streams through bank product solutions
Step-by-step support to activate your funding products quickly
The Tax Office Startup Success Formula
Learn how to properly structure and launch your tax business
Step-by-step guidance for building a profitable operation
Proven systems for attracting and retaining clients
Operational strategies designed for long-term success
The Client Attraction & Growth Accelerator
Marketing guidance to help grow your client base
Learn referral and repeat-customer growth strategies
Position your office as a trusted tax brand in your market
Build momentum season after season
The Elite ERO Support Advantage
Access to the ERO Support Team Portal
Ongoing software training and updates
Support for you and your preparers throughout tax season
Fast, reliable assistance to help keep your office operating smoothly
The Compliance & Setup Success Vault
PTIN & EFIN application guidance
Dedicated support through the setup process
Compliance-focused operational assistance
Designed to help you launch quickly and efficiently
The Professional Tax Office Infrastructure
Built for growing tax professionals
Streamlined systems for office management and production
Technology and support designed for scalability
Strong operational foundation for long-term growth
The Bottom Line:
"You’re not just getting tax software — you’re getting a complete tax business launch and scaling system designed to help you generate more revenue, attract more clients, build a stronger team, and create long-term success with confidence and support
100% revenue share
Where to start?
Simple 4 Steps to Get Started!
Step 01
Make your payment to secure your package.
Step 02
Sign your service agreement to activate your account.
Step 03
Complete the Account Setup Form and your software will be sent to you with login instructions.
Step 04
Get access to our training and community to start building your business.
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