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Partner with R&A Pro-Tax – Earn as You Grow

At R&A Pro-Tax Software Solutions, we’ve built our reputation by helping tax professionals streamline their workflow and grow their businesses. Now, we’re offering you the chance to join us—earn commissions by sharing software that’s built by tax pros, for tax pros.

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First Name

Last Name

Email Address

Phone Number

Business Name (if any)

Preferred Contact Method

Business Details

How many years have you been preparing taxes?

What tax preparation software have you used in the past? (List all that apply)

Are you currently using a tax software?

If yes, which one?

Office Details

Are you an individual preparer, office, or looking for Service Bureau setup?

If team or bureau, how many users will need access?

Approximate number of returns you filed last season? (Personal + Business returns)

Service Needs

What type of returns do you file?

Do you need remote access or multi-location support?

Are you interested in bank products (refund transfers, advances)?

Do you offer audit protection to clients?

Software Needs

Do you need bilingual (Spanish/English) software support?

What is most important to you? (Pricing, Ease of Use, Customer Support, Software Speed/Performance, Bank Product Integrations, Reporting/Analytics)

When do you plan to make a decision on your software?

Do you need assistance obtaining your PTIN and/or EFIN?

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Partner with R&A Pro-Tax – Earn as You Grow