Questions & Answers

Our platform includes:

Complete federal and state tax preparation and e-filing

Full practice management tools for client organization and workflow efficiency

Secure mobile app for remote tax preparation and communication

Client portal for document uploads, messaging, and return review

Detailed reporting and analytics dashboards

Real-time software updates to stay compliant with the latest tax regulations

Transparent, affordable pricing with no hidden costs

Hands-on training, online remote training, and video training modules

Demo software to ensure your readiness and confidence before going live

Yes! Our secure mobile app supports remote tax preparation across all 50 states. Clients can upload documents, communicate securely, and review returns — all from their smartphones or tablets.

Security is our top priority. Our platform uses industry-leading encryption protocols, secure data centers, and multi-factor authentication to protect client information and ensure full compliance with IRS security requirements.

Absolutely. R&A Pro-Tax is designed with an intuitive, easy-to-navigate interface that simplifies every step of the tax preparation process — whether you are a seasoned tax preparer or launching a new practice.

Our mobile app is fully compatible with both iOS and Android devices, providing flexibility and convenience for both you and your clients.

Yes, for optimal performance, we recommend:

Windows 10 or newer / Mac OS 10.13 or newer

Minimum 8GB RAM

High-speed internet connection

Modern browser (Google Chrome, Safari, or Microsoft Edge)

Clients can securely message you through the mobile app or web-based client portal. This eliminates the need for back-and-forth emails and ensures faster, safer communication.

Yes. R&A Pro-Tax Software Solutions is automatically updated to reflect current federal and state tax laws and IRS regulations, so you’re always working with the latest information.

Our software is designed for:

Solo tax preparers

Growing tax practices

Established firms

Whether you're managing a handful of clients or hundreds, R&A Pro-Tax scales with your business.

We offer a simple, affordable first-year subscription — with your second year absolutely free. Our pricing is fully transparent, with no hidden fees, allowing you to grow your business with confidence.

Yes! We provide comprehensive training and support to ensure your success, including:

Hands-on training sessions

Online remote training options

Video training modules available on demand

Demo software access so you can practice and build confidence before going live

Ongoing customer support to assist you every step of the way

✅ R&A Pro-Tax Software Solutions — helping tax professionals succeed with confidence!

Yes! R&A Pro-Tax Software Solutions offers a competitive Affiliate Program designed to help you earn additional income while promoting our trusted software.

As an affiliate, you can:

Earn generous commission splits on each successful referral

Promote a software you can trust, backed by hands-on training, full support, and professional features

Access marketing materials to help you advertise effectively

Track your earnings easily through our affiliate portal

Whether you're a current user or an industry partner, our Affiliate Program makes it easy to grow your income while helping other tax professionals succeed.

👉 A full Affiliate Program overview, commission structures, and signup details will be available through the Affiliate Program section on our website.

✅ R&A Pro-Tax — Partner with us and grow with us!