R&A PRO-TAX
SOFTWARE SOLUTIONS

• Core forms and intake resourcesStandard forms and intake resources supplied during guided onboarding; custom digital intake and signatures are separate optional services.
• Unlimited preparer user accountsEvery annual package includes unlimited preparer accounts and software usage within the enrolled EFIN / office / location, subject to verification and software activation approval.
• Professional tax-software accessAuthorized access with unlimited software usage within the enrolled office, configured and delivered only after documents, roster, compliance review and staff/provider approval.
• Federal and state electronic filingElectronic filing requires IRS-issued office credentials, authorized users and software approval. R&A does not issue or share EFINs or file on your behalf.
• Your office name inside the softwareYour tax-office name appears in the software your team signs in to each day.
• R&A Client PortalYour office workspace for onboarding status, documents, agreements, tickets, training and communications.
• Guided office onboardingOwnership, locations, preparers, credentials, compliance documents and readiness checks, completed with R&A before software access is delivered.
• Compliance review and required agreementsR&A reviews your office record and executes the agreements required for your package before access is issued.
• Office Success™ representativeAn assigned R&A representative owns your office record through onboarding, activation and the season.
• Office supportSupport for software access, onboarding, bank-enrollment questions and your enrolled office.
• Software training and assigned Academy core trainingSoftware training and assigned available Academy core resources appropriate to your package. Enrollment does not confer a credential or continuing-education credit.
• In-season software updatesForm, calculation and platform updates released through the season by the platform provider.
• Bank-enrollment assistanceR&A assists with bank enrollment; bank-product eligibility, fees and approval remain bank/provider-controlled.

One enrolled EFIN / office / location, unlimited authorized preparers within that office. Assigned training remains subject to availability; bank and mobile-app activation require provider approval. Additional locations and optional services are separate.

Everything in Compass, plus…

• Core forms and intake resourcesStandard forms and intake resources supplied during guided onboarding; custom digital intake and signatures are separate optional services.
• Unlimited preparer user accountsEvery annual package includes unlimited preparer accounts and software usage within the enrolled EFIN / office / location, subject to verification and software activation approval.
• Professional tax-software accessAuthorized access with unlimited software usage within the enrolled office, configured and delivered only after documents, roster, compliance review and staff/provider approval.
• Federal and state electronic filingElectronic filing requires IRS-issued office credentials, authorized users and software approval. R&A does not issue or share EFINs or file on your behalf.
• Your office name inside the softwareYour tax-office name appears in the software your team signs in to each day.
• R&A Client PortalYour office workspace for onboarding status, documents, agreements, tickets, training and communications.
• Guided office onboardingOwnership, locations, preparers, credentials, compliance documents and readiness checks, completed with R&A before software access is delivered.
• Compliance review and required agreementsR&A reviews your office record and executes the agreements required for your package before access is issued.
• Office Success™ representativeAn assigned R&A representative owns your office record through onboarding, activation and the season.
• Office supportSupport for software access, onboarding, bank-enrollment questions and your enrolled office.
• Software training and assigned Academy core trainingSoftware training and assigned available Academy core resources appropriate to your package. Enrollment does not confer a credential or continuing-education credit.
• In-season software updatesForm, calculation and platform updates released through the season by the platform provider.
• Bank-enrollment assistanceR&A assists with bank enrollment; bank-product eligibility, fees and approval remain bank/provider-controlled.
• Workbooks, practice exercises and office templatesWorkbooks, practice exercises and office templates coordinated during onboarding. Included with Catalyst, Command and Alliance.

One enrolled EFIN / office / location, unlimited authorized preparers within that office. Assigned training remains subject to availability; bank and mobile-app activation require provider approval. Additional locations and optional services are separate.

Everything in Catalyst, plus…

• Core forms and intake resourcesStandard forms and intake resources supplied during guided onboarding; custom digital intake and signatures are separate optional services.
• Unlimited preparer user accountsEvery annual package includes unlimited preparer accounts and software usage within the enrolled EFIN / office / location, subject to verification and software activation approval.
• Professional tax-software accessAuthorized access with unlimited software usage within the enrolled office, configured and delivered only after documents, roster, compliance review and staff/provider approval.
• Federal and state electronic filingElectronic filing requires IRS-issued office credentials, authorized users and software approval. R&A does not issue or share EFINs or file on your behalf.
• Your office name inside the softwareYour tax-office name appears in the software your team signs in to each day.
• R&A Client PortalYour office workspace for onboarding status, documents, agreements, tickets, training and communications.
• Guided office onboardingOwnership, locations, preparers, credentials, compliance documents and readiness checks, completed with R&A before software access is delivered.
• Compliance review and required agreementsR&A reviews your office record and executes the agreements required for your package before access is issued.
• Office Success™ representativeAn assigned R&A representative owns your office record through onboarding, activation and the season.
• Office supportSupport for software access, onboarding, bank-enrollment questions and your enrolled office.
• Software training and assigned Academy core trainingSoftware training and assigned available Academy core resources appropriate to your package. Enrollment does not confer a credential or continuing-education credit.
• In-season software updatesForm, calculation and platform updates released through the season by the platform provider.
• Bank-enrollment assistanceR&A assists with bank enrollment; bank-product eligibility, fees and approval remain bank/provider-controlled.
• Workbooks, practice exercises and office templatesWorkbooks, practice exercises and office templates coordinated during onboarding. Included with Catalyst, Command and Alliance.
• Marketing templates, client onboarding toolkit and launch checklistCommand service deliverables, inherited by Alliance. Templates are distinct from paid campaigns, custom websites or ongoing marketing services.

One enrolled EFIN / office / location, unlimited authorized preparers within that office. Assigned training remains subject to availability; bank and mobile-app activation require provider approval. Additional locations and optional services are separate.

Everything in Command, plus…

• Core forms and intake resourcesStandard forms and intake resources supplied during guided onboarding; custom digital intake and signatures are separate optional services.
• Unlimited preparer user accountsEvery annual package includes unlimited preparer accounts and software usage within the enrolled EFIN / office / location, subject to verification and software activation approval.
• Professional tax-software accessAuthorized access with unlimited software usage within the enrolled office, configured and delivered only after documents, roster, compliance review and staff/provider approval.
• Federal and state electronic filingElectronic filing requires IRS-issued office credentials, authorized users and software approval. R&A does not issue or share EFINs or file on your behalf.
• Your office name inside the softwareYour tax-office name appears in the software your team signs in to each day.
• R&A Client PortalYour office workspace for onboarding status, documents, agreements, tickets, training and communications.
• Guided office onboardingOwnership, locations, preparers, credentials, compliance documents and readiness checks, completed with R&A before software access is delivered.
• Compliance review and required agreementsR&A reviews your office record and executes the agreements required for your package before access is issued.
• Office Success™ representativeAn assigned R&A representative owns your office record through onboarding, activation and the season.
• Office supportSupport for software access, onboarding, bank-enrollment questions and your enrolled office.
• Software training and assigned Academy core trainingSoftware training and assigned available Academy core resources appropriate to your package. Enrollment does not confer a credential or continuing-education credit.
• In-season software updatesForm, calculation and platform updates released through the season by the platform provider.
• Bank-enrollment assistanceR&A assists with bank enrollment; bank-product eligibility, fees and approval remain bank/provider-controlled.
• Workbooks, practice exercises and office templatesWorkbooks, practice exercises and office templates coordinated during onboarding. Included with Catalyst, Command and Alliance.
• Marketing templates, client onboarding toolkit and launch checklistCommand service deliverables, inherited by Alliance. Templates are distinct from paid campaigns, custom websites or ongoing marketing services.
• Customized office setup, team onboarding assistance and scheduled office reviewsCustom setup, team onboarding assistance and scheduled office reviews within your written onboarding plan.

One enrolled EFIN / office / location, unlimited authorized preparers within that office. Assigned training remains subject to availability; bank and mobile-app activation require provider approval. Additional locations and optional services are separate.