Client Success Center

Tell us what you need. We'll route it to the right team.

Every request is organized by purpose — Sales, Software Onboarding, Technical Support, Training, Compliance, Billing, Renewals, and Partnerships. Each category shows who receives it, how quickly you'll hear back, and how we'll respond.

Nationwide Mon–Fri · 9:00 AM – 7:00 PM PT Las Vegas, Nevada

Choose a category

What do you need help with?

Pricing, features, and platform fit for your office.

Routes to Sales Within 1 business hour · Mon–Fri · 9:00 AM – 7:00 PM PT Email · Phone

Tax Software

A platform specialist will reach out to qualify fit and schedule a working demo.

Sales intake

Full name

Work email

Company / Office

Phone

Team size

Funded returns / season

Timeline

How can we help?

Communication preferences

SMS Communications Consent

Operational & Account SMS

I agree to receive operational and account-related text messages from R&A Pro-Tax Software Solutions, including onboarding updates, appointment reminders, support notifications, CRM alerts, credential notices, and billing communications. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent is not a condition of purchase.

Promotional & Marketing SMS

I agree to receive promotional and marketing text messages from R&A Pro-Tax Software Solutions, including special offers, webinars, software updates, office growth resources, and promotional campaigns. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out or HELP for assistance.

See our SMS Communications Policy and Privacy Policy. Disclosure v2026.05.25.

I acknowledge the Privacy Policy and Terms. Submission does not create a service agreement and consent is not a condition of purchase.

Within 1 business hour · Mon–Fri · 9:00 AM – 7:00 PM PT

By submitting this form, you agree to receive operational, transactional, onboarding, compliance, and account-related text messages from R&A Pro-Tax Software Solutions and/or ROSSNEXUS.io. Msg & data rates may apply. Reply STOP to opt out. Reply HELP for support. Consent is not a condition of purchase.

Prefer to see it live?

Book a 30-minute working demo.

A platform specialist walks your team through CRM, AI workforce, bank products, compliance, and bureau routing — using your office numbers.

Book Demo