Partners & Ecosystem
Relationships we can prove — and language we will not overstate.
A. Verified providers and contracted partners
Published only with current, documented authorization.
No provider or partner logos are published at this time.
Separate ActivationR&A maintains contracted relationships required to deliver professional tax software and service-bureau support. Those organizations, and their logos, are published here only after display rights and current relationship status are confirmed in writing. Until that verification is complete, no name or mark is shown — including on the homepage. Enrolled offices receive provider details in their written agreement and inside the secure portal.
B. Affiliate and referral program
Refer offices to R&A under a written agreement.
| Term | How it works |
|---|---|
| Who may apply | Enrolled R&A offices, tax professionals, and business referral sources approved by R&A. |
| How referrals are tracked | A referral record is created in the R&A operating system at the time the introduction is submitted. |
| Compensation | Referral compensation is defined in the written affiliate agreement issued to you. R&A does not publish commission percentages on this website. |
| Payment timing | Stated in the affiliate agreement. Compensation applies only to referrals that complete enrollment and payment. |
| Marketing use | Approved language and materials are supplied by R&A. Affiliates may not imply endorsement by any agency, bank, or standards organization. |
How to apply
- 1. Submit a partnership enquiry with your business details.
- 2. R&A reviews fit, compliance posture, and referral capacity.
- 3. An affiliate agreement is issued with your specific terms.
- 4. Referral tracking is enabled in the R&A operating system.
No income, lead volume, or business result is guaranteed. Compensation applies only to referrals that complete enrollment and payment under an executed agreement.
C. Industry compatibility and professional resources
Compatible with — not affiliated with.
| Area | Accurate description |
|---|---|
| IRS e-file program | Enrolled offices transmit returns under their own IRS-issued EFIN. The IRS is a federal agency, not an R&A partner, sponsor, or affiliate. |
| PTIN requirements | Preparer credentials are recorded during onboarding. R&A does not issue or administer PTINs. |
| Refund-transfer banks | The software supports workflows involving participating banks. Bank enrollment is a separate application and approval decision made by the bank. |
| Bookkeeping platforms | Office bookkeeping workflows can operate alongside common accounting platforms. No integration, endorsement, or reseller relationship is claimed. |
| Continuing education providers | Offices may pursue continuing education with the provider of their choice. R&A does not administer, sponsor, or issue IRS AFSP credentials. |
| Professional associations | Offices may hold their own memberships. Membership organizations do not sponsor, endorse, or partner with R&A unless stated with evidence. |
Organizations withheld from this page: any bank, software publisher, education provider, or professional association for which R&A does not currently hold documented display rights and a verified relationship description. They will be added only when that evidence is on file.
D. Ross & Associates Family of Businesses
Related businesses, contracted separately.
Parent and legal entities
ROSS & ASSOCIATES MBSP LLC holds governance and intellectual property. Your software agreement is with R&A Business Software Solutions LLC.
Technology company
ROSSNEXUS TECHNOLOGIES LLC operates the portal, CRM, academy, and document layer used across the divisions.
Operating divisions
Tax office, bookkeeping, notary, web services, and education businesses — each engaged under its own agreement.
Questions
What offices and referral sources ask.
Does R&A partner with the IRS or the U.S. Treasury?
Why are no partner logos shown?
How do I confirm affiliate compensation?
Can another Ross & Associates business refer me?
Interested in partnering with R&A?
Tell us about your business and referral capacity. We will confirm program fit and issue written terms — no percentages are quoted before review.