Enrollment & Pricing · 2027 Filing Season
What your office is actually enrolling in.
R&A Pro-Tax Software Solutions™ is a service bureau. An enrollment covers coordinated tax-software access plus the R&A work around it — onboarding, provisioning, bank-enrollment assistance, support, and training. Some capabilities are separately activated, and some requirements come from third parties such as the IRS or a bank. This page separates all three so nothing is assumed.
Exact package fees, the current fee schedule, and any third-party requirements are confirmed in writing by an R&A representative during enrollment. No fee is charged before a written agreement is executed.
Your service bureau and the party you contract with. R&A delivers enrollment, onboarding, provisioning, support, and training.
The branded professional tax software your office receives — access link, assigned credentials, your office name inside the account, and, subject to written provider verification, Branded Mobile Tax App availability for your taxpayers. ROSSNEXUS™ is the separate enrollment and office-relationship system.
Bank products, EFIN, and PTIN come from third parties with their own applications, approvals, agreements, and fees.
Packages · 2027 Filing Season · Tax Year 2026
Choose your tax-software package
R&A Pro-Tax Software Solutions™ is professional tax-office software for licensed preparers — it is not a consumer self-filing product. Every line below carries a status label so nothing is assumed.
Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction.
Unlimited preparer accounts apply within the enrolled office. Additional offices, EFINs, locations or separate business entities may require separate enrollment and approval. Per-accepted-return fees apply according to the office’s written enrollment fee schedule and are confirmed before any agreement is signed.
Launch Office
For a new or single-location office getting its season stood up.
Configured as an enrollment payment or credit toward Solo Office.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 1–5 preparers.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for offices with 1–5 preparersAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
Promotional checkout is switched off until the Founder confirms this price. An R&A representative completes this enrollment manually.
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
Growth Office
For an established office adding staff and volume this season.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 6–20 preparers.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for offices with 6–20 preparersAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
Professional Office
For a larger office with deeper onboarding and team-management needs.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 21–50 preparers.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for offices with 21–50 preparersAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
Enterprise Office
For multi-location operations and advanced operational requirements.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 51+ preparers, multiple locations or advanced operational needs.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for 51+ preparers or multiple locationsAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboarding — Dedicated onboarding (per product catalog)AVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction.
Unlimited preparer accounts apply within the enrolled office. Additional offices, EFINs, locations or separate business entities may require separate enrollment and approval. Per-accepted-return fees apply according to the office’s written enrollment fee schedule and are confirmed before any agreement is signed.
Onboarding and activation timing
Please allow up to 30 calendar days for onboarding and activation. Many offices complete their portion sooner. Timing depends on receiving complete business information, agreements, PTIN/EFIN documentation, banking requirements when applicable, training, provider review, and provisioning.
To improve your opportunity to be ready for filing season, purchase and begin onboarding by December 1, 2026. Enrollment after that date may still be accepted, but activation by a particular date cannot be guaranteed.
R&A does not promise instant access or a guaranteed activation date.
Provided by R&A today. Nothing further has to be purchased or approved for this to exist.
Included with this package and made available to your office once payment is completed.
Included with this package, but only delivered after onboarding, compliance review, required agreements and R&A administrator approval.
Optional. An office may purchase, onboard and use R&A Pro-Tax Software Solutions without it. It never blocks purchase, onboarding, agreements, provisioning or activation.
Requires approval or credentials from a third party such as the IRS or a participating bank. R&A assists but does not make the decision.
Not built or not verified yet. It is not sold, not included and has no purchase path.
Before any software access is delivered
- ·Payment is only the first step — it does not deliver software access.
- ·Office onboarding must be completed in the R&A Client Portal.
- ·Compliance review and the agreements required for your package must be executed.
- ·Final software provisioning is manually completed and verified by an authorized R&A administrator.
- ·Your office must hold a valid IRS EFIN, and each preparer a current PTIN.
This is professional tax-office software for licensed preparers — it is not a consumer self-filing product. R&A Pro-Tax Software Solutions™ configures, provisions and supports your office access.
What is included, optional, or not released
Four clear categories
Nothing is implied. Each item sits in exactly one category so your office knows what it has, what it may add, and what has not been released.
Included With Your Software
Part of every package. Delivered by R&A once onboarding and approval are complete.
- R&A Pro-Tax Software Solutions access
- Unlimited preparer accounts for the enrolled office
- Secure office portal
- Guided onboarding
- Software provisioning support
- Service Center and ticket support
Optional Add-Ons — Never Required
Purchased or activated separately. None of these block purchasing, onboarding, agreements, provisioning, Academy access when released, or office activation.
- CRM & Office Operations
- Custom branded digital tax-intake forms
- Electronic signatures
- Branded Mobile Tax App
- Data migration
- Custom automation
- Website and marketing integrations
CRM & Office Operations is optional. An office may purchase, onboard and use R&A Pro-Tax Software Solutions without activating CRM.
Third-Party Approval Required
Decided by the IRS, a participating bank or another provider. R&A assists but does not approve.
- Bank-product enrollment
- EFIN verification
- Provider-specific services
Coming Soon
Not released. Not sold, not included and with no purchase path until release testing passes.
- R&A Pro-Tax Academy
- Self-paced training videos
- Practice Tax Lab
- Quizzes and assessments
- Branded printable certificates
- QR-code certificate verification
- Advanced office analytics
- Co-branded marketing materials
Coming Soon — Planned for active R&A Pro-Tax Software Solutions customers and their assigned team members. Release timing and final eligibility will be announced inside the portal.
Inclusion matrix
Exactly what each package includes
Built from the current product catalog and approved website content. Anything not verified is marked Coming Soon and cannot be purchased.
| Feature or service | Launch Available for separate purchase · Recommended for offices with 1–5 preparers. | Growth Available for separate purchase · Recommended for offices with 6–20 preparers. | Professional Available for separate purchase · Recommended for offices with 21–50 preparers. | Enterprise Available for separate purchase · Recommended for offices with 51+ preparers, multiple locations or advanced operational needs. |
|---|---|---|---|---|
Unlimited preparer user accounts Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction. | AVAILABLE NOW Recommended for offices with 1–5 preparers | AVAILABLE NOW Recommended for offices with 6–20 preparers | AVAILABLE NOW Recommended for offices with 21–50 preparers | AVAILABLE NOW Recommended for 51+ preparers or multiple locations |
Professional tax-software access Authorized access to the professional tax-preparation platform, configured and delivered by R&A for the filing season. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL |
Federal and state electronic filing Returns are prepared and transmitted under your own IRS-issued EFIN. R&A does not file on your behalf and does not issue, lend or share EFINs. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL |
Your office name inside the software Your tax-office name appears in the software your team signs in to each day. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL |
R&A Client Portal Your office workspace for onboarding status, documents, agreements, tickets, training and communications. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
Guided office onboarding Ownership, locations, preparers, credentials, compliance documents and readiness checks, completed with R&A before software access is delivered. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW Dedicated onboarding (per product catalog) |
Compliance review and required agreements R&A reviews your office record and executes the agreements required for your package before access is issued. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
Office Success™ representative An assigned R&A representative owns your office record through onboarding, activation and the season. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
Ticketed technical support Tracked support for software access, e-file questions, bank enrollment and portal issues. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
R&A Pro-Tax Academy training Coming Soon — Planned for active R&A Pro-Tax Software Solutions customers and their assigned team members. Release timing and final eligibility will be announced inside the portal. | COMING SOON | COMING SOON | COMING SOON | COMING SOON |
In-season software updates Form, calculation and platform updates released through the season by the platform provider. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL |
Branded Mobile Tax App Optional. The taxpayer-facing mobile app is delivered through its own activation process and third-party approval. An office may purchase, onboard and operate without it. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Bank-product enrollment (refund transfer / advances) A separate application submitted to a participating bank. The bank — not R&A — approves and sets its own fees under its own agreement. R&A assists with enrollment and status tracking only. | THIRD-PARTY APPROVAL REQUIRED | THIRD-PARTY APPROVAL REQUIRED | THIRD-PARTY APPROVAL REQUIRED | THIRD-PARTY APPROVAL REQUIRED |
CRM & Office Operations (ROSSNEXUS™) Optional Add-On — Not Required. CRM & Office Operations is optional. An office may purchase, onboard and use R&A Pro-Tax Software Solutions without activating CRM. It never blocks purchasing, onboarding, agreements, provisioning, Academy access when released, or office activation. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Custom branded digital tax-intake forms and electronic signatures Optional. Office-branded taxpayer intake and signature workflow, purchased separately and never required to operate. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Custom-branded or ROSSNEXUS mobile apps Optional and separate from the Branded Mobile Tax App. Provisioned only where separately purchased under written terms. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Data migration, custom automation and CRM setup Optional configuration services scoped per office and confirmed in writing before any work begins. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Website and marketing integrations Optional. Your existing website stays yours; integration work is scoped and quoted per office. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Bookkeeping, notary, business formation, web services Optional. Delivered by separate Ross & Associates businesses under their own agreements. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Advanced office analytics Deeper office analytics beyond the return volume and status reporting inside the software are not released yet. | COMING SOON | COMING SOON | COMING SOON | COMING SOON |
Co-branded office marketing materials Program terms require Founder approval before publication. | COMING SOON | COMING SOON | COMING SOON | COMING SOON |
Solo Office — September Founder Birthday Special
Live now
Our Black Friday-style event for September. Founder's birthday is September 4.
Configured as an enrollment payment or credit toward Solo Office.
Applies only to Solo Office. Starter, Professional and Enterprise are not discounted.
Campaign window: September 1, 2026 at 12:00 AM through September 30, 2026 at 11:59 PM Pacific Time. On October 1, 2026 the displayed Solo Office price returns to the standard Solo Office rate.
Applies only to the Solo Office package for Filing Season 2027 / Tax Year 2026. New qualifying offices only. One promotional purchase per business. Cannot be combined with another promotion. Add-ons and third-party fees are excluded. Eligibility, agreements, onboarding, compliance review and provisioning still apply. Payment does not provide instant software access. On October 1, 2026 the displayed Solo Office price returns to the regular price.
Promotional checkout is switched off pending Founder margin confirmation. Enrollment is completed with an R&A representative.
Add-ons & upsells
Build Out Your Tax Office
These are purchased or activated separately. Nothing here is part of a package unless your office entitlement record says so.
Branded Digital Client Intake Suite
A secure, office-branded intake experience for your taxpayers, with document upload and a signature workflow.
- ·Your office logo and approved brand colors
- ·Secure online client questionnaire
- ·Conditional questions that adapt to each taxpayer
- ·Secure document upload
- ·Digital-signature workflow
- ·Downloadable and printable completed intake
- ·Date, time, consent, signer and audit history retained
Taxpayer documents and sensitive information are never sent through ordinary email. Digital signatures are not represented as legally operational until consent capture, audit trail, retention and download are verified in testing.
Custom Intake Form Setup
We build your intake around your own questions and office workflow.
- ·Custom questions and office workflow
- ·Individual taxpayer intake options
- ·Business taxpayer intake options
Electronic Signatures
Signature workflow for office agreements and taxpayer documents.
- ·Signer identity, consent, date and time captured
- ·Audit history and retention on the office record
- ·Signed copies downloadable by your office
Digital signatures are not represented as legally operational until consent capture, audit trail, retention and download are verified in testing.
Branded Mobile Tax App
The taxpayer-facing mobile experience associated with your professional software access.
- ·Taxpayer-facing mobile experience
- ·Delivered through its own activation process
- ·Third-party approval applies before activation
CRM & Office Operations
The ROSSNEXUS™ operating layer for pipelines, communications and office workflow.
- ·Optional Add-On — Not Required
- ·CRM & Office Operations is optional. An office may purchase, onboard and use R&A Pro-Tax Software Solutions without activating CRM.
- ·Never blocks purchasing, onboarding, agreements, provisioning, Academy access when released, or office activation
Data Migration
Move existing office and client records into your R&A workspace.
- ·Scoped per office before any work begins
- ·Source data reviewed for completeness
- ·Never required to purchase or onboard
Custom Automation
Office-specific workflow automation built around how your office runs.
- ·Reminders, follow-ups and status workflows
- ·Scoped and confirmed in writing
- ·Never required to purchase or onboard
Website and Marketing Integrations
Connect your existing office website and marketing to your R&A portal and intake workflow.
- ·Intake and portal links placed on your site
- ·Scoped per office before any work begins
- ·Your existing website stays yours
Before you enroll
Terms, policies and support
The agreements that govern enrollment, software access and service-bureau participation.
How R&A collects, uses and protects office and taxpayer-adjacent information.
Platform security posture, access controls and data protection practices.
How cancellations, refunds and season-term commitments are handled.
Reach an R&A representative or open a tracked support request.
What your office must provide before software access can be delivered.
Third-party requirements & fees
What comes from the IRS, a bank, or another provider
R&A assists with these, but does not set their fees, issue their credentials, or make their approval decisions.
Bank products require a separate application to the bank. The bank — not R&A — makes the approval decision and sets its own fees under its own agreement.
Any bank, transmitter, or funded-return fees are governed by the bank product agreement in effect for your office. R&A does not publish third-party fee schedules.
Your office must obtain and maintain its own EFIN and preparer PTINs directly with the IRS. R&A assists; R&A does not issue them.
Card and ACH processing is performed by our payment processor under its own terms.
How pricing is confirmed
We quote your office, in writing, before you commit.
- •Package fees are confirmed for the 2027 filing season during enrollment, in writing.
- •R&A does not publish bank, transmission, or funded-return fee amounts — those are set by the bank in its own agreement.
- •CRM & Office Operations, mobile-app activation, and configuration services are quoted separately.
- •R&A does not publish return volumes, earnings, savings, or revenue projections. Your results are your own.
- •Any incentive, credit, or program terms are disclosed in writing and are subject to account standing.
Straight answers
Questions offices ask before enrolling
R&A Pro-Tax Software Solutions™ is your service bureau. Your enrollment pays R&A for coordinated tax-software access, onboarding, bank-enrollment assistance, provisioning, technical support, training, and an assigned Office Success™ representative for the filing season.
R&A Pro-Tax Software Solutions™ is the branded professional tax software your office receives. R&A configures, delivers, and supports your access — your software link, assigned credentials, your office name inside the account, and, where verified and approved, Branded Mobile Tax App availability for your taxpayers. ROSSNEXUS™ is the separate enrollment and office-relationship system and does not prepare or transmit returns.
Enrollment, office onboarding, provisioning coordination, bank-enrollment assistance, ticketed technical support, R&A training, and Office Success™ case ownership are included for the term of your agreement.
CRM & Office Operations is a separate activation. It is not automatically included in a software enrollment. Availability, scope, and fees are confirmed in writing before activation.
Yes. Your office must hold a valid EFIN and each preparer a valid PTIN. Bank products require a separate application and approval by the bank, and any bank or transmission fees are set by the bank under its own agreement.
CRM & Office Operations, custom-branded or ROSSNEXUS mobile-app activation, CRM setup, data migration, automation build-out, marketing or launch assistance, and services delivered by other Ross & Associates businesses. Each is quoted separately and never bundled silently into a software quote. The Branded Mobile Tax App is associated with your professional software access rather than a CRM activation; its current verified status is Third-Party Approval Required and it is delivered through its own activation process, which does not automatically mean a separate add-on fee.
Every line item on this page carries a label. Available means an office can use it today after onboarding. Separate Activation means it requires its own agreement or activation. Preview means limited or internal review. Planned means not yet built.
Request Enrollment Information. An R&A representative confirms your office requirements, the exact package, the current fee schedule, and any third-party requirements in writing before you commit to anything.
Compliance & disclosures
Service-bureau disclosures
Review these before enrolling. They are restated in your written agreement.
- Funded bank product requirements are measured PER OFFICE — not per preparer
- Service bureau fees are separate from software licensing
- Bank fees vary by provider and are governed by bank product agreements
- Fees may be deducted from funded returns
- Maintenance, hosting, and operational fees apply
- Service bureau services are non-refundable
- Production minimums may apply per bureau agreement
- Compliance participation is required at all times
- All preparers must maintain a valid PTIN per IRS requirements
- All offices must maintain a valid EFIN in good standing
- Operations must comply with IRS Circular 230 — Regulations Governing Practice before the IRS
- Data security must align with IRS Publication 4557 — Safeguarding Taxpayer Data
- Electronic filing must align with IRS Publication 1345 — Handbook for Authorized IRS e-file Providers
- Written Information Security Plan (WISP) required for all offices (FTC Safeguards Rule)
- Identity theft safeguards and IP PIN governance must be enforced
- Due diligence requirements (Form 8867) apply for EITC, CTC/ACTC/ODC, AOTC, and Head of Household
- Annual cybersecurity awareness training required for all staff handling taxpayer data
R&A Pro-Tax Software Solutions™ is the customer brand of R&A Business Software Solutions LLC and is powered by the ROSSNEXUS™ ecosystem. Software access, service-bureau participation, CRM & Office Operations, and bank products are independent commercial arrangements. R&A is not the IRS, a bank, or a tax-software publisher. Fees, eligibility, and terms are governed by your executed agreement and by the applicable third-party provider terms.
Not sure where to begin? Ask Zyiion™.
Ask Zyiion™ helps tax professionals understand R&A Pro-Tax software access, onboarding, training, CRM options, bank enrollment, support, and available business services. Get clear guidance based on what you are trying to build.