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
Professional tax-office software for licensed preparers — not a consumer self-filing product. TaxSlayer ProWeb is the underlying professional tax-software platform supplied to your office through R&A's service-bureau relationship. Every line below carries a label so nothing is assumed.
Tax Software — Starter
A single-location office getting its first authorized professional software access.
Preview pricing — under Founder review, not final and not published
1–2 preparer licenses
- Preparer licenses — 1–2 preparer licensesINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Professional tax-software accessINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Federal and state electronic filingINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Your office name inside the softwareINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
- Office Success™ representativeAVAILABLE 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.
Tax Software — Professional
A growing office running a preparer team through one filing season.
Preview pricing — under Founder review, not final and not published
Up to 10 preparer licenses
- Preparer licenses — Up to 10 preparer licensesINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Professional tax-software accessINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Federal and state electronic filingINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Your office name inside the softwareINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
- Office Success™ representativeAVAILABLE 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.
Tax Software — Enterprise
A multi-preparer or multi-location operation with dedicated onboarding.
Preview pricing — under Founder review, not final and not published
Up to 50 preparer licenses
- Preparer licenses — Up to 50 preparer licensesINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Professional tax-software accessINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Federal and state electronic filingINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Your office name inside the softwareINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboarding — Dedicated onboarding (per product catalog)AVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
- Office Success™ representativeAVAILABLE 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.
Provided by R&A today. Nothing further has to be purchased or approved for this to exist.
Included with this package, but only delivered after payment, onboarding, compliance review, required agreements and R&A administrator approval.
Not automatically included. Requires its own eligibility, written terms and activation process.
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. TaxSlayer ProWeb is the underlying professional tax-software platform, supplied to your office through R&A's service-bureau relationship. R&A configures, provisions and supports your access.
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 | Starter | Professional | Enterprise |
|---|---|---|---|
Preparer licenses Number of preparer logins configured for your office during onboarding. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL 1–2 preparer licenses | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL Up to 10 preparer licenses | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL Up to 50 preparer licenses |
Professional tax-software access Authorized access to the professional tax-preparation platform, configured and delivered by R&A for the filing season. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, 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. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL |
Your office name inside the software Your tax-office name appears in the software your team signs in to each day. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, 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 |
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 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 |
Office Success™ representative An assigned R&A representative owns your office record through onboarding, activation and the season. | 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 |
R&A Pro-Tax Academy training Software orientation, office-readiness and procedure training assigned to your office. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
In-season software updates Form, calculation and platform updates released through the season by the platform provider. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL |
Branded Mobile Tax App The taxpayer-facing mobile app associated with professional software access. Current verified status is Third-Party Approval Required; it is delivered through its own activation process and is not automatically included. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION 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. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
CRM & Office Operations (ROSSNEXUS™) The ROSSNEXUS operating layer is not automatically included in a software enrollment. Availability, scope and fees are confirmed in writing before activation. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
Custom-branded or ROSSNEXUS mobile apps Separate from the Branded Mobile Tax App. Provisioned only where separately purchased under written terms. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
CRM setup, data migration and automation build-out Configuration services scoped per office and confirmed in writing before any work begins. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
Bookkeeping, notary, business formation, web services Delivered by separate Ross & Associates businesses under their own agreements. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION 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 |
Co-branded office marketing materials Program terms require Founder approval before publication. | COMING SOON | COMING SOON | COMING SOON |
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.
Included with enrollment
What an R&A Pro-Tax enrollment includes
Delivered by R&A for the term of your agreement. No separate purchase required.
Requirements review, package selection, written agreement, and payment setup handled with a human R&A representative.
Guided build of your office record: ownership, locations, preparers, credentials, compliance documents, and readiness checks.
R&A coordinates and delivers your authorized professional tax-software access for the filing season.
Bank-enrollment assistance, provisioning coordination, and operational guidance for the term of your agreement.
An assigned R&A representative owns your office record through onboarding, activation, and the filing season.
Ticketed support for software access, e-file questions, bank enrollment, and portal issues. Every request is tracked.
R&A software orientation, office-readiness, and procedure training assigned to your office.
Your office workspace for onboarding status, documents, tickets, training, and communications.
Separate activation or additional cost
What is not automatically included
These are real capabilities, but they are activated, scoped, and quoted separately. Nothing here is bundled into a software enrollment by default.
The ROSSNEXUS operating layer is not automatically included in a software enrollment. Availability and configuration are confirmed in writing.
Separate from the Branded Mobile Tax App, whose current verified status is Third-Party Approval Required. Custom-branded office apps are delivered only where separately activated for your office.
Configuration services scoped per office and confirmed in writing before any work begins.
Bookkeeping, notary, business formation, and web services are delivered by separate businesses under their own agreements.
Program terms require Founder approval before publication.
Office launch planning support for new tax offices.
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.