An enterprise tax technology company.
R&A Pro-Tax Software Solutions builds the operating system for the modern tax practice. We unify preparation software, CRM, client portal, mobile, training, and multi-office management into a single, compliance-first platform — engineered for solo preparers, growing offices, and national bureaus alike.
Built around IRS Pub 1345, audit trails, and tenant isolation from day one.
Cloud-native architecture. Multi-region. AI-ready. Enterprise SLA.
Workflows shaped by working tax pros — not generic SaaS templates.
The operating layer for tax.
Tax practices are running 8+ disconnected tools to get a single return out the door. We're consolidating that stack into one platform — with the security, compliance, and scale demanded by enterprise firms, and the usability demanded by every solo preparer who's ever had to fight their software.
- · Tax preparation deserves enterprise-grade software.
- · Compliance is a feature, not a footnote.
- · Preparers are operators, not data-entry clerks.
- · Multi-office firms shouldn't need 10 vendors.
- · AI augments — it doesn't replace — the professional.
Backed by Ross & Associates.
R&A Pro-Tax is the technology arm of Ross & Associates, a firm with two decades of frontline tax, IRS resolution, and business advisory experience. Every feature in the platform is shaped by real-world tax practice — not theory.
Partner with the platform.
For demos, enterprise inquiries, or partnerships — we'd love to talk.