Experience the
platform.
Step inside the R&A Pro-Tax operating ecosystem. Explore the dashboards, CRM, pipelines, automations, and compliance systems that power modern tax offices and multi-office service bureaus — all in a safe, read-only environment.
The operating command surface
A live snapshot of how offices monitor production, funding, and compliance across the ecosystem.
Every client, one workspace
A unified view of active returns, stages, and funding status.
| Client | Stage | Refund |
|---|---|---|
M. Alvarez In Review · 2m ago | Review & E-Sign | $4,210 |
T. Washington Awaiting Docs · 14m ago | Docs Collected | $2,880 |
R. Patel Funded · 31m ago | Filed / Funded | $6,540 |
J. Nguyen On Track · 47m ago | In Preparation | $1,975 |
S. Carter Awaiting Docs · 1h ago | Intake Started | $3,120 |
Pipeline at a glance
From lead to lifelong client
The platform orchestrates each stage automatically — nothing falls through the cracks.
Inbound from marketing site, referral, or affiliate link.
Mobile document capture and guided questionnaire.
Preparer works the return with live diagnostics.
Client reviews, e-signs, and selects bank product.
Transmit, track IRS acknowledgment, route funding.
Off-season nurture, renewals, and referral loops.
Automations that never sleep
SMS + email sequences keep clients moving and revenue compounding.
One inbox for the office
Two-way SMS and email threads with every client, in one place.
Just uploaded my W-2 and 1098-T, thank you!
Can I book an evening appointment this week?
Your refund has been funded — see portal.
Reply YES to confirm tomorrow at 4:30 PM.
Compliance, continuously watched
EFIN, PTIN, WISP, and due-diligence posture — monitored in real time.
Multi-office command
Bureau-wide visibility across every connected office in real time.
Tenant isolation, MFA, and immutable audit trails protect every office. This demo is fully sandboxed — no real data is shown.
How a return flows end-to-end
Walk-in, online booking, or mobile intake — all flow into one queue.
Smart questionnaire and document capture reduce missing-info delays.
Federal + 50-state engine with real-time error catching and bank product routing.
Client e-signs, selects funding, and tracks status from any device.
Automations re-engage clients and surface referral and renewal revenue.
Academy built into the ecosystem
Onboarding and certification tracks for owners, preparers, and admins.
Ready to run it for real?
Launch the interactive software preview, book a live walkthrough, or request a full ecosystem tour tailored to your office size and volume.