Questions, answered plainly.
The questions tax professionals ask us most about enrollment, training, support and how the relationship works. If yours is not here, the Office Success team will answer it directly.
Who am I contracting with?
R&A Business Software Solutions LLC is the legal entity and contracting party. R&A Pro-Tax Software Solutions™ is the customer-facing brand and the Service Bureau relationship you enroll into.
What is a Service Bureau relationship?
It means your office is supported by one coordinated relationship rather than a stack of disconnected vendors: professional software access, onboarding, training, office tools, and a support path staffed by people who understand tax offices.
Is this consumer tax software?
No. R&A Pro-Tax Professional Software is professional preparation software for licensed and credentialed tax professionals operating a tax office. It is not a do-it-yourself consumer filing product.
How do I start?
Request enrollment information from the enrollment page. An Office Success team member responds within 1 business hour during published business hours to review your office, confirm requirements, and walk through the enrollment agreement.
What happens after I enroll?
Your office is created as a single office record, onboarding steps are opened for you, your Academy access is provisioned, and your implementation checklist tracks every remaining item through to software delivery.
Do I need an EFIN?
An active EFIN is required to transmit returns. If yours is in progress or needs attention, EFIN questions are a supported ticket category and we will guide you through the office requirements.
Can I bring an existing office to R&A?
Yes. Established offices are onboarded through the same enrollment and implementation workflow, with your existing office structure and staff captured on the office record.
What training is included?
Enrolled offices receive Academy access with structured tracks covering software navigation, return preparation workflow, office setup, and operational procedure. Training availability by track depends on your package.
Are recordings captioned?
Yes. Published training recordings carry captions and written summaries, and each recording is reviewed before it is released to offices.
Do I receive a certificate?
Completed certification paths issue a verifiable R&A certificate recorded in the Academy registry. Certificate availability depends on the track and its current publication status.
How do I reach support?
Start with Ask Zyiion™ inside your portal for immediate guidance, open a support ticket for anything that needs a person, and the R&A team follows up. Ticket categories cover EFINs, tax software, bank enrollment, and general support.
What are your hours?
Monday–Friday · 9:00 AM – 7:00 PM · Las Vegas, Nevada (Pacific Time). Headquartered in Las Vegas, Nevada and serving independent tax offices nationwide. All published hours are Pacific Time.
How quickly will someone respond?
Support: within 1 business hour during published business hours. Billing: within 1 business day. Partnership inquiries: within 2 business days.
How is payment handled?
Payments are processed through our payment provider. Agreements record your authorization only — full card and bank numbers are never stored in our records, documents, or systems.
Will you text me?
Only if you ask us to. Text messages are sent from our registered business line 725.201.7440 after you opt in on a form. Message frequency varies. Message and data rates may apply. Reply STOP to opt out, HELP for help.
Is my information shared?
Your information is used to operate your office relationship and is governed by the policies published in the Legal & Compliance Center.
Is the site available in Spanish?
English and Spanish are the supported customer languages. Spanish translation is being rolled out surface by surface; legal, pricing and compliance content is only published in Spanish after professional review, never machine-translated.
What if I need an accommodation?
Tell us the task and the page and we will provide the information or an alternative format while we correct the underlying issue. Details are on our Accessibility Statement.
Monday–Friday · 9:00 AM – 7:00 PM · Las Vegas, Nevada (Pacific Time) · 725.201.7440 · info@rossandassociates-protax.com
