Questions, answered plainly.
The questions tax professionals ask us most about enrollment, training, support and how the relationship works. If yours is not here, an R&A representative can help.
What comes with the tax software?
Your package brings together R&A Pro-Tax Software Solutions™ branded professional tax software, software training, guided onboarding, core forms and intake resources, bank-enrollment assistance, support, and assigned available Academy core training. Catalyst adds workbooks, practice exercises and office templates; Command also adds marketing templates, a client onboarding toolkit and launch checklist; Alliance adds scoped custom setup, team onboarding assistance and scheduled office reviews. Each tier includes the preceding tier’s services. Unlimited preparer accounts and software usage apply within the enrolled EFIN / office / location after verification and activation approval. Mobile access and e-filing eligibility depend on your written package terms, credentials and approval; neither is automatic. An R&A representative confirms eligibility, availability and service scope.
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?
Signing and payment precede authorized portal and assigned available training access. EFIN-holder documents, preparer roster, staff compliance review and software/provider approval precede activation. Payment alone never grants software approval.
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?
Software training and assigned available Academy core training are included in the approved office packages. Additional workbooks, exercises and team services depend on the tier. Unreviewed lessons, completion paths and certificates remain unavailable until separately approved; enrollment is not an earned credential.
Are recordings captioned?
Captions and source review are part of the classroom production checklist. Unreviewed recordings remain held; confirm availability of an approved recording with R&A.
Do I receive a certificate?
No credential is earned simply by enrolling. Unreviewed completion and certificate paths remain unavailable until approved; confirm any released path and its requirements with R&A.
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