Office Enrollment
Request enrollmentinformation.
R&A Pro-Tax Software Solutions™ is the Service Bureau relationship for enrolled tax offices. Tell us about your office and an R&A enrollment specialist will review your request and follow up with enrollment details, requirements, and next steps.
Professional tax software accessAvailable
R&A Pro-Tax Software Solutions™ — your branded professional tax software, with your access link, assigned credentials, your office name inside the account, and TaxesToGo mobile-app access for your taxpayers.
CRM & office operationsAvailable
Office record, pipelines, and communications on the ROSSNEXUS operating layer.
Compliance trackingAvailable
EFIN/PTIN records, document vault, and onboarding checklist.
Training AcademyAvailable
R&A operational readiness tracks. Not IRS CE and not an IRS/AFSP provider.
Onboarding supportAvailable
R&A Service Bureau team guides provisioning and activation.
Bank product enrollmentSeparate Activation
Coordinated with third-party banks; approval is the bank's decision.
How enrollment proceeds
- 1Submit your enrollment information request.
- 2An R&A enrollment specialist reviews your office details and contacts you during business hours.
- 3Agreement review and enrollment requirements are provided directly by R&A.
- 4Once enrollment is complete, R&A provisions the office and begins onboarding.
Submitting this request does not create an enrollment, a license, or a contract. Timelines, requirements, and eligibility are confirmed by R&A during the enrollment conversation.