Knowledge Base
Operational guidance for every role in the ROSSNEXUS ecosystem. Search by topic, filter by your role, and follow embedded walkthroughs when available.
Office onboarding — start to activation
Multi-step lifecycle from draft to activated, including PTIN/EFIN verification, banking, compliance uploads, and review gates.
Uploading a PTIN letter
How to capture PTIN, upload the IRS letter, and what reviewers verify.
EFIN verification
EFIN is required to e-file. Reviewers compare the IRS acceptance letter to the captured number.
Banking & payout setup
Routing number is plain; account number lives in the secure documents vault and is masked everywhere.
Compliance checklist
WISP, business license, driver's license, voided check — what's required and how it's verified.
Billing & subscription lifecycle
Monthly subscription, per-return fees, transmitter fees, past-due → suspension after 7+ days.
Software provisioning
Activating tax software, CRM, academy, and bank products after activation gate passes.
CRM setup for offices
Default pipeline, lead capture, client lifecycle stages.
Service Bureau model
How transmitter fees, software fees, and revenue share work across the ecosystem.
Bank products
Refund Advantage and Santa Barbara TPG enrollment and how disbursements work.
Security & data protection
AES-256, tenant isolation, RBAC, PTIN/EFIN masking, audit logging.
WISP requirements
IRS-required Written Information Security Plan for all tax preparation offices.
Renewal governance
Annual Filing Season renewals with T-60 / T-30 / T-7 reminders and credential expiry handling.
Suspension & reinstatement
What triggers suspension and how to get reinstated.
The activation gate
What must be green before an office can be activated.