Get Your Tax Office Ready for Filing Season 2027
Founding Tax Office Launch Special — a limited seasonal enrollment for offices joining R&A Pro-Tax Software Solutions™. Enrollment begins your onboarding with a service bureau that stays accountable for your office through the season.
What happens after you enroll
Software access is never instant. These are the exact steps between your payment and your first sign-in.
- 01You choose your tax-software package on this page.
- 02You create your R&A account or sign in.
- 03You complete secure checkout (payment is processed by Stripe).
- 04You receive a payment confirmation and an order reference.
- 05Your office record and order are created in the R&A system.
- 06You are taken directly into guided office onboarding, step one.
- 07You provide office, ownership, preparer and credential information.
- 08You complete compliance review and execute the required agreements.
- 09An authorized R&A administrator reviews and approves your office.
- 10Your entitlement is recorded against your office and order.
- 11R&A provisions your professional software access manually and verifies it.
- 12You receive your access information and onboarding communications.
- 13Your Office Success™ representative stays with your office through the season.
What is included, and when
- R&A Client Portal
- Guided office onboarding
- Compliance review and agreements
- Office Success™ representative
- Ticketed support
- Academy training
- Professional tax-software access
- Preparer licenses
- Your office name inside the software
- In-season software updates
- Branded Mobile Tax App
- Bank-product enrollment
- CRM & Office Operations (ROSSNEXUS™)
- Data migration and automation build-out
- Advanced office analytics
- Co-branded office marketing materials
Tax software packages
Tax Software — Starter
A single-location office getting its first authorized professional software access.
Preview pricing — under Founder review, not final and not published
1–2 preparer licenses
- Preparer licenses — 1–2 preparer licensesINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Professional tax-software accessINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Federal and state electronic filingINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Your office name inside the softwareINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
- Office Success™ representativeAVAILABLE NOW
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
Tax Software — Professional
A growing office running a preparer team through one filing season.
Preview pricing — under Founder review, not final and not published
Up to 10 preparer licenses
- Preparer licenses — Up to 10 preparer licensesINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Professional tax-software accessINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Federal and state electronic filingINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Your office name inside the softwareINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
- Office Success™ representativeAVAILABLE NOW
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
Tax Software — Enterprise
A multi-preparer or multi-location operation with dedicated onboarding.
Preview pricing — under Founder review, not final and not published
Up to 50 preparer licenses
- Preparer licenses — Up to 50 preparer licensesINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Professional tax-software accessINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Federal and state electronic filingINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- Your office name inside the softwareINCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboarding — Dedicated onboarding (per product catalog)AVAILABLE NOW
- Compliance review and required agreementsAVAILABLE NOW
- Office Success™ representativeAVAILABLE NOW
You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.
| Feature or service | Starter | Professional | Enterprise |
|---|---|---|---|
Preparer licenses Number of preparer logins configured for your office during onboarding. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL 1–2 preparer licenses | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL Up to 10 preparer licenses | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL Up to 50 preparer licenses |
Professional tax-software access Authorized access to the professional tax-preparation platform, configured and delivered by R&A for the filing season. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL |
Federal and state electronic filing Returns are prepared and transmitted under your own IRS-issued EFIN. R&A does not file on your behalf and does not issue, lend or share EFINs. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL |
Your office name inside the software Your tax-office name appears in the software your team signs in to each day. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL |
R&A Client Portal Your office workspace for onboarding status, documents, agreements, tickets, training and communications. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
Guided office onboarding Ownership, locations, preparers, credentials, compliance documents and readiness checks, completed with R&A before software access is delivered. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW Dedicated onboarding (per product catalog) |
Compliance review and required agreements R&A reviews your office record and executes the agreements required for your package before access is issued. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
Office Success™ representative An assigned R&A representative owns your office record through onboarding, activation and the season. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
Ticketed technical support Tracked support for software access, e-file questions, bank enrollment and portal issues. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
R&A Pro-Tax Academy training Software orientation, office-readiness and procedure training assigned to your office. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
In-season software updates Form, calculation and platform updates released through the season by the platform provider. | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL | INCLUDED AFTER PAYMENT, ONBOARDING AND APPROVAL |
Branded Mobile Tax App The taxpayer-facing mobile app associated with professional software access. Current verified status is Third-Party Approval Required; it is delivered through its own activation process and is not automatically included. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
Bank-product enrollment (refund transfer / advances) A separate application submitted to a participating bank. The bank — not R&A — approves and sets its own fees under its own agreement. R&A assists with enrollment and status tracking only. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
CRM & Office Operations (ROSSNEXUS™) The ROSSNEXUS operating layer is not automatically included in a software enrollment. Availability, scope and fees are confirmed in writing before activation. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
Custom-branded or ROSSNEXUS mobile apps Separate from the Branded Mobile Tax App. Provisioned only where separately purchased under written terms. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
CRM setup, data migration and automation build-out Configuration services scoped per office and confirmed in writing before any work begins. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
Bookkeeping, notary, business formation, web services Delivered by separate Ross & Associates businesses under their own agreements. | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED | SEPARATE ACTIVATION REQUIRED |
Advanced office analytics Deeper office analytics beyond the return volume and status reporting inside the software are not released yet. | COMING SOON | COMING SOON | COMING SOON |
Co-branded office marketing materials Program terms require Founder approval before publication. | COMING SOON | COMING SOON | COMING SOON |
This seasonal offer is limited in both time and number of enrollments. Software access is provided after successful payment, completion of onboarding and required agreements, administrative approval, and account provisioning.
Sold by R&A Business Software Solutions LLC, doing business as R&A Pro-Tax Software Solutions™. Your office must hold a valid IRS EFIN, and each preparer a current PTIN.
Before you enroll
Terms, policies and support
The agreements that govern enrollment, software access and service-bureau participation.
How R&A collects, uses and protects office and taxpayer-adjacent information.
Platform security posture, access controls and data protection practices.
How cancellations, refunds and season-term commitments are handled.
Reach an R&A representative or open a tracked support request.
What your office must provide before software access can be delivered.