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
Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction.
Unlimited preparer accounts apply within the enrolled office. Additional offices, EFINs, locations or separate business entities may require separate enrollment and approval. Per-accepted-return fees apply according to the office’s written enrollment fee schedule and are confirmed before any agreement is signed.
Launch Office
For a new or single-location office getting its season stood up.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 1–5 preparers.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for offices with 1–5 preparersAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE 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.
Growth Office
For an established office adding staff and volume this season.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 6–20 preparers.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for offices with 6–20 preparersAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE 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.
Professional Office
For a larger office with deeper onboarding and team-management needs.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 21–50 preparers.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for offices with 21–50 preparersAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboardingAVAILABLE NOW
- Compliance review and required agreementsAVAILABLE 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.
Enterprise Office
For multi-location operations and advanced operational requirements.
One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.
Preview pricing — under Founder review, not final and not published
Recommended for offices with 51+ preparers, multiple locations or advanced operational needs.
Unlimited preparer user accounts for the enrolled office.
- Unlimited preparer user accounts — Recommended for 51+ preparers or multiple locationsAVAILABLE NOW
- Professional tax-software accessREQUIRES ONBOARDING AND APPROVAL
- Federal and state electronic filingREQUIRES ONBOARDING AND APPROVAL
- Your office name inside the softwareREQUIRES ONBOARDING AND APPROVAL
- R&A Client PortalAVAILABLE NOW
- Guided office onboarding — Dedicated onboarding (per product catalog)AVAILABLE NOW
- Compliance review and required agreementsAVAILABLE 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.
Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction.
Unlimited preparer accounts apply within the enrolled office. Additional offices, EFINs, locations or separate business entities may require separate enrollment and approval. Per-accepted-return fees apply according to the office’s written enrollment fee schedule and are confirmed before any agreement is signed.
| Feature or service | Launch Available for separate purchase · Recommended for offices with 1–5 preparers. | Growth Available for separate purchase · Recommended for offices with 6–20 preparers. | Professional Available for separate purchase · Recommended for offices with 21–50 preparers. | Enterprise Available for separate purchase · Recommended for offices with 51+ preparers, multiple locations or advanced operational needs. |
|---|---|---|---|---|
Unlimited preparer user accounts Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction. | AVAILABLE NOW Recommended for offices with 1–5 preparers | AVAILABLE NOW Recommended for offices with 6–20 preparers | AVAILABLE NOW Recommended for offices with 21–50 preparers | AVAILABLE NOW Recommended for 51+ preparers or multiple locations |
Professional tax-software access Authorized access to the professional tax-preparation platform, configured and delivered by R&A for the filing season. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES 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. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL |
Your office name inside the software Your tax-office name appears in the software your team signs in to each day. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES 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 | 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 | 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 | 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 | AVAILABLE NOW |
Ticketed technical support Tracked support for software access, e-file questions, bank enrollment and portal issues. | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW | AVAILABLE NOW |
R&A Pro-Tax Academy training Coming Soon — Planned for active R&A Pro-Tax Software Solutions customers and their assigned team members. Release timing and final eligibility will be announced inside the portal. | COMING SOON | COMING SOON | COMING SOON | COMING SOON |
In-season software updates Form, calculation and platform updates released through the season by the platform provider. | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL | REQUIRES ONBOARDING AND APPROVAL |
Branded Mobile Tax App Optional. The taxpayer-facing mobile app is delivered through its own activation process and third-party approval. An office may purchase, onboard and operate without it. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT 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. | THIRD-PARTY APPROVAL REQUIRED | THIRD-PARTY APPROVAL REQUIRED | THIRD-PARTY APPROVAL REQUIRED | THIRD-PARTY APPROVAL REQUIRED |
CRM & Office Operations (ROSSNEXUS™) Optional Add-On — Not Required. CRM & Office Operations is optional. An office may purchase, onboard and use R&A Pro-Tax Software Solutions without activating CRM. It never blocks purchasing, onboarding, agreements, provisioning, Academy access when released, or office activation. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Custom branded digital tax-intake forms and electronic signatures Optional. Office-branded taxpayer intake and signature workflow, purchased separately and never required to operate. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Custom-branded or ROSSNEXUS mobile apps Optional and separate from the Branded Mobile Tax App. Provisioned only where separately purchased under written terms. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Data migration, custom automation and CRM setup Optional configuration services scoped per office and confirmed in writing before any work begins. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Website and marketing integrations Optional. Your existing website stays yours; integration work is scoped and quoted per office. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED |
Bookkeeping, notary, business formation, web services Optional. Delivered by separate Ross & Associates businesses under their own agreements. | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT REQUIRED | OPTIONAL ADD-ON — NOT 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 | COMING SOON |
Co-branded office marketing materials Program terms require Founder approval before publication. | COMING SOON | 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.