R&A Pro-Tax Software Solutions
Partner & Ecosystem Program

Grow with the ecosystem.

Three partner paths. Real recurring revenue. Built on an infrastructure compatible with IRS e-file, major refund banking partners, and the professional tax compliance ecosystem.

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30–40%
First-year commission
15–20%
Lifetime renewals
3 Tiers
Scale path: Affiliate → Bureau
Dedicated
Partner success manager
Ecosystem Authority

Built into the professional tax compliance ecosystem.

R&A Pro-Tax is engineered to integrate with — and support workflows involving — the partners, standards bodies, and banking infrastructure modern tax offices already rely on.

Compatibility statements do not imply ownership, sponsorship, or endorsement by the named organizations.

IRS

Compatible with IRS e-file workflows

U.S. Treasury

Supports Treasury-aligned compliance

Refund Advantage

Integrates with bank product workflows

Santa Barbara TPG

Integrates with TPG disbursement flows

QuickBooks

Compatible with QuickBooks bookkeeping

Fast Forward Academy

Supports AFSP / CE training workflows

NATP

Aligned with NATP professional standards

IRS AFSP

Annual Filing Season Program friendly

EFIN / PTIN Ecosystem

Built around EFIN & PTIN compliance

Banking Partner Network

Compatible with major refund banking partners

Three Partner Paths

From solo preparer to multi-office bureau.

Affiliate Partner
Single preparer · Referral-based
First Year
30% Y1
Recurring
15% renewals
  • Open enrollment — no minimums
  • Tracking link + real-time dashboard
  • Co-branded marketing assets
  • Monthly direct deposit payouts
  • Access to the partner knowledge base
Pro Partner
Growing office · Operational partner
First Year
35% Y1
Recurring
18% renewals
  • 10+ active offices recommended
  • Dedicated partner success manager
  • Joint-pipeline review & onboarding support
  • Priority support routing for referrals
  • Quarterly operational scaling sessions
Bureau Partner
Service bureau · Multi-office · White-label
First Year
40% Y1
Recurring
20% renewals
  • 25+ active offices · co-marketing
  • White-label ecosystem access
  • Custom provisioning & SLA support
  • Bureau-level compliance reporting
  • Strategic roadmap input & early features
Lifetime Commissions

Earn on every renewal — not just the first season.

Real-Time Dashboard

Track referrals, conversions, and payouts in your partner portal.

Co-Branded Materials

Decks, one-pagers, social assets — ready to deploy.

Dedicated Partner Manager

A real human helping you close enterprise deals.

Tiered Payouts

Higher commission as your referrals scale.

Monthly Payouts

Direct deposit — no waiting on quarters.

How it works.

  1. 1
    Apply
    Tell us about your audience — tax pros, EROs, business owners, content creators.
  2. 2
    Get your portal
    Tracking link, dashboard, co-branded marketing assets, and a partner manager.
  3. 3
    Refer or Resell
    Share, embed, post, or close enterprise / bureau deals directly.
  4. 4
    Earn recurring
    Monthly direct deposit. Track every dollar in real time across every season.
Become a Partner Book Ecosystem Demo
Why partners scale with us
  • Recurring revenue every season, not one-time bounty.
  • Compliance-first ecosystem — protects your reputation.
  • Built by a tax professional, for tax professionals.
  • AI-assisted operational infrastructure your referrals actually use.
  • Bureau-grade scaling path without rebuilding tooling.