Service-Bureau Services
The work R&A does so your office can operate.
R&A Pro-Tax Software Solutions™ is a service bureau. Software access is one part of what you receive — the rest is the enrollment, onboarding, provisioning, bank coordination, training, and support that stand behind it.
Getting your office running
Included with your R&A Pro-Tax enrollment. No separate purchase.
Enrollment
AvailableRequirements review, package selection, agreement execution, and payment setup with a human representative.
Onboarding
AvailableGuided office record build: ownership, locations, preparers, credentials, compliance documents, and readiness checks.
Provisioning coordination
AvailableR&A coordinates your authorized software access and mobile-app delivery, then confirms first login with your office.
Bank enrollment assistance
AvailableDocument collection, application submission support, and status tracking. The bank makes the approval decision, not R&A.
Office Success™
AvailableAn assigned R&A representative owns your office record through onboarding, activation, and the filing season.
Ongoing support & training
Available to active offices for the term of your agreement.
Technical support
AvailableTicketed support for software access, e-file issues, bank enrollment, and portal questions. Every request is tracked.
Training
AvailableTraining Academy assignments for owners, preparers, and administrators, attached to your office record.
Renewal & re-onboarding
AvailableAnnual filing-season renewal, credential re-verification, and returning-office setup.
Operations build-out
Configuration services on the ROSSNEXUS operating layer. Scope and fees confirmed in writing.
CRM setup
Separate ActivationPipelines, statuses, user roles, portal branding, and notification preferences configured for your office.
Data migration
Separate ActivationStructured import of your existing client list into the CRM. Scope depends on source system and data quality.
Automation setup
Separate ActivationReminder, status, and follow-up automations built against your office workflow.
Optional business-growth services
Requested separately, quoted individually, and never bundled into a software quote.
Co-branding proposal
PlannedA written proposal for co-branded office materials and portal presentation. Program terms and pricing require Founder approval before publication.
Marketing & launch assistance
PreviewOffice launch planning support for new tax offices.
Additional business services
Separate ActivationBookkeeping, notary, formation, and web services are delivered by separate Ross & Associates businesses under their own agreements.
Looking for taxpayer, bookkeeping, notary, or web services?
Those are delivered by separate Ross & Associates businesses, each with its own terms, pricing, agreements, and records. This page covers R&A Pro-Tax service-bureau services only.
View the Family of BusinessesNot sure where to begin? Ask Zyiion™.
Ask Zyiion™ helps tax professionals understand R&A Pro-Tax software access, onboarding, training, CRM options, bank enrollment, support, and available business services. Get clear guidance based on what you are trying to build.