R&A Pro-Tax Software Solutions
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Starting a tax office

Setting up a tax office,
step by step.

R&A Pro-Tax Software Solutions™ operates as your Service Bureau: we provision professional tax software, set up your office operations, and support you through onboarding. Some items below — formation, banking, and marketing — are separate engagements or third-party decisions.

Request Enrollment Information What enrollment includes
The setup path

What R&A handles, and what you obtain directly.

01
Available
PTIN Assistance
R&A helps you understand PTIN requirements, locate the official IRS resources, and prepare for the application or renewal process. The IRS issues and controls PTINs.
02
Available
EFIN Assistance
R&A helps you understand EFIN requirements, navigate the IRS e-file application process, organize the required information, and track application readiness. The IRS approves and issues EFINs; R&A does not guarantee approval or processing time.
03
Optional Add-On
Entity Formation Coordination
Coordinated with the R&A family of businesses. Requires its own engagement.
04
Available
Professional Tax Software Access
R&A Pro-Tax Software Solutions™ — your branded professional tax software, with your access link, assigned credentials, and your office name inside the account.
05
Available
CRM & Office Setup
Office record, users, and operations configured on the ROSSNEXUS™ enrollment and office-relationship system.
06
Available
Operational Training
R&A Training Academy readiness tracks for office setup and season operations.
07
Optional Add-On
Bank Product Enrollment
Coordinated with third-party banks. Approval and terms are set by the bank.
08
Optional Add-On
Office Website & Marketing
Website and marketing services are a separate engagement, not part of software enrollment.

Who does what.

  • R&A Pro-Tax Software Solutions™ — your branded professional tax software and your Service Bureau relationship: enrollment, provisioning, onboarding, and support. Your office receives its software link, assigned credentials, its own office name inside the software, and Branded Mobile Tax App access for its taxpayers.
  • ROSSNEXUS™ — the separate enrollment and office-relationship system (office records, CRM, automation, ticketing, training, billing visibility, Ask Zyiion™). ROSSNEXUS does not prepare or transmit tax returns.
  • IRS and third-party banks — issue PTINs and EFINs and approve bank products. Those decisions are not made by R&A.
Request Enrollment Information Support