R&A Pro-Tax Software Solutions
Launch your tax business

From idea to filing —
in one package.

Everything you need to launch a tax practice: PTIN, EFIN, LLC formation, website, software, CRM, training, and marketing — handled by one team.

Talk to a specialist See pricing
The 6-step launch

Built-out, not bolted-on.

01
PTIN Assistance
Get your IRS Preparer Tax ID with hands-on guidance.
02
EFIN Guidance
Walk through the EFIN application with compliance support.
03
LLC / Entity Formation
Articles, EIN, operating agreement, state registration.
04
Website + Branding
Professional tax-office website on your own domain.
05
Software + CRM Setup
R&A Pro-Tax configured, branded, and ready to file.
06
Training + Launch
Live training, a marketing playbook, and launch support.

Included with every launch.

Dedicated onboarding manager
Branded client portal + mobile app
Bank product enrollment
Marketing playbook + landing page
Live training + recorded courses
First-season priority support