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.

Explore Tax Software Request Enrollment Information

How to read this page

Every service carries a status label.

Included services, separately activated services, and planned services are never presented the same way.

Label keyAvailable in use todayPreview limited / internal reviewPlanned not yet builtThird-Party Approval Required pending written provider verificationOptional Add-On its own activation process (not automatically an extra fee)

Service categories
Category	Commercial treatment
Getting your office running	Included with your R&A Pro-Tax enrollment. No separate purchase.
Ongoing support & training	Available to active offices for the term of your agreement.
Operations build-out	Configuration services on the ROSSNEXUS operating layer. Scope and fees confirmed in writing.
Optional business-growth services	Requested separately, quoted individually, and never bundled into a software quote.

Getting your office running

Included with your R&A Pro-Tax enrollment. No separate purchase.

Enrollment

Available

Requirements review, package selection, agreement execution, and payment setup with a human representative.

PTIN assistance

Available

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.

EFIN assistance

Available

R&A helps new and existing tax offices 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.

Onboarding

Available

Guided office record build: ownership, locations, preparers, credentials, compliance documents, and readiness checks.

Provisioning coordination

Available

R&A coordinates your R&A Pro-Tax Software Solutions™ access link, assigned credentials, office naming inside the software, and Branded Mobile Tax App availability, then confirms first login with your office.

Bank enrollment assistance

Available

Document collection, application submission support, and status tracking. The bank makes the approval decision, not R&A.

Office Success™

Available

An 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

Available

Ticketed support for software access, e-file issues, bank enrollment, and portal questions. Every request is tracked.

Training

Available

Training Academy assignments for owners, preparers, and administrators, attached to your office record.

Renewal records, status tracking & reminders

Available

Your renewal record, current status, billing history, renewal reminders, and the R&A-managed annual confirmation, credential re-verification, and returning-office setup workflow.

Automatic renewal execution & unattended billing

Planned

Hands-off renewal processing, automated charge execution, and advanced renewal automation are not operational. Renewals are confirmed with your office before anything is billed.

Operations build-out

Configuration services on the ROSSNEXUS operating layer. Scope and fees confirmed in writing.

CRM setup

Optional Add-On

Pipelines, statuses, user roles, portal branding, and notification preferences configured for your office.

Data migration

Optional Add-On

Structured import of your existing client list into the CRM. Scope depends on source system and data quality.

Automation setup

Optional Add-On

Reminder, 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

Planned

A written proposal for co-branded office materials and portal presentation. Program terms and pricing require Founder approval before publication.

Marketing & launch assistance

Preview

Office launch planning support for new tax offices.

Additional business services

Optional Add-On

Bookkeeping, notary, formation, and web services are delivered by separate Ross & Associates businesses under their own agreements.

Service FAQs

What offices ask before enrolling.

Is R&A a tax-preparation firm?

No. R&A Pro-Tax Software Solutions™ is a service bureau. Your office prepares and transmits returns under its own EFIN; R&A provides the software access, onboarding, coordination, training, and support behind it.

Which services cost extra?

Anything labelled Optional Add-On — Not Required: CRM & Office Operations, custom intake, electronic signatures, data migration, automation build-out and website or marketing integrations. None of them are required to purchase, onboard or operate. Scope and fees are confirmed in writing before work begins.

Can R&A guarantee my EFIN approval?

No. The IRS approves and issues EFINs. R&A helps you understand requirements, organize information, and track readiness.

Who decides bank-product approval?

The participating bank. R&A assists with document collection, submission support, and status tracking only.

Will my office be auto-billed at renewal?

No. Automatic renewal execution and unattended billing are not operational. Renewals are confirmed with your office before anything is billed.

Other Ross & Associates businesses

Taxpayer, bookkeeping, notary, and 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 Businesses

Talk through what your office needs.

An R&A representative will confirm which services are included with your package and which are optional add-ons you may skip.

Request Enrollment Information View Plans & Pricing