Guided onboarding
Confirm your package, agreement, office information, authorized preparers and required documents with R&A before software access is delivered.
Services for independent tax offices
Software, onboarding and support — one relationship.
R&A Pro-Tax Software Solutions™ brings together branded professional software and the practical services that help your office prepare for the season.
The support behind your software.
Services follow your approved package, written agreement and enrollment requirements.
Software access & orientation
R&A coordinates your approved professional software access, office naming, preparer setup and software training. Access requires verification and approval.
Core forms & intake resources
Standard forms and intake resources supplied during onboarding. Your office remains responsible for its taxpayer records and professional practice.
PTIN & EFIN guidance
Understand requirements and locate official IRS application and renewal resources. The IRS issues credentials; R&A does not guarantee approval or processing time.
Bank-enrollment assistance
Guidance on required documents and the bank application. The bank sets product terms, fees and eligibility and makes its own approval decision.
Office support & training
Support for software, onboarding and bank-enrollment questions, plus assigned available Academy core resources appropriate to your package.
More support as your office grows.
Catalyst
Everything in Compass, plus workbooks, practice exercises and office templates.
Command
Everything in Catalyst, plus marketing templates, a client onboarding toolkit and launch checklist.
Alliance
Everything in Command, plus scoped custom office setup, team onboarding assistance and scheduled office reviews within your onboarding plan.
Clear terms, no automatic activation.
Does payment immediately activate software?
No. Agreement, required office documents, preparer roster, compliance review and software approval must be completed first. Online checkout is unavailable; confirm payment arrangements with R&A.
Will my office be billed automatically at renewal?
No automatic subscription is implied. R&A confirms renewal and payment arrangements with your office.
Can R&A guarantee IRS or bank approval?
No. R&A provides guidance and assistance. The IRS and participating banks make their own decisions.
What is separate from my package?
Additional locations and work outside your package require separate written terms. Service Bureau Fee and Transmitter Fee are disclosed separately in the signed office fee schedule.
Tell us what your office needs.
Confirm the package, available resources and service scope before you enroll.