R&A Pro-Tax Software Solutions
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Tax Software · Filing Season 2027 · Tax Year 2026

Professional tax software, provisioned and supported for your office.

R&A Pro-Tax Software Solutions™ provides independent tax offices with professional tax-preparation software plus the onboarding, provisioning, training, and support that make it usable on day one. Returns are prepared and transmitted under your office’s own EFIN.
View Plans & Pricing Request a Software DemonstrationRequest Enrollment Information

Who it is for

Independent offices that file under their own EFIN.

Established offices, first-year offices preparing to launch, and growing multi-preparer practices that want one accountable relationship behind their software.
Software overview
AttributeDetail
ProductR&A Pro-Tax Software Solutions™ — branded professional tax-preparation software
SeasonFiling Season 2027 · Tax Year 2026
AudienceLicensed professional preparers and tax-office owners
FilingElectronic filing under your own IRS-issued EFIN
Delivered byR&A Pro-Tax Software Solutions™, a service bureau — your agreement is with R&A Business Software Solutions LLC

Core capabilities

What your office can do with it.

Every capability carries its own status label so nothing is assumed before enrollment.
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)

Individual & business return preparation

Available

Federal and state preparation for 1040 and supported business returns for tax year 2026.

Electronic filing through your EFIN

Available

Returns are transmitted under your own IRS-issued EFIN. R&A does not file on your behalf.

Your office name inside the software

Available

Your account is branded to your office — your tax-office name appears in the software your team signs in to each day.

Multi-preparer office setup

Available

Preparer logins, office structure, and permissions configured during onboarding.

Prior-year return access

Available

Prior-year preparation availability depends on the software release for the 2026 tax year.

In-season software updates

Available

Form, calculation, and platform updates are released through the season.

Office-level reporting

Preview

Return volume and status reporting inside the software; deeper office analytics live in the CRM layer.

Branded Mobile Tax App

Third-Party Approval Required

The taxpayer-facing mobile app associated with your professional software access — guided intake, document capture, communication with your office, and eligible electronic signatures. Current verified status is Third-Party Approval Required, and it is delivered through its own activation process.

Custom-branded or ROSSNEXUS mobile apps

Optional Add-On

Separate from the Branded Mobile Tax App. Any custom-branded office app is provisioned only where purchased or included under separate written terms.

Bank-product integration

Optional Add-On

Refund-transfer and advance programs through participating banks, subject to separate bank approval.

System & browser requirements

What your office needs on site.

System requirements
RequirementDetail
DeliveryBrowser-based professional software. No workstation install is required for day-to-day preparation.
Supported browsersA current version of Google Chrome, Microsoft Edge, or Mozilla Firefox, kept up to date.
Operating systemAny modern Windows or macOS release still receiving security updates.
ConnectionA reliable business-grade broadband connection at every location that prepares returns.
PeripheralsA scanner or multifunction printer for document capture, and a secure printer for client copies.
SecurityIndividual logins for every user, current anti-malware protection, and a current Written Information Security Plan.

Supported return types

Confirmed for your office in writing before enrollment. Support follows the software release calendar for the season.

  • Federal and state individual returns (Form 1040 and supported schedules).
  • Supported business return types, confirmed for your office before enrollment.
  • Prior-year individual returns where the release for that year is available.
  • Amended returns where supported by the release for that tax year.

Software-access conditions

Access is delivered, not downloaded.

There is no public production URL and no public credentials. Every condition below must be satisfied before your office receives access.
  • Purchase completed and the written agreement executed.
  • Onboarding requirements completed in your secure office portal.
  • A valid, active EFIN on file for the office and a current PTIN for every preparer.
  • Compliance review completed and provisioning verified by an authorized R&A administrator.
  • Access details delivered inside the secure portal to your authorized contact — never posted publicly or sent in plain text.

Availability & third-party dependencies

Third-party dependencies
DependencyWhat it means
IRS EFINYour office must hold a valid, active EFIN. R&A assists with the IRS e-file application process; the IRS approves and issues EFINs. R&A does not issue, lend, or share EFINs.
PTIN for each preparerEvery individual preparing returns for compensation must hold a current PTIN. The IRS issues and controls PTINs.
Software release scheduleAvailability of forms, states, and prior-year modules follows the software release calendar for the season.
Underlying platform providerR&A configures, provisions, and supports your access under its service-bureau relationship with the underlying platform provider. R&A does not own or develop the tax-preparation engine.
Bank program approvalBank products require a separate application and approval by the bank. Approval is never guaranteed.
Completed onboardingAccess credentials are issued only after purchase, agreement execution, and onboarding requirements are satisfied.

Package comparison · Filing Season 2027

Choose the package that matches your office.

A summary is shown here. The full inclusion matrix, promotional terms, and payment details live on Plans & Pricing.

Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction.

Unlimited preparer accounts apply within the enrolled office. Additional offices, EFINs, locations or separate business entities may require separate enrollment and approval. Per-accepted-return fees apply according to the office’s written enrollment fee schedule and are confirmed before any agreement is signed.

Filing Season 2027 · Tax Year 2026

Launch Office

For a new or single-location office getting its season stood up.

Available for separate purchaseper season

One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.

Preview pricing — under Founder review, not final and not published

Recommended for offices with 1–5 preparers.

Unlimited preparer user accounts for the enrolled office.

  • Unlimited preparer user accounts — Recommended for offices with 1–5 preparers
    AVAILABLE NOW
  • Professional tax-software access
    REQUIRES ONBOARDING AND APPROVAL
  • Federal and state electronic filing
    REQUIRES ONBOARDING AND APPROVAL
  • Your office name inside the software
    REQUIRES ONBOARDING AND APPROVAL
  • R&A Client Portal
    AVAILABLE NOW
  • Guided office onboarding
    AVAILABLE NOW
  • Compliance review and required agreements
    AVAILABLE NOW

You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.

Filing Season 2027 · Tax Year 2026

Growth Office

For an established office adding staff and volume this season.

Available for separate purchaseper season

One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.

Preview pricing — under Founder review, not final and not published

Recommended for offices with 6–20 preparers.

Unlimited preparer user accounts for the enrolled office.

  • Unlimited preparer user accounts — Recommended for offices with 6–20 preparers
    AVAILABLE NOW
  • Professional tax-software access
    REQUIRES ONBOARDING AND APPROVAL
  • Federal and state electronic filing
    REQUIRES ONBOARDING AND APPROVAL
  • Your office name inside the software
    REQUIRES ONBOARDING AND APPROVAL
  • R&A Client Portal
    AVAILABLE NOW
  • Guided office onboarding
    AVAILABLE NOW
  • Compliance review and required agreements
    AVAILABLE NOW

You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.

Filing Season 2027 · Tax Year 2026

Professional Office

For a larger office with deeper onboarding and team-management needs.

Available for separate purchaseper season

One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.

Preview pricing — under Founder review, not final and not published

Recommended for offices with 21–50 preparers.

Unlimited preparer user accounts for the enrolled office.

  • Unlimited preparer user accounts — Recommended for offices with 21–50 preparers
    AVAILABLE NOW
  • Professional tax-software access
    REQUIRES ONBOARDING AND APPROVAL
  • Federal and state electronic filing
    REQUIRES ONBOARDING AND APPROVAL
  • Your office name inside the software
    REQUIRES ONBOARDING AND APPROVAL
  • R&A Client Portal
    AVAILABLE NOW
  • Guided office onboarding
    AVAILABLE NOW
  • Compliance review and required agreements
    AVAILABLE NOW

You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.

Filing Season 2027 · Tax Year 2026

Enterprise Office

For multi-location operations and advanced operational requirements.

Available for separate purchaseper season

One-time seasonal enrollment price for this filing season. It renews only if your office enrolls again for the next season.

Preview pricing — under Founder review, not final and not published

Recommended for offices with 51+ preparers, multiple locations or advanced operational needs.

Unlimited preparer user accounts for the enrolled office.

  • Unlimited preparer user accounts — Recommended for 51+ preparers or multiple locations
    AVAILABLE NOW
  • Professional tax-software access
    REQUIRES ONBOARDING AND APPROVAL
  • Federal and state electronic filing
    REQUIRES ONBOARDING AND APPROVAL
  • Your office name inside the software
    REQUIRES ONBOARDING AND APPROVAL
  • R&A Client Portal
    AVAILABLE NOW
  • Guided office onboarding — Dedicated onboarding (per product catalog)
    AVAILABLE NOW
  • Compliance review and required agreements
    AVAILABLE NOW

You will create an account or sign in, then complete secure checkout. Software access is delivered only after onboarding, compliance review and R&A administrator approval.

Unlimited preparer user accounts are available with every package for the enrolled office. Package recommendations are based on onboarding scope, support level and office complexity—not a preparer-seat restriction.

Unlimited preparer accounts apply within the enrolled office. Additional offices, EFINs, locations or separate business entities may require separate enrollment and approval. Per-accepted-return fees apply according to the office’s written enrollment fee schedule and are confirmed before any agreement is signed.

Label key
AVAILABLE NOW

Provided by R&A today. Nothing further has to be purchased or approved for this to exist.

INCLUDED AFTER PAYMENT

Included with this package and made available to your office once payment is completed.

REQUIRES ONBOARDING AND APPROVAL

Included with this package, but only delivered after onboarding, compliance review, required agreements and R&A administrator approval.

OPTIONAL ADD-ON — NOT REQUIRED

Optional. An office may purchase, onboard and use R&A Pro-Tax Software Solutions without it. It never blocks purchase, onboarding, agreements, provisioning or activation.

THIRD-PARTY APPROVAL REQUIRED

Requires approval or credentials from a third party such as the IRS or a participating bank. R&A assists but does not make the decision.

COMING SOON

Not built or not verified yet. It is not sold, not included and has no purchase path.

Before any software access is delivered

  • ·Payment is only the first step — it does not deliver software access.
  • ·Office onboarding must be completed in the R&A Client Portal.
  • ·Compliance review and the agreements required for your package must be executed.
  • ·Final software provisioning is manually completed and verified by an authorized R&A administrator.
  • ·Your office must hold a valid IRS EFIN, and each preparer a current PTIN.

This is professional tax-office software for licensed preparers — it is not a consumer self-filing product. R&A Pro-Tax Software Solutions™ configures, provisions and supports your office access.

See the full inclusion matrix Request a Software Demonstration

Onboarding & provisioning

How your environment is built and released.

Provisioning is completed and verified by an authorized R&A administrator. It is not automated at checkout.
  1. 01

    Enrollment review

    An R&A representative confirms office requirements and package fit in writing.

  2. 02

    Agreement & payment

    The service-bureau agreement is executed and payment setup is completed.

  3. 03

    Office record build

    Ownership, locations, preparers, credentials, and compliance documents are collected.

  4. 04

    Environment build

    R&A configures your software environment, office naming, and preparer structure.

  5. 05

    Administrator verification

    An authorized R&A administrator verifies the environment before anything is released.

  6. 06

    Access delivery & first login

    Your access link and assigned username are delivered in the portal and first login is confirmed with you.

Training, migration & banking

What surrounds the software.

Training included

Available

Software orientation, office-readiness steps, R&A procedures, and security awareness are assigned to your office record in the Training Academy.

Training Academy

Data migration

Optional Add-On

Structured import of your existing client list can be requested during enrollment. Scope depends on the source system and data quality, and is confirmed in writing before work begins.

Bank-product relationship

Optional Add-On

Refund transfers and advances require a separate application to a participating bank. The bank sets its fees and makes the approval decision; R&A assists with documents and status tracking.

Bank products

Security & support

How your office is protected and helped.

Security

  • Individual logins only — credentials are never shared, posted, or emailed in plain text.
  • Sensitive identifiers are held in a secure vault and masked in operational views.
  • Access to your office record is scoped to your office; other offices are never visible.
  • Security-awareness training is assigned to every office through the Academy.

Support

Software access, e-file questions, bank enrollment, and portal issues are handled as tracked cases with reference numbers and full history in your secure portal.

Support Center

Product FAQs

Software questions offices ask.

Is this consumer self-filing software?
No. This is professional tax-office software for licensed preparers operating under their own EFIN. It is not a consumer product.
Can I try the software before enrolling?
You can request a software demonstration from the provider demo request page linked on this page. Live production access is delivered only after purchase, agreement execution, and onboarding.
Can I move my client data from another product?
Data-migration assistance can be requested during enrollment. Scope depends on your source system and data quality, and is confirmed in writing — it is not automatic.
Do I have to offer bank products?
No. Bank products are optional and require a separate application to a participating bank, which makes its own approval decision and sets its own fees.
Is the Branded Mobile Tax App included?
It is associated with your professional software access and delivered through its own activation process. Its current verified status is Third-Party Approval Required, subject to provider approval and written verification.
How many preparers can use the software?
Seat counts differ by package. The Plans & Pricing page shows the comparison, and your representative confirms your office's seat count in writing.
What happens at the end of the season?
R&A confirms your renewal with your office before anything is billed. Automatic renewal execution and unattended billing are not operational.

Disclosures

Service-bureau disclosures

  • • Funded bank product requirements are measured PER OFFICE — not per preparer
  • • Service bureau fees are separate from software licensing
  • • Bank fees vary by provider and are governed by bank product agreements
  • • Fees may be deducted from funded returns
  • • Maintenance, hosting, and operational fees apply
  • • Service bureau services are non-refundable
  • • Production minimums may apply per bureau agreement
  • • Compliance participation is required at all times
  • • All preparers must maintain a valid PTIN per IRS requirements
  • • All offices must maintain a valid EFIN in good standing
  • • Operations must comply with IRS Circular 230 — Regulations Governing Practice before the IRS
  • • Data security must align with IRS Publication 4557 — Safeguarding Taxpayer Data
  • • Electronic filing must align with IRS Publication 1345 — Handbook for Authorized IRS e-file Providers
  • • Written Information Security Plan (WISP) required for all offices (FTC Safeguards Rule)
  • • Identity theft safeguards and IP PIN governance must be enforced
  • • Due diligence requirements (Form 8867) apply for EITC, CTC/ACTC/ODC, AOTC, and Head of Household
  • • Annual cybersecurity awareness training required for all staff handling taxpayer data

See what your office would receive.

Compare packages, or request a software demonstration from the provider demo page.

View Plans & Pricing Request a Software Demonstration