ERO Software + Mentorship Plan

Description

• Premium All-In-One Value: Invest $6,549 per year for complete software, custom branding, and elite business mentorship.
• Weekly Coaching & Mentorship: Accelerate your growth with weekly live coaching sessions to expertly run and scale your practice.
• Rapid 3-Week Turnaround: Get your custom business assets fully launched and operational within 21 days.
• Custom Branded Website: Get a professional, custom-designed website branded specifically with your tax office name.
• Custom Client Portal: Streamline operations with a branded client portal and automated document manager.
• Business Branding: Secure your market presence with custom business name setup assistance.
• IRS & Bank Setup: Fast-track your compliance with expert assistance for IRS registration and bank product setup.
• PTIN Training Course: Empower your team with full access to professional PTIN training courses.
• Unlimited Return Filing: Prepare and e-file endless returns all season long with no volume caps.
• No Revenue Share: Keep 100% of your tax preparation fees with absolutely zero commission splits.
• EFIN Required: Secure login credentials and custom business setup begin immediately following valid EFIN verification
• Comprehensive Filing: Full support for all federal forms (1040, 1120, 1120S, 1065) and all 50 states.

• 100% Cloud-Based: Access your tax office securely from any device, anywhere, with zero desktop installation.
• Flat Annual Rate: Pay just $6549 per year for complete software access across your whole practice.
• Integrated Bank Products: Offer client Refund Advance Loans and seamless preparation fee withholding options.
• Flexible Payouts: Pay out clients via Direct Deposit, Prepaid Cards, or in-office Paper Checks.
• Auto-Deducted Client Fees: Transparent backend pricing with a $39.99 transmission fee and a $49.99 service bureau fee per return, automatically deducted from the taxpayer’s refund.
• Low Out-of-Pocket Cost: Pay a low flat fee of just $35 billed to the ERO only if the client opts out of a bank product.
• Honest, Fixed Pricing: Build client trust with strict, uniform backend fees (no markups allowed on service bureau or transmission fees)
• Unlimited Team Access: Add unlimited employees and contractors to your office account at no extra charge.
• No Revenue Share: Keep 100% of your tax preparation fees with absolutely no commission splits.
• Smart Tools Included: Boost efficiency with an automated Document Importer, Reports Manager, and Client Organizer.
• EFIN Required: Secure login credentials are issued immediately following valid EFIN verification