Essential Tax Software

Description

The Essential Tax SaaS Plan provides tax professionals with the software and operational foundation required to operate within a Service Bureau environment.

This plan is ideal for EROs and preparers who need structured access to tax preparation software, compliance tools, and refund-based fee collection, without enterprise-level complexity.

What’s Included

• Tax preparation software

• ERO onboarding and configuration

• Fee collection and proceeds allocation tools

• Compliance documentation support

• Secure reporting dashboard

• Business Development & Marketing Training

Any deferred balance is contractually deducted from funded proceeds, where legally permissible and expressly authorized by the ERO.