Already an ERO? Get More Than Tax Software.
You bring the EFIN — we bring the full stack: unlimited users, bank partner access, the ERO course, a tax prep course for you and your team, and the Tax Bestie hotline. Keep 100% of every fee. Start today for $99 — and if you can prove 50+ funded bank products, your software is FREE.
You qualify for the ERO Program if you already hold an active IRS EFIN and are an Electronic Return Originator. No EFIN? Start with the PTIN Preparer Program 2027 instead.
$99 to start. FREE software at 50+ bank products.
The ERO Program is built for firms that already run bank products. Prove a volume of 50+ funded bank products and your software cost drops to $0. More than 50? Book a dedicated volume consult and we'll tailor your backend fees.
Everything That Comes With the ERO Program
This is more than a software license. It's a full operating system for established EROs and their teams.
Unlimited Users
No per-seat fees. Add every preparer, admin, and sub-user on your team at no extra cost.
Bank Partner Access
Full integration with Santa Barbara TPG, EPS, and Refund Advantage — offer $7,000 client refund advances.
ERO Course
Become a certified Electronic Return Originator with our guided ERO onboarding and compliance course.
Tax Prep Course for You & Your Team
Self-paced, interactive tax prep training you can assign to every user seat — built for teams that scale.
Tax Bestie Hotline
Full access to the Tax Season Bestie hotline for real-time help when deadlines hit and clients call.
Volume Consult (50+ Bank Products)
Prove more than 50 funded bank products and book a 1-on-1 consult. We'll tailor backend fees, sub-preparer seats, and a white-label setup built for your volume.
More Than 50? Let's Tailor Your Setup.
Book a 1-on-1 consult with our ERO onboarding team. We'll tailor your backend fees, sub-preparer seats, and white-label build for your volume — and your software goes FREE at 50+.
Book Your Volume Consult
For EROs with more than 50 funded bank products — pick a time below.
Pick a highlighted day to see open consult times.
No EFIN? Start with the PTIN Preparer Program 2027
The ERO Program is for established Electronic Return Originators who already hold an active IRS EFIN. If you're a preparer without an EFIN, our PTIN Preparer Program 2027 lets you file under our EFIN — no EFIN required — with tiers from $19.99 to $799/yr.
ERO Program at a Glance
- Enrollment $99 due today
- Keep 100% of every tax prep fee
- FREE software at 50+ funded bank products
- Book a volume consult above 50