Division · PTS-
R&A PRO-TAX SOFTWARE SOLUTIONS
Professional tax software for offices, ERO bureaus, and resellers.
Tax preparation software with EFIN/PTIN provisioning, season activation, multi-office management, and reseller white-label support.
PTS powers the software side of the ecosystem — preparer licensing, season activation, refund product integrations, and reseller program management for service bureaus.
Services
What this division ships with.
Tax Software Licensing
Seat-based and office-based plans.
EFIN / PTIN Provisioning
Verification, tracking, and renewal alerts.
Season Activation
Annual rollover and configuration workflows.
Reseller Program
White-label deployments for service bureaus.
Pipelines
Stage-aware workflows
- Offer → Accepted → EFIN/PTIN verified → Season activated → Active → Renewal
Automations
Pre-wired triggers
- Season activation triggers
- Credential expiration alerts
- Renewal billing
- Reseller commission tracking
Workforce
Staffing, onboarding, and role permissions.
W-2 Employees
- · Software support engineers
- · Reseller success managers
1099 Contractors
- · Seasonal training contractors
- · Channel partners
Client Experience
What your clients see.
Software portal
License & seat management
Season status
Subscriptions & invoices
Ideal For
Industries and use cases.
Service bureausERO networksMulti-office tax franchisesSoftware resellers
Modules Included
CRMLicensingCredentialsSubscriptionsReseller ProgramSupport
White-Label Options
- · Bureau-branded software
- · Reseller pricing tiers
- · Partner co-branding
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