ROSSNEXUS.io
Finance & Tax

Tax Professionals

Pipelines, ERO operations, and season-ready workflows.

Run individual and business tax preparation across multiple offices, preparers, and the full IRS season cycle on one ecosystem.

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Operational pain points we solve

Season volume overwhelms intake and document collection
Preparers, EROs, and offices need separate scopes and dashboards
PTIN, EFIN, and bank product enrollment tracked across spreadsheets
The operating ecosystem

Everything tax professionals need, preconfigured.

ROSSNEXUS.io ships with the modules below already wired together — buy and run.

Pipelines

Stage-by-stage routing tailored to this industry.

  • Lead intake
  • Document collection
  • Prep & review
  • Filed & funded
  • Refund / SB fees

Client Onboarding

Branded intake and activation workflows.

  • Branded intake funnel
  • Identity & dependent uploads
  • E-sign engagement letter
  • Bank product opt-in

Staffing

Roles configured for the way this industry operates.

  • Tax Preparer
  • Reviewer
  • ERO Office
  • Office Manager
  • Support Staff

Automations

Pre-wired triggers and journeys.

  • Missing-document reminders
  • Status updates by stage
  • Refund-funded notifications
  • Season activation flows

Billing

Revenue models supported out of the box.

  • Per-return
  • Bank product SB fees
  • Subscription add-ons
  • Preparer commissions

Support

Ticket categories and SLA-ready queues.

  • Client questions
  • IRS notice handling
  • Refund delay escalation

Compliance

Frameworks, retention, and audit-friendly logs.

  • PTIN tracking
  • EFIN tracking
  • IRS publication 1345
  • Document retention

Role-Based Permissions

Personas the platform ships with.

  • Admin
  • Office Manager
  • Tax Preparer
  • Reviewer
  • Support Staff
  • Client
Workforce

W2 employees and 1099 contractors — handled separately, properly.

W-2 Employees

Full employee onboarding

  • · I-9 / W-4 collection and policy acknowledgments
  • · Role-based portal access and reporting hierarchy
  • · Department, manager, and training assignment
  • · Payroll-profile readiness (future payroll integrations)
1099 Contractors

Contractor lifecycle, agreements, payouts

  • · W-9 collection, agreement e-sign, insurance tracking
  • · Engagement-based permissions and time windows
  • · Per-project or commission payout readiness
  • · Compliance credentials with expiration alerts

This industry typically uses both W-2 and 1099 workers.

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CAS, advisory, and multi-entity engagements.

ROSSNEXUS.io — The Future Is Almost Here

Early Access opening soon. Reserve your enterprise tenant in the AI-powered business operating ecosystem.

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