Tax Software Companies
License, support, and roll out tax software to a network of EROs.
PTS-grade infrastructure to manage software licensing, ERO office hierarchy, preparer commissions, and bank product programs.
Operational pain points we solve
Everything tax software companies need, preconfigured.
ROSSNEXUS.io ships with the modules below already wired together — buy and run.
Pipelines
Stage-by-stage routing tailored to this industry.
- Reseller pipeline
- Office enrollment
- Preparer onboarding
- Season activation
Client Onboarding
Branded intake and activation workflows.
- Reseller agreement
- Master office setup
- Bank product enrollment
- Software provisioning
Staffing
Roles configured for the way this industry operates.
- Division Manager
- Sales Rep
- Support Staff
- Trainer
- Compliance Officer
Automations
Pre-wired triggers and journeys.
- License key issuance
- Season activation
- Commission payouts
- Renewal reminders
Billing
Revenue models supported out of the box.
- License fees
- SB fees
- Tiered reseller splits
- Annual renewals
Support
Ticket categories and SLA-ready queues.
- Software install
- E-file rejects
- Bank product issues
Compliance
Frameworks, retention, and audit-friendly logs.
- IRS Publication 1345
- EFIN verification
- Bank partner agreements
Role-Based Permissions
Personas the platform ships with.
- Admin
- Reseller
- Master Office
- Preparer
- Support
W2 employees and 1099 contractors — handled separately, properly.
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)
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.
ROSSNEXUS.io — The Future Is Almost Here
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