Tax SoftwareClient Mobile AppAcademy PortalPTIN Setup AssistanceEFIN Application AssistanceTraining Videos & DocumentsCustom-Branded FormsTax Intake FormsChecklistsDue Diligence ResourcesCommunity Access

Build Your Tax Business With

🧭 Compass · ⚡ Catalyst · 🛡 Command · 🤝 Alliance

Professional tax software. Practical training. Personal support. R&A Pro-Tax Software Solutions helps your office prepare for the season with guided onboarding, client mobile tools, and a program that fits your next stage of growth.

R&A Pro-Tax Software Solutions platform illustration showing desktop, laptop, tablet, and mobile tools
R&A Pro-Tax Software Solutions

Your office. Your goals.
Your software package.

Choose the annual package that fits your tax office. Open each card to explore the software, training and resources included.

Compass

Direction & Readiness

Software, core training and onboarding.

$300
Seasonal offer · Regular $779/year
Annual · per EFIN / office
Explore Compass
  • Professional tax software for one EFIN at one office/location
  • Unlimited authorized preparers and software usage at that licensed location
  • Software-training videos and assigned Academy resources
  • Core tax-intake forms and resources
  • Onboarding/setup guidance and bank-enrollment assistance
  • Seasonal software updates and support through designated channels
Ask about Compass

Catalyst

Momentum & Opportunity

Practical resources for your tax office.

$400
Seasonal offer · Regular $879/year
Annual · per EFIN / office
Explore Catalyst
  • Professional tax software for one EFIN at one office/location
  • Unlimited authorized preparers and software usage at that licensed location
  • Software-training videos and assigned Academy resources
  • Core tax-intake forms and resources
  • Onboarding/setup guidance and bank-enrollment assistance
  • Seasonal software updates and support through designated channels
  • Workbooks and practice exercises
  • Office templates
Ask about Catalyst

Command

Team & Workflow

Tools to prepare, launch and promote.

$500
Seasonal offer · Regular $979/year
Annual · per EFIN / office
Explore Command
  • Professional tax software for one EFIN at one office/location
  • Unlimited authorized preparers and software usage at that licensed location
  • Software-training videos and assigned Academy resources
  • Core tax-intake forms and resources
  • Onboarding/setup guidance and bank-enrollment assistance
  • Seasonal software updates and support through designated channels
  • Workbooks, exercises and office templates
  • Marketing templates
  • Client-onboarding toolkit
  • Office-launch checklist
Ask about Command

Alliance

Connection & Collaboration

Guided setup for your office and team.

$600
Seasonal offer · Regular $1,997/year
Annual · per EFIN / office
Explore Alliance
  • Professional tax software for one EFIN at one office/location
  • Unlimited authorized preparers and software usage at that licensed location
  • Software-training videos and assigned Academy resources
  • Core tax-intake forms and resources
  • Onboarding/setup guidance and bank-enrollment assistance
  • Seasonal software updates and support through designated channels
  • Everything included in Command
  • Customized office setup
  • Team-onboarding assistance
  • Scheduled office reviews, as agreed in your onboarding plan
Ask about Alliance

Academy access included. Your package includes its assigned training and resources. Additional paid courses, services and white-label rights require a separate order.

2026 seasonal enrollment pricing. The prices shown apply through December 31, 2026, excluding the one-day Black Friday event. Regular enrollment prices begin January 1, 2027: Compass $779, Catalyst $879, Command $979, and Alliance $1,997. Renewal terms follow your signed agreement. Clear annual terms. Each additional EFIN or office requires its own enrollment. Service Bureau, Transmitter, bank and optional add-on fees are separate and disclosed in your agreement. Prices are subject to change for future terms.

Annual Black Friday pricing · November 27

Our annual Black Friday offer is available November 27, 2026 only (Pacific Time): Compass $69, Catalyst $79, Command $89, and Alliance $99. Seasonal enrollment prices resume November 28 through December 31.

Bank-product renewal incentives

25–50 qualifying bank-approved and funded products may earn 50% off the following season’s annual software fee; 75–100 may earn a waiver of that fee, subject to the signed agreement and verified final-season count. Other fees remain separate. These are Provider promotions; IRS-accepted returns alone do not qualify.

Streamline Your Workflow With

Advanced Functionality

E-Filing Made Easy

Submit tax returns electronically to the IRS and state agencies, with a fast and secure e-filing process.

Advanced Reporting

Generate in-depth reports for clients with just a few clicks, providing detailed insights into their tax returns.

Multi-Office Management

Monitor and manage multiple locations with the simple click of a button to increase your efficiency.

Cloud-Based Tax Preparation

Never lose track of where you're at with your clients. Utilize our value-added services to ensure your clients are always satisfied and coming back year after year.

Cloud-Based Tax Preparation

Never lose track of where you're at with your clients. Utilize our value-added services to ensure your clients are always satisfied and coming back year after year.

Integration With Top Bank Products

Explore bank product options for your tax office. Our team will guide you through the enrollment requirements and available refund disbursement services.

Your Mobile Tax Office Solution

Make it easy for your customers to submit paperwork. With TaxNitro, customers can snap a picture of their paperwork, sign and upload it directly from their mobile device.

Your Mobile Tax Office Solution

Give clients a convenient way to connect with your office. Our client mobile app supports document uploads and the next steps in your tax preparation process.

Advanced Functionality

Your All-In-One Solution
For Tax Prep

Discover the full suite of powerful features designed to streamline your tax preparation process and help you provide expert service.

Error Checking

Built-in calculations and error checks help you review returns and identify items that need attention before filing.

Forms & Schedules

Access over 2,000 federal and state tax forms, schedules, worksheets, and more, all in one place.

Audit Assistance

Ask our team about available audit assistance options, eligibility, and the services included with your selected package.

Cloud Reporting

Easily manage and report on client data from anywhere, providing a streamlined workflow and improved efficiency.

Customizable Reports

Generate custom reports for your clients, providing detailed insights into their tax returns.

Technical Support

We're here to assist you with any questions or issues, ensuring that you always have the support you need.

R&A Pro-Tax Software Solutions — Where Compliance Meets Confidence

Fast Cloud-Based Software For Tax Pros

Get Started

Contact Us: [email protected]

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