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

Let's Get You Started

What is Included With
The Pro-Tax Success System

$997

  • Professional Tax Software

  • How To Create Irresistible Offers For Your Tax Office!

  • The Ultimate Guide To Creating Referral Promotions

  • The 10x Referral Strategy

  • Fast Action Prospecting Strategies

  • Bulletproof List Building Formula

  • How To Generate An Endless Supply of Customers With Tax Nitro

  • Automate Your Tax Office With Tax Nitro

  • BONUS: Tax Return Exercises For Team Training

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.

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