ERO

Our Tax Education program covers everything from basic filing to advanced tax strategies, equipping you to serve clients with confidence and accuracy. We also dive deep into the responsibilities of an ERO helping you understand how to securely submit returns to the IRS, manage compliance, handle acknowledgments and rejections, and maintain proper documentation. Through our Tax Marketing training, we show you how to attract and retain clients, build a powerful brand, and stand out in a crowded market. And with our cutting-edge Tax Software, you get the support you need to run your business efficiently from e-filing and real-time IRS updates to client management, bank product integration, and more.