Build your tax business with the tools, training & support already connected
ERO Business Partnership
Limited-time deal

Build the tax office. Lead the operation.

Put your EFIN, software, team, brand, training, and operating support into one connected business system.

Compare The Deals Book A Strategy Call
Starter $1,500 $899Elite $3,000 $1,499

Partner dashboard

TrainingClientsReturnsSupport
ProsperanceeERO OFFICE SYSTEMPLAYBOOK

On-demand

Training Hub
READY-TO-USEMarketing
Vault
Client-ready filesTemplate &
Script Library
Live coaching included
ON-DEMAND
READY FOR SEASON
EFIN guidance✦Unlimited-return software✦Team systems✦Growth support
More than software

The moving parts of an office, connected.

The partnership brings your setup, tools, training, marketing, and support into one organized path.

01

Get established

Work through EFIN guidance, bank product setup, and the operating foundation.

02

Run the work

Use professional software, training, and clear resources throughout tax season.

03

Build the team

Add preparer seats and create a structure that can support more than one operator.

04

Grow the brand

Use marketing resources, and on Elite, a custom brand and landing-page system.

The ERO growth architecture

A clear runway from setup to scale.

Follow the exact operating progression your office is designed to move through.

01

Establish

EFIN guidance and bank-product foundation

02

Operate

Software, training, and a repeatable workflow

03

Expand

Preparer seats and team operating systems

04

Scale

Marketing, brand, recruiting, and strategy

Your office gets stronger at every stage.

Choose Your Build
Your office command center

The tools behind the desk, already connected.

Build the operating foundation first—then add clients, preparers, and a stronger brand without rebuilding everything from scratch.

1EFIN guidance
2Tax software
3Team seats
4Training vault
5Bank products
6Growth support

Partner dashboard

TrainingClientsReturnsSupport
ProsperanceeOFFICE COMMAND KITPLAYBOOK

On-demand

Training Hub
READY-TO-USEMarketing
Vault
Client-ready filesTemplate &
Script Library
Live coaching included
ON-DEMAND
READY FOR SEASON
Unbox every deliverable

See exactly what is inside the partnership.

Each piece has a clear purpose and works with the rest of the system—not as disconnected downloads.

01Operations

Office Software

Professional unlimited-return software built for an active tax operation.

02Foundation

EFIN Roadmap

Guidance for establishing the foundation behind your own office.

03Team growth

Team Seat System

Capacity for three Starter preparers or ten Elite preparers.

04Leadership

Training + Coaching

A learning vault, group guidance, and plan-specific strategy calls.

05Visibility

Marketing Engine

Campaign resources to help the office attract and follow up with clients.

06Elite exclusive

Elite Brand Suite

Custom branding, landing page, booking funnel, and recruiting system on Elite.

Limited-time deal

Two paths. One goal: your own operation.

Choose the level that matches what you are building now.

Starter

Limited-time deal

Regularly $1,500

$899

Lock in the deal while it lasts

For the solo preparer building the foundation

  • EFIN application guidance
  • Unlimited-return software
  • 3 preparer seats
  • Training and marketing vault
  • Weekly group coaching
  • 2 strategy calls
Claim Starter For $899

Elite

Most complete · Deal

Regularly $3,000

$1,499

Lock in the deal while it lasts

For the owner building a team and brand

  • Everything in Starter
  • 10 preparer seats
  • Custom branding kit
  • Landing page and booking funnel
  • Staff recruiting system
  • Monthly strategy calls
  • Priority support
Claim Elite For $1,499
Limited-time deal · Side-by-side

See where each plan takes you.

What is includedStarter
$1,500 $899Elite
$3,000 $1,499
Professional tax softwareIncludedIncluded
EFIN application guidanceIncludedIncluded
Bank product setupIncludedIncluded
Preparer seats310
Training + marketing vaultIncludedIncluded
Custom branding kit—Included
Landing page + booking funnel—Included
Staff recruiting system—Included
Strategy calls2 callsMonthly
Priority support—Included
Claim Starter For $899 Claim Elite For $1,499
The owner path

From filing returns to running the room.

01

Establish

EFIN, bank products, software

02

Operate

Workflow, training, client service

03

Expand

Preparers, marketing, stronger capacity

04

Lead

Strategy, systems, office growth

Limited-time deal · Business calculator

Put your season into real numbers.

Use your own expected volume and average fee to explore a simple revenue scenario.

Potential gross revenue

$28,000

Deal investment$1,499

Gross less investment$26,501

Returns to cover investment5

Claim elite deal

Illustration only. Actual revenue and results vary.

Founder of Prosperancee 1 of One seated at her office desk
Founder-led guidanceProsperancee 1 of One
BUILD
BIGGER
Build with guidance

A business system designed to help you move like an owner.

The ERO path expands beyond preparing returns. It organizes the software, setup, people, brand, and support involved in building an office.

  • Office foundation
  • Team capacity
  • Marketing resources
  • Ongoing guidance
Talk Through Your Plan

Public customer reviews

A reputation built on showing up.

5.0

168 public reviews

Live Scheduling

Book Your ERO Strategy Call

Choose a time to talk through your office goals and which partnership fits your next move.

Partnership call

Start with a clear next step.

Choose your slot on the live calendar. You will get an instant confirmation with the call details.

30-minute conversation

Eastern Time

No obligation

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