Turn your PTIN into a real tax business.
Step into tax season with professional software, practical training, ready-to-use marketing, and real support behind you — at the lowest preseason price.
TAX PRORESOURCE BUNDLE
BEHIND THE RETURN.✳
Join now for $297. Later, it’s $699.
Preseason partners lock the lowest price of the year. Closer to tax season, the price returns to full price — the training, software, and support never change. Only the number does.
- Everything from the full package
- Professional software with unlimited returns
- Training, marketing bundle & season support
- Price rises as tax season approaches
One payment. Full season. No hidden fees.
Six parts. One clear path.
This is more than software. It is a connected set of tools for learning the work, finding clients, staying organized, and getting support.
Professional Software
A professional tax software license for unlimited returns throughout the season.
Business Training
A clear training library built to help you understand the business and the work.
Marketing Bundle
Flyers, social posts, scripts, and a client acquisition playbook ready to put to work.
Compliance Support
Due diligence checklists and guidance to help you prepare with confidence.
Bank Product Setup
Guidance for refund transfer and bank product setup for your tax business.
Season Support
A partner community and support line so you are not left figuring it out alone.
Every moving part points toward one stronger business.
See how the resources work together—from learning and setup to client growth and season support.
BUSINESS
SYSTEM
TAX PRORESOURCE BUNDLE
BEHIND THE RETURN.✳
Not a loose folder of files. A business in motion.
Every tool has a job: get you trained, visible, organized, and prepared to serve clients.
Software workspace
A professional place to prepare and manage the work.
Video academy
Focused training for the business and the process.
Campaign library
Ready-to-use resources for getting the word out.
Operating support
Get help navigating the season as you grow.
Client workflow
A practical path from inquiry to completed return.
Partner community
Build alongside people doing the same work.
Unbox every deliverable.
See exactly what is inside the partnership.
Tax Software
Professional software with unlimited returns and a workflow built for tax season.
Training Academy
A clear learning path to help you get started and keep building.
Marketing Bundle
Campaign ideas, templates, and tools to help you find clients.
Bank Product Setup
Guidance on setting up bank products for your business.
Compliance Kit
Resources to help you stay organized around important requirements.
Partner Support
Season support and a team you can reach when questions come up.
Built to help you move through tax season.
- Unlimited returns
- Professional workflow
- Bank product setup
- Season support
THE WORK.
SUPPORT FOR
THE BUSINESS.SOFTWARE INCLUDED
Everything in one workflow.
Client organizer
Return workflow
Training library
Support center
Stop collecting information. Start moving through a system.
Run your own season numbers.
Adjust the return volume and average preparation fee to explore a simple gross-revenue scenario.
You are building with a system, not guessing alone.
Copy Club Tax Pro brings the training, resources, and support into one partnership designed around the work of building a tax business.
Community access and season-long support are included.
A reputation built on showing up.
Real partner stories will appear here once approved testimonials are supplied.
Know what you are stepping into.
Everything you need to know before you take the next step.
01Do I need experience to join?
You can start with the training and build from the foundation. You are responsible for meeting applicable PTIN, licensing, and tax-preparation requirements.
02What does the preseason price cover?
The $297 preseason price covers the partnership package: professional software, training, marketing resources, and season support.
03Is the software limited by return count?
No. Unlimited returns are included in the partnership package.
04What happens after I join?
You can begin working through the training, setting up your tools, and preparing your business for the season.
05What if I want to build an office?
The ERO Business Partnership is the next path for preparers building an office and a team.
Plan Your Partnership Call
A 30-minute conversation to talk through where you are, where you want to go, and which path makes sense for you.
+1 228-497-9544Find a time that works.
The booking calendar will appear here once the booking link is provided.
Book your call