ERO Packages
Empower Your Office
Essential ERO Package
Powered by: TaxSlayer Pro Web
Perfect for: Solo tax preparers or startup EROs looking for simplicity and affordability.
Features
No revenue share – keep 100% of your fees
Preparer & ERO setup included
IRS-compliant cloud-based software
Bank products & audit protection access
Basic onboarding/training resources
Client portal for easy document exchange
Elevation branding optional
Pro ERO Package
Powered by: OLT Pro Cloud
Perfect for: EROs who want mid-tier tools, more flexibility, and added resources.
Features
No revenue share – full fee control
Preparer & ERO setup included
Multi-user access
Secure client portal + e-signature tools
Bank products & audit protection included
Marketing & growth strategy templates
Elevation branding optional
Elite ERO Package
Powered by: TaxWise Online
Perfect for: EROs managing multiple preparers and high-volume returns.
Features
No revenue share – keep 100%
Preparer & ERO setup included
Multi-user software + team training
Built-in CRM & client communication tools
Bank products & audit protection included
Advanced marketing suite + business coaching
Branded client portal (optional)
Compare & Choose the Right Fit
Need help deciding? View our full comparison chart showing revenue splits, software capabilities, training depth, support levels, and CRM access across all packages.
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