Questions Tax Pros
Ask Before Joining.

Elevation Tax Pro Software is a professional tax software provider focused on helping tax professionals, EROs, and service bureaus access software, training, automation, organization, and growth support — all in one place.

Elevation is built for new tax professionals, current preparers, EROs, service bureau owners, and tax business owners who want software plus structure — education, mentorship, and a real growth strategy, not just a login.

No. Elevation provides tools, training, software access, and support — but your results depend on your effort, execution, experience, marketing, compliance, and business practices. We give you the infrastructure; you build the business.

You can request a free demo, explore software packages, book a strategy call, or shop Elevation training and resources. If you're not sure which path fits your goals, a strategy call is the best first step — we'll help you figure it out.

Some software and ERO options may require an EFIN or a clear path toward becoming an ERO. If you're a PTIN holder without an EFIN, Elevation can help you understand exactly what your next steps are and how to get properly set up.

Elevation Tax Pro Software is a cloud-based professional filing platform covering federal returns and all 50 states. It includes e-filing, return management, client tracking, bank product access, and a single secure login under your own ERO credentials — not someone else's account.

When you work under someone else's bureau you give up a split of every return — often 30–50%. With Elevation, you get your own login under your own EFIN. You keep 100% of what you earn and build your own client base, not someone else's book of business.

Yes. Many of our members switched to Elevation from other platforms. If you already have clients, the training and business growth support included in the Growth and Scale plans is often what makes the switch worth it — beyond just the software itself.

Yes — Elevation offers education and training resources across 8+ core modules. However, tax preparation knowledge, ethics, due diligence, documentation, and compliance must be taken seriously before you begin serving clients. The training is designed to build real competency, not just get you through onboarding.

Both. All plans include on-demand access to the core training module library — available 24/7 from your portal. Growth and Scale plan members also get access to live weekly Zoom training sessions led by tax industry experts, plus full session replay access so you never fall behind.

Training tracks cover: ERO setup & EFIN application, pricing & prep fee strategy, client management systems, tax credit do's & don'ts, bank product enrollment & compliance, marketing & client acquisition, hiring your first preparer, and workflow automation — with bureau leadership strategy added for Scale plan members.

Bank product access may be available depending on software setup, partner requirements, compliance, and approval. Elevation can help guide you through what to expect and how the enrollment process works so you're set up correctly from the start.

Bank products allow your clients to have prep fees deducted directly from their tax refund — meaning you get paid without chasing invoices. Refund transfers are one of the most common options and are preferred by many clients who don't want to pay out of pocket. All Elevation plans include bank product access; Growth and Scale plans include guided enrollment support.

Service bureau opportunities are available for qualified professionals who are ready to lead, recruit, renew, train, and support other tax offices. It's not a passive opportunity — it requires the right structure, compliance foundation, and business readiness. A strategy call is the recommended first step to see if you qualify.

The Scale plan is designed for professionals building their own ERO network. It includes reseller rights, a configured bureau org structure with sub-accounts, renewal campaign support to retain preparers, dedicated account management, leadership training, and sales strategy consulting. Pricing is custom — book a call and we'll walk through what the build looks like for your specific goals.

Yes. The Bureau / Scale path is best suited for established tax professionals who already have an active ERO operation and are ready to scale it into a network. If you're still building your own practice, starting with the Growth plan and leveling up to Scale when you're ready is the recommended path.