Built for EROs, tax offices & service bureaus
Tax Software
Built To Elevate
Elevation Tax Pro Software helps tax professionals start, organize, and scale with cloud-based software.
All In One Place
A tax software system built for more than data entry.
Elevation Tax Pro Software is designed for tax professionals who want structure, support, and strategy. We help you move beyond just filing returns and start building a tax business with workflows, banking products, automation, training, and a real growth plan.
Simplified Workflow
Cloud-based tax preparation access designed to keep your office moving with confidence and less chaos.
Bank Product Ready
Offer refund-based payment options, advances where available, and client-friendly payment flexibility.
Training Included
Get access to education, ERO support, software guidance, compliance conversations, and business-building resources.
Built To Scale
Whether you are a new PTIN holder, growing ERO, or service bureau, we help you build like a professional.
Everything You Need
Software. Training. Support. Structure.
Elevation is not here to just issue software and leave you guessing.
We focus on helping tax professionals
understand the business side of tax preparation,
organize their operations, and grow with transparency.
Cloud-Based Software
Federal & State Filing
Bank Products
E-Signature Options
ERO Education
Business Mentorship
Workflow Support
Service Bureau Growth
Choose your
elevation plan.
Cloud-based tax preparation built for independent EROs, growing offices, and service bureaus ready to scale with real structure and real support. Every plan includes the tools you need to file professionally and grow confidently.
For independent tax professionals who need reliable professional software, bank products, and a solid foundation to start filing on their own.
- Professional Software Access Full cloud-based tax prep suite — federal & all 50 states included.
- Single Secure Login One dedicated login under your own EFIN — not a sub-account under someone else.
- Bank Product Options Offer refund transfers and bank products to your clients right from the platform.
- E-Filing & Return Management
- Basic Onboarding Support Guided setup walkthrough so you're ready to file from day one.
- Portal Access 24/7
For EROs who want more than software — education, business workflows, bank product guidance, and the ongoing support to grow a real operation.
- Training Resources Library On-demand education covering compliance, credits, pricing, and client management.
- Bank Product Guidance Step-by-step help enrolling in and maximizing bank product partnerships for your clients.
- Business Growth Support Strategy and guidance to help you attract clients, structure your pricing, and scale.
- Workflow & Automation Strategy Systems to streamline your client intake, document collection, and filing process.
- Priority Support Access
For experienced tax professionals ready to build their own software organization — recruit preparers, earn residuals, and lead a scalable ERO network.
- Reseller Rights Options Recruit and support your own EROs under your bureau umbrella and earn on their activity.
- Software Org Setup Full configuration of your bureau structure, sub-accounts, and reporting hierarchy.
- Renewal Campaign Support Systems and strategy to retain your preparer network season over season.
- Leadership & Sales Strategy Recruiting playbooks, compensation models, and bureau growth consulting.
- Dedicated Account Manager
For qualified professionals ready to lead, recruit, train, and support their own ERO network — with full bureau setup, mentorship, and a strategy built around your goals.
- SB Mastermind Mentorship High-level 1-on-1 mentorship with experienced bureau leaders — strategy built around your specific operation.
- Full Bureau Organization Build Complete setup of your bureau hierarchy, sub-accounts, preparer onboarding, and reporting structure.
- Recruitment & Retention Playbook Proven systems for recruiting preparers, keeping them active, and scaling your network season over season.
- Compensation & Revenue Modeling Structure your bureau splits, fee schedules, and earnings model to maximize profitability as you grow.
- Dedicated Account Manager
From checkout to filing — here's what to expect.
Everything you need to know before choosing a plan.
You can sign up before your EFIN is approved. Our onboarding walks you through the EFIN application process so you can get set up correctly from the start. Most professionals apply after joining so they have expert guidance through the process.
When you work under another bureau you give up a percentage of every return you file — often 30–50%. With Elevation Tax Pro, 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.
Most new EROs start with the Growth plan because it includes both the software and the training resources needed to operate professionally from day one. If you're already filing and just need a better platform, Starter may be sufficient. If you're ready to build a team, Scale is the right fit.
Yes. You can upgrade from Starter to Growth or from Growth to Scale at any time. We recommend starting where you are and scaling when you're ready — the platform grows with you.
Yes. All plans include federal and all 50 state returns. You can file for clients across the country from a single cloud-based platform without additional state modules or upgrade fees.
Bank products allow your clients to have their prep fees deducted directly from their refund — meaning you get paid without chasing payment. They include refund transfer options that many clients prefer. All plans include bank product access; Growth and Scale plans include additional guidance on how to enroll and maximize them.
The Scale plan is designed for professionals who want to recruit and support their own network of EROs. You get reseller rights, a configured bureau org structure, renewal campaign support to retain preparers, and consulting on compensation models and growth strategy. A dedicated account manager is assigned to your organization. Pricing is custom — book a call and we'll walk through what the build looks like for your specific goals.
Click "Get Started" on the Growth plan or "View Plan" on Starter to get your personalized quote. For the Scale plan, click "Book a Strategy Call" and we'll schedule time to understand your goals and walk you through the bureau build. Most EROs are onboarded and filing-ready within a few business days of signing up.
the right way?
Stop filing under someone else's login. Get your own platform, your own EFIN setup, and the training to build a real ERO business — starting today.
Frequently
asked.
Everything you need to know about Elevation Tax Pro Software, bank products, training, and service bureau opportunities. Adjust answers to match your actual agreements and banking partner requirements.
Elevation Tax Pro Software provides software access, training, resources, and support designed to assist tax professionals in operating and growing their tax businesses. We do not guarantee income, client volume, refund amounts, bank approval, or specific financial results. Results depend on your effort, compliance, experience, execution, market, and business practices.