TaxPro360 Compliance Toolkit for EROs

Streamline Your Tax Business with Ready-to-Use Agreements, Workflows, and SOPs!

Running a successful tax business with PTIN holders means staying compliant with IRS regulations, managing payments efficiently, and ensuring smooth tax preparation processes. The TaxPro360 Compliance Toolkit is designed to provide Electronic Return Originators (EROs) with everything they need to manage their tax operations seamlessly.

Whether you're onboarding new clients, ensuring compliance, or managing revenue share payments, this toolkit has you covered with customizable templates, step-by-step workflows, and comprehensive Standard Operating Procedures (SOPs).

Key Features:

🔐 Customizable Templates: Personalize agreements, workflows, and SOPs with your business information and logo to fit your unique needs.

⚖️ IRS Compliance: Ensure you're always compliant with IRS regulations, including Circular 230, due diligence, and e-file provider requirements.

📅 Quick Turnaround: Customized orders will be delivered in 5-7 business days after receiving your business details.

💻 Digital Options Available: For an additional fee, we can digitalize the templates for use with Cognito Forms, making it easy to manage your tax business online.