What is Tax Ready Pro (TRP)?
Tax Ready Pro is a professional tax software and support platform designed for individuals who want to start or grow their own tax preparation business.
• Cloud-based tax software
• Compliance support
• Professional tools for tax preparers
• Resources to help operate a tax preparation business
Tax professionals can prepare and electronically transmit tax returns efficiently using our system.
STILL NOT SURE?
Frequently Asked Questions
Do I need an EFIN to join?
It depends on the package you select.
• ERO Packages: You must have an approved EFIN from the IRS to purchase an ERO package.
• PTIN Package: If you do not have an EFIN, you can join through the PTIN package, which allows you to prepare returns under our service bureau.
What is the PTIN Package?
The PTIN package allows individuals without an EFIN to prepare tax returns using our system and compliance process.
This option is ideal for:
• New tax preparers
• Individuals starting their first tax business
• Preparers waiting on EFIN approval
PTIN Return Submission Process
For PTIN preparers, all returns go through a compliance review process before transmission.
The process is as follows:
1. The preparer completes the tax return in the software.
2. The preparer submits the Compliance Form.
3. The return enters the Compliance Review Queue.
4. Our compliance team reviews the return.
After review:
• Pass: The return is approved and transmitted to the IRS.
• Fail: The return is returned with correction notes that must be fixed before resubmission.
This process ensures accuracy and IRS compliance.
Are banking products required?
Bank products are required if you receive promotional pricing or discounted software access.
Bank products may include services such as:
• Refund Transfers
• Refund Advances
• Fees withheld from client refunds
These services allow clients to pay preparation fees from their tax refund.
What if I choose not to offer banking products?
If you choose not to offer bank products, the software pricing starts at $499.
Promotional pricing is only available to preparers who participate in bank products.
Why are banking products required for promotional pricing?
Promotional pricing helps lower the upfront cost of the software. Participation in bank products helps support the platform, compliance services, and operational costs associated with providing discounted access.
Do you offer payment plans?
Yes. Some packages offer payment plan options depending on the promotion or package selected.
Are refunds available?
No.
Due to the digital nature of our software, onboarding materials, and training resources, all sales are final and non-refundable.
Is the software cloud-based?
Yes. Tax Ready Pro uses cloud-based tax software, allowing you to log in and work from any device with internet access.
Can I run my own tax business using TRP?
Yes. Tax Ready Pro is designed for individuals who want to:
• Start their own tax office
• Prepare tax returns for clients
• Build and grow a tax preparation business
How do I get started?
1. Select the package that fits your situation (PTIN or ERO).
2. Complete checkout.
3. Receive onboarding instructions.
4. Access the software.
5. Begin preparing returns.
Important Policies
By joining Tax Ready Pro, you acknowledge the following:
• ERO packages require a valid IRS EFIN.
• PTIN preparers must submit all returns through compliance review before transmission.
• Promotional pricing requires participation in bank products.
• If bank products are not used, software pricing starts at $499.
• All sales are final. No refunds are offered.