EFIN Software & ERO Software
Professional-Grade Tax Software at Wholesale Prices
Whether you're running a solo operation or managing a full team, we’ve got the software to match your workflow and your budget.
OLT Pro
Built for speed, accuracy, and scale.
Cloud-based software
Bank product integration
Multi-user access and reporting
Ideal for offices with multiple preparers
Includes Spanish-language support
What You Get:
Discount pricing
Mobile App
Low Backend Fees
Setup support and onboarding
Access to weekly training and CRM tools (Optional)
TaxSlayer Pro
Cloud-based, mobile-friendly, and budget-smart.
Secure client portal
Cloud-based software
Bank product integration
Form tree model
Real-time updates and support
Perfect for solo preparers or remote teams
What You Get:
Discount pricing
Mobile App
Low Backend Fees
Setup support and onboarding
Corporate license options available
All-In-One CRM System
Automate Your Office. Elevate Your Client Experience.
From lead tracking to client follow-up, our CRM systems help you stay organized, responsive, and ready to scale.
Basic CRM + Support
Simple, powerful, and ready to go.
Lead tracking and client notes
Email templates and appointment reminders
Includes tech support and setup
Bonus: Branded intake forms and autoresponders
CRM Buildout
Custom workflows for serious offices.
Branded client portals
Automated onboarding and follow-up sequences
Bonus: Sales funnel templates and team dashboards
Tax Training
Train Like a Pro - Earn Like a Boss.
Whether you're brand new or building a team, our training programs are designed to help you stay compliant, confident, and client-ready.
Weekly Training
Stay sharp and in the know
Live Zoom sessions with Q&A
IRS updates, marketing tips, and retention strategies
Open to all partners and preparers
Tax Academy
Your foundation for a 6-figure tax carrier
Beginner-friendly curriculum
Quizzes, onboarding flows, and certification
Includes Spanish-language support
Bonus: Access to private community and job placement
Frequently Asked Questions
Your Questions, Answered Clearly
How soon do i have access to the software?
Normally, within 24 - 48 hours after submission of the bank application.
Which banks are used for bank products?
Santa Barbara TPG, Refund Advantage, and Republic Bank.
Can I collect backend fees?
Yes, backend fees are available based on your package selection.
What type of technical support is included with this tax software?
Your purchase includes unlimited technical support for all software-related issues — from installation and setup to troubleshooting and updates. Our team is here to ensure your system runs smoothly and efficiently throughout the season.
Note: Tax preparation guidance, compliance questions, and client-specific scenarios are not included in this support package.
Ready to Elevate Your Tax Business?
Let’s build your legacy - one deal, one client, one system at a time.
Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!
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