Exchange ProTax helps independent EROs move from simply having an EFIN to operating a tax business with professional software, education, business systems, onboarding, and support.
Exchange ProTax is designed for tax professionals who have their own EFIN and want to operate and grow their own independent tax business.
You operate your own tax office using your own EFIN. Exchange ProTax provides the software, education, systems, and support to help you prepare for tax season and build your operation.
Your software is one part of running a tax office. Exchange ProTax combines the technology with education, business support, and tax-season preparation.
Professional tax preparation software for your independent tax office, with setup assistance.
Access to participating tax refund bank products for eligible EROs, subject to bank approval.
Live training and business education designed to help prepare you to operate your tax office.
Guidance for office setup, workflows, operations, marketing, compliance, and tax-season readiness.
Exchange ProTax helps bridge the gap between becoming an ERO and building the systems needed to operate an independent tax business.
Choose the level of support that fits where you are today—and where you want to take your tax business next.
Build your operation
Command your team
Scale your empire
The descriptions above are typical examples to help you compare tracks. Your final package and eligibility will be confirmed during the application process.
Compare the included support for each track and choose the package that fits the stage of your tax business.
For EROs who primarily need professional tax software and foundational support.
For EROs who want software plus additional help building the business behind their tax office.
For EROs who want expanded mentorship, priority support, and additional education.
The process is designed to move you from application through enrollment, setup, and preparation for tax season.
Submit your ERO application.
Select the support level that fits your business.
Complete the required enrollment steps.
Complete software, office, and applicable bank setup.
Use your training, systems, and support to get ready.
Here are the most important things to know before applying.
Get the professional tax software, education, business systems, and support designed to help you operate your independent tax business.
