The Signature Tax Suite

Professional tax software and infrastructure built for compliant, growth- focused tax professionals.

Designed for professionals who value structure, compliance, and long-term scalability.

CORE

For PTIN Holders

This access level is designed for independent tax preparers operating under a valid PTIN. Core access provides entry into the Signature Tax Suite platform for professionals. who are filing returns without operating as an ERO or managing additional preparers.

Features:

PTIN access
Revenue share structure
Compliance review
Tax law and software training
Marketing materials
In-season support

Does not include ERO license or tax software.

PRO

For EROs (Electronic Return Originators)

Pro access is intended for established tax professionals operating under an active EFIN. This level supports preparers who are responsible for electronic filing operations and are managing higher filing volume within their tax business.

PRO — Branded ERO

Features:

Single ERO license
Branded tax software
Bank products and access
Resell opportunities
Markups and incentives
Training and in-season support
Client mobile app
Unlimited PTIN users

PRO — Standard ERO

Features:

Single ERO license
Bank products and access
Resell opportunities
Markups and incentives
Training and in-season support
Client mobile app
Unlimited PTIN users

Same infrastructure. Branding level determines customization.

ELITE

For Service Bureau Access

Elite access is designed for professionals seeking service bureau–level authorization. This level supports firms that plan to onboard, support, or manage multiple tax preparers within a structured service bureau model.