Scale Your Tax Office & Keep 100% of Your Prep Fees.
The MTP ERO program gives established tax offices access to professional software, bank products, CRM systems, automation, training resources, and scalable infrastructure without sacrificing your earned revenue.
Everything Included
Built For Tax Offices Ready To Scale Properly.
MTP ERO partners receive the infrastructure, software, automation, onboarding support, and operational systems needed to grow a professional tax office.
100% Fee Retention
Keep 100% of your earned preparation fees while maintaining control of your pricing structure and office operations.
CRM & Automation
Access CRM workflows, automated follow-up systems, onboarding tools, and client communication infrastructure.
Bank Products
Offer professional bank products, advances, funded returns, and optional transmission fee structures through supported providers.
Team Training
Access training modules and onboarding resources to help prepare, train, and manage your office staff efficiently.
Co-Branding Options
Upgrade into co-branded software, branded CRM systems, and customized Slayer URLs for a more professional client experience.
Year-Round Support
Receive ongoing support, office guidance, onboarding assistance, and help navigating operational growth.
Volume Incentives
Earn Additional Revenue Through Funded Return Rebates.
MTP ERO partners can qualify for additional rebate incentives based on funded return production.
Receive a $3.00 rebate per funded return once minimum production thresholds are met.
Increase rebate earnings with higher funded return production and office growth.
Top-tier offices can qualify for premium rebate payouts based on funded return volume.
Program Options
Customize Your Setup
Choose the platform options that fit how you want to run and scale your tax office.
Branded CRM
Add your own branding to the CRM experience for a cleaner and more professional client workflow.
Co-Branded Software + CRM
Co-brand your software and CRM setup. Slayer co-branding includes a customized branded URL.
MTP Credit
Offer additional credit-related services outside of the one AuditPlus round already included.
SB Fee Selection
Choose Your SB Fee
$99 SB Fee
Includes being added to MTP Credit services.
$50 SB Fee
Without credit services.
Enrollment
Ready To Scale Your Tax Office?
Begin your MTP ERO enrollment to access software, bank products, CRM systems, rebates, training modules, and scalable infrastructure for your tax office.