Choose the tax software setup that fits your office.
Compare Direct ERO access with the full MTP ERO Program. Review software options, bank products, CRM tools, websites, funnels, client communication systems, rebates, training access, and optional financial wellness services before you enroll.
Pick the setup that matches your office.
Direct ERO keeps the software path simple. The full MTP ERO Program adds the operating system around the software: CRM, communication, workflows, websites, funnels, training access, rebates, and support tools.
Best Fit
Built for tax preparers, EROs, and office owners who want to compare software access against a full tax office platform before choosing their next step.
Two ways to get started.
Review both options first. Enrollment comes after you know which setup fits your office.
Direct ERO Software
For offices that mainly need professional tax software access with basic support.
- Professional tax software access
- Basic technical support
- No service bureau fee
- $50 transmission fee
- Bank products access
MTP ERO Program
For offices that want software plus bank products, CRM tools, workflows, client communication systems, websites, funnels, rebates, training access, and optional financial wellness services.
- Professional tax software access
- Bank products access
- CRM and workflow tools
- Client communication systems
- Websites and funnels
- Funded return rebate opportunities
- Training Academy and Partner Hub
Start with the software setup.
Your ERO setup begins with software access, bank product access, transmission structure, and the tools needed to operate your office.
Tax Software
Professional tax software access for preparing and transmitting client returns.
Bank Products
Access to bank product options for offices offering funded returns and related products.
ERO Setup
Choose the path that fits how much support, branding, and office infrastructure you want.
What the full MTP ERO Program adds.
This is where MTP becomes more than software access. You get the tools around the tax office.
CRM & Client Management
Manage leads, contacts, opportunities, appointments, follow-ups, and client communication.
Workflow Automation
Automate reminders, intake follow-ups, missed call replies, confirmations, and pipeline updates.
Client Communication Tools
Use email, SMS, forms, reminders, appointment confirmations, and follow-up systems.
Websites, Forms & Funnels
Access lead capture pages, client forms, application flows, websites, and funnel tools. Custom domains may be connected separately.
Training Academy & Partner Hub
Access onboarding resources, training materials, software guidance, office setup support, updates, and business tools through the MTP Partner Hub.
Financial Wellness Options
Offer year-round financial education, business readiness resources, and additional support opportunities beyond tax season.
Run your office from one system.
The CRM layer helps your office manage leads, bookings, conversations, forms, automations, and client activity without bouncing between ten different tools.
Lead Management
Track inquiries, applications, follow-ups, and office opportunities.
Appointments
Let prospects and clients book online with reminders and scheduling tools.
Automations
Send follow-ups, reminders, confirmations, onboarding messages, and review requests.
Funded return rebate opportunities.
Qualified ERO partners may earn additional revenue through funded return production incentives.
200 to 599 Returns
Earn $3 per funded return once qualifying thresholds are met.
600 to 999 Returns
Increase rebate earnings as funded return volume grows.
1000+ Returns
Top-producing offices may qualify for premium rebate payouts.
Customize your setup.
Add the options that match your brand, office structure, and client experience.
Branded CRM
Add your own branding to the CRM experience for a cleaner client workflow.
Co-Branded Software + CRM
Co-brand your software and CRM setup, including a customized branded URL.
Financial Wellness
Add year-round financial education, business readiness, and support opportunities.
Additional business tools.
Vacation Voucher Marketing
Eligible plans may include travel and vacation voucher marketing tools.
AuditPlus Opportunities
Offer additional value through AuditPlus-related products and services where available.
Support Center Access
Access support resources, setup guides, onboarding assistance, and documentation.
Choose your SB fee.
$99 SB Fee
Includes Financial Wellness participation and additional year-round service opportunities.
$50 SB Fee
Standard ERO setup without Financial Wellness participation.
Direct ERO vs. MTP ERO Program
| Feature | Direct ERO | MTP ERO Program |
|---|---|---|
| Tax Software Access | ✓ | ✓ |
| Basic Technical Support | ✓ | ✓ |
| Bank Products | ✓ | ✓ |
| CRM Tools | — | ✓ |
| Client Communication Tools | — | ✓ |
| Websites & Funnels | — | ✓ |
| Workflow Automation | — | ✓ |
| Training Academy & Partner Hub | — | ✓ |
| Rebate Opportunities | — | ✓ |
| Financial Wellness Opportunities | — | ✓ |
| Vacation Voucher Marketing | — | ✓ |
| AuditPlus Opportunities | — | ✓ |
More than software access.
MTP is built for tax offices that want tools, structure, client management, communication, and growth opportunities in one ecosystem.
Keep More Control
Choose the setup that fits your pricing, office structure, and client experience.
Operate Cleaner
Use systems for intake, appointments, conversations, follow-ups, and office workflow.
Grow Beyond Season
Add financial wellness, client communication, and additional year-round opportunities.
Ready to choose your setup?
Review your options, choose the program that fits your office, and begin your MTP ERO enrollment when you are ready.