
YOU BRING THE CLIENTS. WE’LL HELP WITH THE BACK END. 💻
You don’t have to put your tax business on hold simply because you don’t currently have your own EFIN.
The Bailey & Co. ERO Partner Program gives approved tax preparers access to the software, onboarding, training, and ERO infrastructure needed to prepare returns under our partnership structure.
Your partnership includes:
âś“ Professional tax software access
âś“ ERO partnership access upon approval
âś“ Software setup & onboarding
âś“ Software training/walkthrough
âś“ Tax season support
âś“ Resources to help you prepare for filing season
âś“ Opportunity to grow into a higher-volume partnership
PARTNERSHIP SPLIT:
You Keep 60% | Bailey & Co. 40%
This option is best for developing or lower-volume preparers who do not currently have their own EFIN and want the support of an established ERO structure.
PLEASE NOTE: Enrollment is available to approved partners only. Required credentials, compliance documents, signed agreements, identity verification, and onboarding requirements must be completed before software/ERO access is activated. Revenue split terms and applicable fees will be outlined in your partnership agreement.