
OU’VE GOT THE VOLUME. NOW LET’S BUILD THE INFRASTRUCTURE. 🔥
The ERO Pro + Team Partnership is designed for established tax professionals and tax business owners bringing an expected volume of 100+ returns for the upcoming season.
Whether you’re filing yourself or managing a team of preparers, this option gives approved partners access to the software and ERO infrastructure needed to support a higher-volume operation.
Your partnership includes:
✓ Professional tax software access
✓ ERO partnership access upon approval
✓ Multi-preparer/team setup
✓ Software setup & onboarding
✓ Software training/walkthrough
✓ Priority partner support
✓ Tax season resources
✓ Infrastructure designed for higher-volume operations
PARTNERSHIP SPLIT:
You Keep 80% | Bailey & Co. 20%
Minimum expected volume: 100 returns
This is for established preparers and teams who already have clientele and are ready to operate at a higher volume.
PLEASE NOTE: The 80/20 partnership is subject to approval and volume requirements. Required credentials, compliance documents, signed agreements, identity verification, and onboarding requirements must be completed before software/ERO access is activated. Final partnership terms and applicable fees will be outlined in your partnership agreement.