Essential Tax Software

Description

Cloud-Based Professional Tax Software for EROs & Independent Tax Preparers

Essential Tax Software by TIG Tax Pros is modern, cloud-based tax preparation software built for EROs and independent tax professionals who want a fast, secure, and streamlined way to prepare returns, e-file, and get paid. Delivered as Service Bureau SaaS, it gives you the software and operational foundation to run a professional tax office from your laptop, tablet, or phone — without enterprise-level complexity.

What’s Included

• Professional tax preparation software — cloud-based access to prepare and e-file returns
• ERO onboarding & configuration — structured setup so you can launch quickly
• Refund-based fee collection — fee collection and proceeds allocation tools so you get paid from funded refunds
• Compliance documentation support — built to help you operate with confidence
• Secure reporting dashboard — track returns, fees, and e-file status in real time
• Business development & marketing training — grow your client base season after season

Why Tax Pros Choose Essential

• Modern & mobile-ready — a clean, intuitive dashboard designed for today’s tax office
• Get paid from refunds — collect preparation fees through refund-based workflows
• Simple to start — guided onboarding takes you from setup to filing
• Service Bureau backed — software, compliance infrastructure, and support in one platform

Flexible Payment Options

Any deferred balance is contractually deducted from funded proceeds, where legally permissible and expressly authorized by the ERO.