• ERO Accelerator Enrollment Application

    Congratulations on choosing the Partners Tech ERO Accelerator Program.This premium program is designed for tax professionals who want more than software. We’ll help you build, automate, and scale your tax business with technology, marketing, AI, and business systems. This application allows us to gather the information needed to begin your onboarding. Please have your PTIN, EFIN information (if applicable), business information, and required documents ready before you begin.

  • Personal Information

    Please provide your personal contact information.
  • Format: (000) 000-0000.

  • Business Information

    Please provide your business information so we can configure your software, CRM, and onboarding systems.
  • Format: (000) 000-0000.

  • Tax Professional Information

    This information helps us determine your current status and what assistance you may need.
  • Do you currently have an active PTIN*
  • Need PTIN Assitance?*
  • Do you currently have an EFIN?*
  • Need EFIN Assistance?*

  • Banking Information

  • Type of Account

  • Business Growth Set Up

    This information helps us prepare your CRM, marketing system, and automation setup
  • Do you currently have a CRM?*
  • Do you currently have a business website?*
  • Do you currently use online appointment scheduling?*
  • Do you currently use email marketing?*
  • Do you currently use SMS marketing?*

  • Required Documents

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  • Package Details- ERO Accelerator Membership

  • $0 UPFRONT ENROLLMENT FOR QUALIFIED EROs
    Partners Tech is currently waiving the standard ERO onboarding fee for qualified applicants who complete all required onboarding, training, agreements, and program requirements.

    Monthly CRM & Automation Access
    Starting at $50/month

    Your Membership Includes:

    • Complete ERO Onboarding
    • Software Setup
    • EFIN Assistance
    • Refundo Enrollment Assistance
    • Software Support
    • Weekly Coaching
    • Private Community
    • Marketing Resources
    • AI Training
    • Custom Branded Mobile App
    • Go High Level CRM Setup
    • Lead Pipeline
    • Appointment Calender
    • Email Autoomation 
    • Marketing Funnel
    • AI Workflow Setup
    • Priority Support

     

    Partners Tech Fees

    Service Bureau Fee: $50
    Transmission Fee: $30


    Software Provider Fee

    TaxSlayer Technology Fee: currently $18


    Bank Product Fees

    Separate bank fees may apply when a taxpayer chooses a bank product.
    Those fees are established by the participating bank/provider and are reviewed during onboarding.

  • Policies & Agreements

  • Please acknowledge the following before continuing:*

  • Electronic Signature

    5:44 PM (0 minutes ago)By signing below, I certify that the information provided is true and accurate. I agree to the Partners Tech ERO Accelerator enrollment terms and authorize Partners Tech to begin my onboarding upon acceptance.
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
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