The operating system behind your tax firm

Tax Notch Software launches EROs correctly, standardizes compliance, and protects the bureau — onboarding, mandatory agreements, fee schedules and audit trails in one controlled ecosystem.

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ERO onboarding, end to end

Every office follows the same gated path. Nothing is provisioned out of order.

1. Application & vetting

Submit EFIN, PTIN, ownership and volume details. Tax Notch HQ reviews suitability before anything is provisioned.

2. Legal & compliance stack

Sign the Master Service Bureau Agreement, NDA, Fee Disclosure, Data Security Addendum, Non-Circumvention and Liquidated Damages terms.

3. Compliance gate

No signatures, no login. Software access unlocks only after every required document is executed and HQ activates the office.

4. Fees & activation

HQ assigns a versioned fee schedule — transmitter, e-file and service bureau fees — then activates the ERO dashboard.

Control and clarity for HQ

HQ control dashboard

Applications awaiting decision, active and suspended offices, signed agreements and fee schedules in one view.

Append-only audit log

Every bureau and office action is recorded with actor, entity and before/after state for accountability.

Instant suspension

Risk thresholds or compliance failures let HQ revoke office software access immediately, with a documented reason.