The LegacyPro ERO Filing System is designed for EFIN holders who need professional tax preparation software and filing infrastructure without requiring automation or marketing systems.

This solution provides the essential tools required to prepare, manage, and electronically file tax returns while operating within the LegacyPro service bureau environment.

It is ideal for tax professionals who want reliable filing capabilities and a structured platform to operate their tax office.

Investment $997 One Time Setup

Package Includes

• Professional tax preparation software • Secure IRS e file transmission • Bank product compatibility • Return management dashboard • Client return tracking tools • Software onboarding training • Technical support for software related issues

Optional Add On

Partners may choose to add the LegacyPro CRM platform for $30 per month. The CRM system provides tools for client management, communication, automation, and operational organization.

The CRM is optional and not required to operate within the LegacyPro Filing System.

Who This Is For

This package is intended for EFIN holders who want a professional filing system that allows them to prepare and file tax returns while maintaining full control of their tax office operations and preparation fees.

Important Note

The LegacyPro Filing System focuses strictly on tax preparation and filing functionality. Automation systems, CRM tools, and marketing infrastructure are not included unless the optional CRM add on is selected.

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