What is ERO PORTAL ?
ERO Database & Enrollment
Year End: Intensives & Rebates
Tax Prep.Fees Funding Status
ERO Portal allow ERO Offices view all signed Agreement and Real time status of Enrollment.
Tax Prep.Fees Funding Status
Year End: Intensives & Rebates
Tax Prep.Fees Funding Status
ERO Portal provide Real-time Fees Funding status to track all Tax Preparation Fees earned.
Year End: Intensives & Rebates
Year End: Intensives & Rebates
Year End: Intensives & Rebates
Allow ERO Offices view all Intensives and Rebates, Funding Ratio on year-end.
Search by PTIN/Taxpayer SSN
Preparer Credentials Request
Year End: Intensives & Rebates
ERO able to run reports by PTIN #, which help Service Bureaus payout prep. fees as per their split agreement with affiliated offices/preparers.
Preparer Credentials Request
Preparer Credentials Request
Preparer Credentials Request
ERO Portal allow ERO Offices submit request for unlimited additional Preparer credentials.
Status of Scanned Documents
Preparer Credentials Request
Preparer Credentials Request
Dashboard view of Funded returns along with status of uploaded Scanned Documents to track which returns have Missing/Inaccurate Due Diligence Documents IN SD.
