ERO Portal provide Up-to date Fees Funding status to track all funding status of Tax Preparation Fees earned.
ERO Portal search tools - ERO able to run reports by PTIN or Taxpayer SSN to pull detailed excel export of the returns, which help Service Bureaus payout prep. fees as per their split agreement with preparers.
ERO Portal provide dashboard view of all returns Funded with status of your uploaded Scanned Documents to track which return is missing Due Diligence Documents in Scanned Document.
Questions regarding Software Packages?
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