Choosing Tax Software: Why Support Matters for EROs

Look beyond the software screen

An Electronic Return Originator should evaluate workflow, training resources, technical assistance, security and how the software supports their tax practice.

Know your responsibilities

Software does not replace preparer due diligence, safeguarding taxpayer information, verifying eligibility or complying with IRS e-file requirements.

Review the full business model

Compare licensing, bank product arrangements, support, return processing and any other applicable charges before selecting a provider. Confirm details in the current agreement.

ToMar Solutions approach

ToMar Solutions offers TaxWise-powered tax software with training and support for tax professionals who want to maintain control of their businesses. Specific pricing and program terms should be confirmed before enrollment.

Explore your options

Visit https://www.tmsolutionsllc.net/ or contact ToMar Solutions to discuss software and support.