Stop Only Preparing Returns. Start Building the Backend.
Join the Elevation Tax Pro Software 3-Day Challenge and learn how high-volume EROs can position themselves to use tax software, understand backend revenue, and prepare to create more income beyond tax prep.
The 3-Day Software Revenue Challenge
A live challenge for EROs who want to understand software, backend strategy, pricing, banking products, and the next level of tax business ownership.
You’re Doing the Volume… But Are You Building the Business?
A lot of EROs are filing hundreds of returns but still depending on someone else’s software setup, someone else’s backend fee structure, and someone else’s rules. That may work for a season, but it is not how you build ownership.
You’re Leaving Money Behind
If you have volume but no software strategy, you may be missing opportunities to create revenue from backend fees, packages, support, and future ERO relationships.
You Need More Than Access
Having software is one thing. Knowing how to price it, position it, support it, and build a real offer around it is what changes the game.
You Need the Backend View
The people making real money in this industry understand what happens behind the software login. This challenge gives you that bigger picture.
This Challenge Is Built for Serious EROs Who Are Ready for the Next Level
This is not a beginner “how to do taxes” class. This is for tax professionals who already understand the season, already have or want volume, and are ready to learn how software can become part of their growth strategy.
High-Volume EROs
You are already filing returns, serving clients, and carrying the weight of tax season. Now it is time to understand how to make the backend work for you.
EROs Ready for Software
You want to stop depending on random software setups and learn what it looks like to operate with more control, clarity, and strategy.
Tax Pros Thinking Bigger
You know tax prep alone is not the ceiling. You want to explore how software, systems, and support can create another layer of income.
Inside the Challenge, You’ll Get the Tools — Not Just the Talk
Each night includes a focused training, a workbook activity, and practical tools to help you think through your next move as an ERO ready to step into software.
Challenge Workbook
A guided workbook to help you map your current ERO position, your software goals, your revenue opportunities, and your next-step action plan.
Revenue Mapping Tool
Start seeing how software, backend fees, banking products, renewals, and ERO support can connect to a larger revenue model.
Software Readiness Checklist
Identify what you need before stepping into software access or a service bureau package, so you do not build from confusion.
The 3-Day Challenge Breakdown
Three nights. Clear strategy. Real activities. A direct look at what it takes to stop thinking like a preparer only and start thinking like an owner.
7 PM EST
Software Ownership: What High-Volume EROs Need to Understand First
We’ll break down what it really means to move from simply using software to understanding software as part of your business model.
- The difference between being an ERO, software customer, reseller, and service bureau
- Why volume gives you leverage when you understand the backend
- Common mistakes EROs make when choosing software or service bureau relationships
- How to know if you are ready to step into a bigger software opportunity
7 PM EST
The Money: Backend Fees, Banking Products, Pricing & Profit
This is where we talk about the money side most people do not explain clearly. You’ll learn how backend structure impacts profitability and client experience.
- How backend fees work and why they matter
- Where EROs often lose profit without realizing it
- How banking products can impact your offer and operations
- How to think through pricing before stepping into software or SB packages
7 PM EST
The Elevation Plan: How to Move From ERO to Software-Based Growth
We’ll close by helping you identify your best next step — whether that is upgrading your software setup, positioning yourself for a service bureau package, or building the systems needed to support growth.
- How to prepare for a service bureau opportunity
- What systems and support need to be in place
- How to avoid attracting the wrong people if you decide to grow beyond your own office
- Your 30-day action plan after the challenge
This Is the Conversation Most High-Volume EROs Needed Before Tax Season.
Because having clients is not the same thing as having structure. Having volume is not the same thing as having ownership. And having software access is not the same thing as knowing how to build revenue from the backend.
This challenge is designed to help you see the bigger picture before you make your next software move.
If You’ve Been Saying “I Need My Own Software,” This Is Where You Start.
Before you buy a package, join another platform, or try to build something bigger, you need to understand the model. This challenge helps you make a smarter decision, ask better questions, and see how Elevation Tax Pro Software can support your next level.
- You want more control over your software setup.
- You want to understand backend fees and profit potential.
- You want to explore software as a real revenue stream.
- You may eventually want a service bureau package, but need clarity first.
Why Elevation Tax Pro Software?
Elevation Tax Pro Software was built for tax professionals who want software, structure, training, and real business conversations — not just a login and a good luck message.
Software With Strategy
We help tax professionals understand how software fits into their revenue model, operations, and long-term growth plan.
Backend Transparency
We believe EROs should understand fees, pricing, banking products, and the numbers behind the business.
Real Training & Support
Our goal is to help serious tax pros stop operating from confusion and start building with structure.
Build Your Service Bureau the Right Way
Learn how to structure your software, understand backend fees, onboard preparers, and start building like a real service bureau — not just a busy tax preparer.
✅ Learn how service bureaus actually make money
✅ Understand backend fees and software structure
✅ Build your preparer onboarding plan
✅ See if mentorship or SB partnership is your next move
Spots are limited. Don’t wait until tax season to figure this out.
Who this is for:
EROs who want to grow beyond filing returns one by one.
Tax pros thinking about becoming a service bureau.
Preparers who need software, systems, and structure before scaling.
Register for the 3-Day SB Challenge
Fill out the form below and we’ll send your challenge details by email. If service bureau is the goal, this is your next move.
Frequently Asked Questions
Here’s what you need to know before joining the challenge.
Who is this challenge for?
This challenge is for high-volume EROs, tax professionals, and serious preparers who want to understand how software can become part of their growth strategy. It is not designed for current service bureau owners. It is for EROs who may want to step into software ownership or eventually invest in a service bureau package.
Is this only for people already selling software?
No. You do not need to already be selling software. This challenge is for EROs who want to understand the opportunity before making their next move.
What time does the challenge start?
The challenge runs June 1st, June 2nd, and June 3rd at 7 PM EST.
Will there be activities?
Yes. Each night includes a workbook activity and practical tool to help you evaluate your software readiness, revenue opportunities, and next steps.
Do I need tax software to attend?
No. You do not need software to attend. However, if you are serious about becoming a stronger ERO or stepping into a software-based growth model, software will be part of the conversation.
Is this a tax preparation class?
No. This is not a basic tax prep class. This challenge focuses on software strategy, backend revenue, service bureau readiness, pricing, fees, and business structure for EROs.
Will you be offering software or service bureau packages after the challenge?
Yes. After the challenge, qualified EROs will have the opportunity to learn more about Elevation Tax Pro Software options and service bureau packages.
Will there be a replay?
Replays may be available for a limited time, but you will get the most value by attending live so you can complete the activities and understand the next steps clearly.
What will I walk away with?
You will walk away with a clearer understanding of software revenue, backend fees, banking products, service bureau readiness, and your personal 30-day action plan.
Save Your Seat for the 3-Day SB Challenge
Fill out the form below and we’ll send your challenge details by email. If service bureau is the goal, this is your next move.
Register for the 3-Day Challenge
Fill out the form below to save your free seat. Your challenge details will be sent straight to your email.
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