5 Ways TaxForce Pro Helps EROs Get More Clients in Tax Season

Tax season is competitive — every ERO is trying to stand out, attract more clients, and offer a professional experience that builds trust. At TaxForce Pro, we focus on giving EROs the tools, branding, and support they need to grow fast and operate like a true tax business CEO.

Here are five powerful ways TaxForce Pro helps EROs get more clients every tax season:

1. Professional Co-Branding That Builds Instant Credibility

Your software becomes your storefront. With TaxForce Pro’s co-branding setup, every ERO gets:

• Their own branded tax software

• Customized business name on the platform

• Professional image that increases client trust

This instantly elevates your brand and positions you as a serious tax professional.

2. Marketing Materials to Make Your Business Stand Out

We help you promote your business with:

• Ready-to-use flyers

• Social media templates

• Scripts and promotional messages

Client attraction campaigns
These tools help you reach more clients without spending hours designing or planning.

3. Training & Onboarding Support That Makes You More Confident

Our team guides you through:

• Software setup

• Enrollment

• Bank products

• Compliance

Office processes
A confident ERO is a selling point — clients trust professionals who know their craft and have strong support behind them.

4. Bank Product Programs That Attract More Clients

Clients love flexible payment options. With TaxForce Pro, EROs can offer:

• Refund advances

• Bank products

Easy-to-use refund disbursement options
These benefits help you close more clients — especially those without upfront fees.

5. Strategic Partner Support That Helps You Scale

You’re never doing it alone.
TaxForce Pro offers:

• One-on-one guidance

• Growth strategies

• Support from a seasoned leadership team

• Tools to help you build multiple offices or sub-locations

This allows you to transform from a solo preparer into a full tax business with multiple revenue channels.