Request
Request an Information Update or Change
Use this form to request an update or change to your information with TaxPrepBoss Software.
Submit an Update RequestTaxPrepBoss Software
ERO Resource Center
Your central place for software access, renewal tools, banking resources, ERO guidance, community updates, and direct support.
Live
Complete Your 2027 Renewal
Submit your annual software renewal, banking selections, fee options, agreement, and supporting documents.
Start Your Renewal
Login
OLT Software
Access your assigned OLT professional tax-preparation software account.
Open OLT
Login
TaxSlayer Software
Access your assigned TaxSlayer professional tax-preparation software account.
Open TaxSlayer
Interactive
Loan and Advance Guide
Compare ERO office funding, preparation-fee advances, taxpayer refund advances, and faster-disbursement options.
Explore Loan Options
Download
My Role as an ERO
Review your responsibilities for team oversight, return quality, taxpayer-data security, banking products, and filing-season operations.
Download ERO Guide
Program
Fees and Summer Rebates
Review the optional transmitter-fee tiers and the rebate available for each eligible funded client.
Support
Bank Product Center
Find support numbers, help centers, and professional portals for Santa Barbara TPG and Refund Advantage.
Optional
Custom Firm Branding
Add your tax firm's logo and colors to your software experience with the optional branding package.
Community
Community and Announcements
Access TaxPrepBoss updates and community conversations. You can also download GO KOLLAB and search for TAXPREPBOSS.
Open Community
Service
Request Team Training
Ms. B can provide Tax Basics training for your preparers for $50 per person. A roster with each preparer's name and email is required.
Request Team Training
Official
EFIN Resources
Access official IRS e-file provider services to apply for, view, or update your e-file application and EFIN information.
Open IRS EFIN Resources
Support
Contact Software Support
Reach out for assistance with software access, renewal questions, setup, fee selections, or general ERO support. Call 877-702-8772 or email the software support desk.
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Need software support?
Call 877-702-8772 or email TaxPrepBoss Software with your name, firm name, software platform, and a brief description of the issue. Do not email Social Security numbers, tax returns, banking details, or taxpayer documents.
This page contains general ERO resources and does not display private account information. Bank terms, fees, dates, and program details may change. Always review current agreements and disclosures.