Apply for the full MTP ERO Program.
This enrollment is for tax offices that want more than direct software access. The MTP ERO Program includes software, CRM tools, automations, onboarding support, training resources, rebates, and growth systems.
Looking for Direct ERO only? Use the Direct ERO enrollment page instead.
Built for offices ready to grow.
This is the supported MTP ERO path.
If you want software only, go Direct ERO. If you want software plus systems, CRM, onboarding, automation, resources, and support, this is the right enrollment.
Software + Bank Products
Access professional tax software with bank product options available.
CRM + Automations
Manage leads, clients, appointments, documents, forms, workflows, and follow-up in one place.
Training + Support
Access onboarding support, training resources, Partner Hub updates, and year-round support.
Submit your ERO details.
Complete the form with accurate business, software, banking, volume, and onboarding information. This helps us review your setup and send the correct next steps.
This form collects:
Important
Submitting this form does not guarantee software approval, bank product approval, EFIN approval, rebate qualification, or final program placement. MTP will review your submission and contact you with next steps.
Complete Enrollment
Direct ERO enrollment has its own form.
Direct ERO is for offices that mainly need tax software access with bank products available. The MTP ERO Program is for offices that want the full platform, CRM, automations, onboarding, and growth support.
Not sure which ERO path fits?
Review the ERO Options page before submitting, or contact MTP if you need help choosing the right setup.