SECURE ACCESS POINT

Account Hub

rosstaxsoftwareprowebft.com/accounthub

Your secure gateway to the Ross Tax Pro Software ecosystem. Access your client portal, admin dashboard, or staff login — all protected by IRS-compliant security standards.

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CLIENTS

Client Portal

Secure Document Hub

Access your tax documents, upload W-2s, track return status, view refund estimates, and communicate with your preparer — all in one secure portal.

Upload Documents (W-2, 1099, etc.)
Track Return Status in Real-Time
View Refund Estimates
Secure Messaging with Preparer
Download Tax Documents
E-Sign Forms (8879, 8878)
Access Client Portal
ADMIN

Admin Dashboard

ERO Command Center

Full administrative access to the tax software suite — manage returns, clients, staff, compliance, e-filing, bank products, and all IRS systems.

E-File Center & MeF Engine
Client CRM & Returns Management
Staff Management & Payroll
Compliance Center & Audit Logs
Bank Products & Refund Allocation
Solomon Engine & 1040 Wizard
Access Admin Dashboard
Requires staff authentication
STAFF

Staff Login

Tax Preparer Access

Secure staff authentication portal for tax preparers, office managers, and authorized personnel. IRS-compliant login with 2FA enforcement.

IRS-Compliant Authentication
Two-Factor Authentication (2FA)
Role-Based Access Control
Session Timeout (15 min)
Audit Trail Logging
PTIN Verification
Access Staff Login
IRS-COMPLIANT SECURITY

Enterprise-Grade Protection

Every access point is protected by multiple layers of IRS-compliant security controls.

AES-256 Encryption

All data encrypted at rest and in transit using military-grade AES-256 encryption.

Two-Factor Auth (2FA)

Mandatory 2FA for all staff accounts. TOTP and SMS verification supported.

SOC 2 Type II

Compliant with SOC 2 security standards. Annual third-party audits.

GLBA Safeguards

Full compliance with Gramm-Leach-Bliley Act for financial data protection.

IRS Pub. 4557

Written Information Security Plan (WISP) enforced per IRS Publication 4557.

WISP Enforced

Comprehensive Written Information Security Plan with annual review cycle.

Need Help?
(512) 489-6749
Compatible with Desktop, iOS & Android|rosstaxsoftwareprowebft.com