Run, Scale, and Secure Your Tax Office — All in One Platform

IRS-authorized, cloud-based tax preparation software built for EROs, virtual tax offices, and professional tax teams.

  • Secure e-file access • Multi-user management • Built for compliance and growth
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Become an ERO

WHY SJ CONNECT PRO

SJ Connect Pro is more than tax software — it’s a complete operating system for modern tax offices.

Built for scalability, security, and compliance, our platform empowers EROs and tax professionals to manage returns, teams, and clients efficiently from anywhere.

  • Designed specifically for ERO-led and multi-preparer offices
  • No software downloads or system maintenance required
  • Built-in compliance, due diligence, and audit tracking
  • Scales from solo preparers to full tax firms
  • Backed by year-round onboarding and professional support

ABOUT THE SOFTWARE

SJ Connect Pro is an IRS-authorized, cloud-based tax preparation platform designed for professional tax offices.
Prepare returns, manage clients, upload documents, and securely e-file from any device.
The system supports both in-office and fully virtual operations.

KEY FEATURES

  • Cloud-based access — no installation required
  • IRS-authorized e-file system
  • Real-time return and refund tracking
  • Secure document upload and storage•
  • Digital signatures and client approvals
  • Multi-user access with role-based permissions
  • Client portal for secure communication
  • Bank product integration
  • Built-in due diligence and compliance tools

WHO IS THIS SOFTWARE FOR?

  • EROs starting or expanding a tax office
  • Tax preparers working under an ERO
  • Virtual and mobile tax professionals
  • Firms managing multiple preparers or locations

BENEFITS FOR EROS

  • Add and manage unlimited preparers
  • Control user permissions and workflows
  • Track return status in real time
  • Operate virtual or in-office tax offices
  • Centralized compliance and audit tracking
  • Scalable platform for growing firms

BENEFITS FOR TAX PREPARERS

  • Easy-to-use professional interface
  • No software purchase required when working under an ERO
  • Mobile-friendly access from any device
  • Streamlined workflow for faster filing
  • Secure client document management

SECURITY & COMPLIANCE

  • IRS-authorized e-file platform
  • Encrypted data storage and transmission
  • Secure document uploads and client portals
  • Audit trails for return activity
  • Password-protected user access

TRAINING & SUPPORT

  • Software onboarding and setup assistance
  • Step-by-step video tutorials
  • Live support for EROs
  • Year-round technical assistance

HOW IT WORKS

  1. Request a Demo – See the platform in action and ask questions
  2. Enrollment & Setup – Create your ERO account and configure permissions
  3. Add Users – Activate preparers under your office
  4. Begin Filing – Prepare and securely e-file tax returns

FINANCING

Flexible financing options are available for qualified applicants. Financing availability subject to approval.

FAQ

No. Preparers may operate under an ERO’s EFIN or their own once approved.

Yes. The platform fully supports virtual and mobile tax offices.

Yes. Clients can securely upload documents, sign forms, and communicate through the portal.

No. Preparers working under an ERO do not need to purchase a license.

Yes. EROs can add unlimited preparers and manage permissions and access levels.

Ready to Get Started?

Request Demo
Become an ERO
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