How do I become an ERO and what's required?
You’ll need to apply for an EFIN through the IRS. We walk you through the process step-by-step.

What’s the difference between the ERO and PTIN?
EROs run the business backend (including e-filing); PTIN holders are individual preparers who work under the ERO.

Can I add my own fees to the software charges?
Yes. You can add custom fees like e-file or doc prep on top of the base backend fees.

How do payouts work and how often are they issued?
NE Business Hub is not responsible for any of your payouts during tax season as it is directly deposited into your account. If you add to the Transmission Fee, that is paid out in July from the bank and we will issue that payout to you. Any volume incentives is from Janto April is paid out in July.

What kind of support will I receive during tax season?
Email, chat, and priority support (if First Class), plus access to our private community and live Q&As.

Is the CRM required or can I use my own system?
The CRM is optional for Standard and included in First Class. If you have your own, you're welcome to use it.

How soon after payment do I get access to everything?
Within 3 to 5 business days—sometimes faster. You’ll receive a welcome email and next steps right away.

Can I upgrade from Standard Flight to First Class later?
Yes, upgrades are allowed. You’ll just pay the difference in price.

What’s the refund or cancellation policy?
Due to the digital nature of the program, all sales are final. However, we work with you to ensure satisfaction and support.

Where can I access training?

You will have access to your portal where you will be able to access all training and you will be able to attend live training (First class)

Can I switch software later in the season?

We don’t recommend it once you’ve started filing. Pick your platform during onboarding and we’ll help you lock it in for success.