ERO Software

Join the KD Financials Team – Built for EROs, Backed by Experience

Exclusively for EROs, the KD Financials Service Bureau is designed to support and scale your tax business with real tools, hands-on coaching, and unmatched back-end value. Whether you’re just getting started or looking to strengthen your operation, we’re here to help you build a firm that runs efficiently and profitably.

What You Get When You Partner with Us:

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• Unlimited Returns

• Unlimited Preparers

• Unlimited E-Signatures

• Mobile App Access for you and your clients

Support That Pours Back Into Your Business

• Justifiable back-end fees that reinvest into your success—so your growth is always supported, not hindered.

• Ongoing coaching and strategy sessions to help you build and scale your tax firm.

• Team training available—invite your preparers to my team, and I’ll help coach and guide them too.

Exclusive Community Access

When you purchase your software through KD Financials, you gain access to our private support community, which includes:

• Weekly check-ins and accountability calls

• My personal schedule posted regularly so you can book time or attend live Q&As

• Downloadable checklists, templates, and business tools to keep your operations clean and compliant

Business Organization Assistance

Need help getting your back office in order? I’ve got you covered. From EIN applications to due diligence tracking, we provide the resources and step-by-step guidance you need to operate like a pro.

KD Financials has been in the tax industry since 2011, and now I’m opening the door for EROs who want more than just software.

Get the tools, mentorship, and support system your tax business deserves.

Ready to level up?

Contact us today to join the KD Financials Service Bureau and take control of your tax season like never before.