Gold is for established EROs filing volume, managing a team, and ready to take their tax practice to a whole new level with advanced tools, multi-seat software, and expert growth strategy.
Gold is designed for tax professionals at a specific stage of their career. If this description fits you, this is your tier.
Multiple seasons of filing experience and ready to grow beyond solo prep. Gold gives you the tools, team software, and strategy to operate at a higher level.
Ready to bring on staff or sub-preparers? Gold includes multi-seat software so your team can file from one platform without additional per-seat fees.
Filing 200, 500, or 1,000+ returns per season? Gold is built for your volume with priority support, advanced bank products, and Tax Academy access.
Gold partners access both platforms across multiple user seats, letting you build a filing team, scale your volume, and run your office with the infrastructure of a serious tax business.
Gold partners access both platforms across multiple user seats, letting you build a filing team, scale your volume, and run your office with the infrastructure of a serious tax business.
Every tool, resource, and support system in Gold tier — built for exactly where you are in your tax career right now.
All Silver features fully included. Gold builds on that foundation with advanced tools, multi-seat capacity, and priority-level support all season.
Add staff or sub-preparers under your practice. TaxSlayer Pro and OLT Pro seats available so your team files together without scaling your fees.
No return caps, no bottlenecks. Infrastructure built for EROs filing serious volume all season long across your entire client base.
Priority access to all banking partner products through Refund Advantage, Republic Bank, and Santa Barbara TPG for your full client roster.
Full access to the Simply Royal Tax Academy for you and your team. Compliance training, IRS updates, and professional development all year.
Skip the standard queue. Gold partners get priority access for software issues, IRS correspondence, compliance questions, and more.
Beyond templates. Advanced client acquisition strategy, referral systems, and local marketing frameworks proven to grow ERO client volume.
Melanie shares ERO-specific strategies for managing volume, building a filing team, and growing your tax practice the right way.
Onboarding is fast, structured, and guided at every step.
Complete enrollment at the $497 launch price. Welcome email arrives within minutes.
E-sign your partner agreement digitally. Covers your tier terms, obligations, and 2026/2027 season details.
Your personalized onboarding covers software setup, compliance, and your full season game plan.
You are live. File returns, serve clients, and build the tax practice you have been working toward.
When you are ready to take the next step, upgrading is seamless.
Diamond gives you everything you need to grow to the next level of your tax career.
Gold is for experienced EROs with multiple filing seasons who are ready to scale volume, build a team, and operate a professional, growing tax office.
Gold includes team software access for multiple preparers under your ERO. Seat count is confirmed at enrollment based on your team size.
Multi-seat team software, high-volume capacity, Tax Academy access, priority support, and advanced marketing and growth strategy resources.
Yes. Gold partners get full Tax Academy access for compliance training, IRS update courses, and professional development for you and your team.
Yes. Gold includes priority banking partner access so you can offer RAL and RAC products to your entire client base through all three partners.
Yes. Diamond is for tax office owners building a full service bureau. Upgrading from Gold is straightforward when you are ready.
Join the Simply Royal family for the 2026/2027 tax season. Built for experienced EROs ready to dominate. Backed by 16 years of real tax industry expertise.