FOR EXISTING PARTNERS
The Right Resource.
Within Reach.
A simple starting point for your assigned onboarding, educational resources, and technical support.
Service Bureau Portal ↗
Access the external provider portal using your assigned account. Your agreement and role determine available access.
Opens ERO Software Support02 / PROVIDER RESOURCESERO Support ↗
Visit the provider’s support site for its available resources and account information.
Opens ERO Software Support03 / TECHNICAL HELPSubmit A Support Ticket ↗
ERO/EFIN partners use ERO Support. PTIN preparers start with their assigned Cima contact. Only authorized service-bureau representatives may use the service-bureau line or submit its tickets.
Opens the external ticket portalYOUR ONBOARDING CHECKLIST
Start Organized.
Stay Connected.
- Complete your agreement.
Review your role, fees, and responsibilities.
- Confirm your assigned contact.
Know who to ask about enrollment and account questions.
- Receive your access instructions.
Confirm your credentials through the approved process.
- Attend your assigned orientation.
Get the current schedule and community invitation from your account contact.
- Follow your personalized checklist.
Complete the tasks and training assigned to your role.
LET’S MOVE FORWARD
Need Help Finding Your Next Step?
Contact Cima for general onboarding questions. Follow the support route assigned to your role.
Your Onboarding Roadmap.
Review the steps ↗CIMA, DECODED
Big Words.
Plain Answers.
You don’t have to know the vocabulary to belong here. Tap a term for a quick explanation, then ask us how it applies to you.
Service bureau
A business relationship that may combine access to tax software with onboarding, training, and support for other tax offices. The exact services, fees, and responsibilities depend on the written agreement. It is not, by itself, an IRS professional credential.
Reseller
A business that offers another company’s software under an authorized sales arrangement. Ask who supplies the software, who provides support, and which fees or restrictions apply.
Onboarding
The steps that get you ready to begin: reviewing your agreement, completing required account information, receiving approved access, and learning the workflow. An inquiry alone does not enroll you.
ERO
Electronic Return Originator: an authorized IRS e-file provider that starts the electronic submission of a tax return. This describes an e-file role, not a promise of tax expertise. Read the IRS definition ↗
PTIN & EFIN
A PTIN identifies an individual paid tax return preparer. An EFIN identifies an approved IRS e-file provider. They serve different purposes; having a PTIN does not itself authorize an office to e-file. Compare them at the IRS ↗
Professional tax software
Tools used to prepare and manage tax returns. Available features, supported returns, licensing, training, and support vary by product and package. Ask for a demonstration and written terms for the specific offer.
A quick guide, not personalized tax advice. Program details are defined in your agreement.