What's included

Everything Inside THE ERO LEGACY SUITE™

Seven modules covering the full arc of a tax practice: entering the industry, running it on professional software, documenting how the work gets done, acquiring and keeping clients, holding a compliance standard, automating routine work, and expanding beyond filing season.

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The technology component

The LWG Software Platform

A professional, cloud-based tax-software foundation included with the suite. It supports efficient preparation and filing, supported banking products, technical assistance, and a more paperless office so your practice runs on one organized system.

Brand Name Software Package

Access a recognized professional tax-software package for your practice.

Unlimited E-Files

Prepare and electronically file returns without per-return e-file limits imposed by the software package, subject to applicable laws, regulations, program rules, and product terms.

Software Tech Support

Receive technical assistance for software-related questions and troubleshooting.

Banking Partner Integrations

Connect with available banking partners and supported tax-refund financial-product options.

Paperless Office

Support digital document handling, streamlined workflows, and a more organized client experience.

Cloud-Based Software

Access the software securely online from supported devices and locations with an internet connection.

LWG Software Platform dashboard showing return pipeline, client records and e-file status

Software access, unlimited e-filing, technical support, banking integrations, and related features are governed by the software provider's terms, applicable tax-industry regulations, eligibility requirements, and banking-partner approval. “Unlimited E-Files” refers to the software package's e-filing allowance and does not override legal, regulatory, compliance, or provider restrictions.

The modules

Seven Modules, In Working Order

Module 01

Start Your ERO Legacy

The entry point for anyone building a tax practice from the ground up, organized in the order the work actually happens.

Instead of collecting scattered advice about how to become an Electronic Return Originator, you move through the foundational requirements in sequence: identifiers, applications, business setup, and the compliance posture your practice is expected to maintain from day one.

Included

EFIN application guidance
PTIN application guidance
Tax-business startup guidance
Business and operational setup considerations
Compliance foundations

Module 02

LWG Software Platform

The technology foundation of the practice: professional, cloud-based tax software with support and banking integrations.

Your filing operation runs on software, so the suite includes access to the LWG Software Platform rather than leaving you to assemble a technology stack alone. The platform is built to support efficient preparation, supported banking products, and a more paperless office.

Included

Brand Name Software Package
Unlimited E-Files
Software Tech Support
Banking Partner Integrations
Paperless Office
Cloud-Based Software

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Module 03

Documented Business Systems

The written structure that lets the practice run on procedure instead of memory and improvisation.

This is where a tax office stops depending entirely on the owner. Procedures, policies, agreements, and intake processes are documented so work can be delegated, trained, reviewed, and repeated season after season.

Included

Standard operating procedures
Company policies
Preparer agreements
Hiring documents
Client intake forms
Referral forms
Client document-collection processes
Workflow and CRM guidance
Team-accountability guidance

Module 04

Client Acquisition and Retention

Repeatable ways to bring clients in and bring them back, rather than hoping last year's clients return.

Client growth becomes a documented system with scripts, campaigns, and outreach calendars you can hand to a team member. The emphasis is on reactivating the clients you already earned and building consistent visibility before the season begins.

Included

Prior-year client reactivation strategies
Appointment-booking call scripts
Social-media strategy
Facebook-group marketing
Facebook and Instagram advertising guidance
Call-campaign strategies
Birthday email and text campaigns
Referral-incentive strategies

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Module 05

Compliance and Quality

The standards, documentation habits, and review practices behind an audit-ready office.

Quality is treated as an operating standard, not a scramble. You work through compliance training, documentation practices, and organized client-file guidance so your office can demonstrate how its work was performed.

Included

Tax-practice compliance training
Audit-ready documentation practices
The Wells Method™ Schedule C Reconstruction resources
Organized client-file and workflow guidance

Module 06

AI and Automation

Practical, strategic use of AI and automation inside a tax practice — applied to real workflows.

AI is positioned as an operational tool. You get prompt-engineering resources and prompt-library guidance built for tax-practice contexts, plus automation and CRM guidance so routine communication and follow-up stop consuming your day.

Included

AI prompt-engineering resources
Tax-practice prompt-library guidance
Business workflow automation
CRM process guidance
Client communication systems

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Module 07

Scale and Expand

The growth layer: additional revenue models, team structure, and year-round business development.

Once the practice is organized, expansion becomes a decision rather than a gamble. This module covers the Service Bureau model, complementary service integration, team systems, and how to keep the business producing outside of filing season.

Included

Service Bureau model training
Credit-repair service integration guidance
Additional revenue strategies
Team systems
Year-round business-development strategies

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