READY TO BECOME A PARTNER?

After submitting software form, an agent will reach out with your software login and next steps to get signed up properly for all of the additional tools.

Full Name *

Organization *

EIN *

Business Phone for Software

Phone Number to Contact *

Email *

Social Security Number *

Master EFIN

PTIN *

Requested Username *

Requested Password *

How many clients do you process? *

Additional Service Bureau Fee Up to $50 (Rebate June 30th)

Direct Deposit Information

Routing Number
Routing Number Confirmation
Account Number
Account Number Confirmation

Company Logo(If you have one)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

EFIN Summary Letter

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

PTIN Renewal

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Last Years Bank Products Report (Funded Report)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

phone: +1 470-410-2975