Client Information

Full Name

Phone *

Email *

Address

Street Address

City *

State *

Country *

Postal code *

Date of birth *

Tax ID/SSN *

Driver's License #

PTIN

Facebook Link

Are you a New Client

Select

ERO and Company Information:

(Only for applicant with EFIN)

Organization

EFIN *

EIN

Office Phone

City

State

Postal Code

Bank Product Enrollment

(only for applicant with EFIN)

What Bank Product do you prefer?

Type of Account

Bank Name

Bank Account Holder

Account #

Routing #

How much is the e-file fee for your clients?

Upload Documents

Proof of EFIN Volume/Other Documents

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

Driver's License Upload

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

Social Security Verification/W2 Upload

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

EFIN Summary (for EFIN Owners only)

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

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