Support Ticket Request
1. Personal Information
First Name
*
Last Name
*
Phone
*
Email
*
Business Name
*
Select Partner Level
*
Social Security Number
*
PTIN
*
What is your EFIN?
*
Support Ticket Request
2. Issue Information
Issues that need to be resolved
EFIN Update
PTIN update
Complete bank product
Address Change
Update bank account
Additional Software licenses
Mobile App
Update phone number
Need software credentials
Update business Name
Error message in software
Update email
Request new licenses
Inactive partner
Assign roles
Update Doc Prep Fee
Update Transmitter Fee
Update Service Bureau Fee
Request S Corp/Business software
Need Service Bureau Account Setup form
Support Ticket Request
What is your updated EFIN?
*
Support Ticket Request
Address
Street Address
City
State
Country
Enter your country
Postal Code
Support Ticket Request
What is the current issue you're facing with the mobile app?
Support Ticket Request
What is the updated business name?
Support Ticket Request
What is your updated PTIN?
Support Ticket Request
Bank Product Information
Business Type
Verification Type
Preferred Bank
Bank Name
Bank Account Number
Bank Routing Number
Mother's Maiden Name
Support Ticket Request
Bank Account Information
What is the name of your bank?
Bank Routing Number:
Bank Account Number:
Could you please provide a list of updates required for your bank?
Support Ticket Request
How many additional software licenses do you need?
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What is your updated phone number?
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Please provide details about the software credentials needed:
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Please list the issue you're having with your software?
Support Ticket Request
What is your updated email?
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How many software licenses do you need?
Support Ticket Request
Add partner name & reason:
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List the roles that you want assigned:
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Updated Doc Prep Fee amount
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Updated Transmitter Fee amount
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Updated Service Bureau Fee amount
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Please provide your EFIN with details as needed:
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Please provide details about what credentials you need
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Please provide details for your service bureau account setup
Support Ticket Request
3. Partner Identity Verification
ID Type — State or Driver
ID Number
ID issue state
ID expiration
Upload ID
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