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 *

Address *

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)

EFIN Summary Letter

PTIN Renewal

Identification

Last Years Bank Products Report (Funded Report)