Starter: Software and Bank Application

Software and Bank Application

Application - Refund Advantage OR Santa Barbara TPG
Confirm Software
Preferred Bank Of Choice
Business Information
Name of Business /DBA Name *
Tax ID/EIN put all numbers including zeros*
EFIN Number*
PTIN Number*
EFIN Holder's Information
Name of EFIN Holder *

First NameLast Name
Social Security of EFIN Holder*
Date of Birth *
mm/dd/yyyy
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Shipping Address (Can not be a PO Box)*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Fax Number
Please enter a valid phone number.
Phone Number Office *
Please enter a valid phone number.
Phone Number Personal/Cell*
Please enter a valid phone number.
Business Type *
How much would you like to add on for a Document Prep Fee?
CANNOT EXCEED $150- This money goes to you
IF YOUR BANK ADJUSTS THEIR FEES BEFORE TAX SEASON YOU WILL RECEIVE AN EMAIL NOTIFICATION
YOUR BANK INFORMATION
NAME OF BANK*
ACCOUNT TYPE*
NAME ON ACCOUNT*
ROUTING NUMBER *
ACCOUNT NUMBER *
DOCUMENTS PENDING CHECK LIST
DRIVERS LICENSE OR STATE ID (NOT EXPIRED)*

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EFIN APPLICATION SUMMARY PAGE (MUST SHOW ACTIVE EFIN)*

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Company Logo

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DIRECT DEPOSIT FORM

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Please list all email addresses that will need access to the PTIN Academy (separate each email address with a semicolon ; ). Please note only the ERO/EFIN holder will have access to the EFIN Academy.
TAXSAVVY PRO SOFTWARE AGREEMENT

This Agreement is to be enforced starting the date signed between TaxSavvy Pro Software LLC, hereinafter called TaxSavvy Pro, and the purchaser, hereinafter called the "Contractee" for Current Tax Season ending December 31, 2025.

ARTICLE I. SCOPE OF THE AGREEMENT

TaxSavvy Pro shall furnish and perform all the services shown and/or described in the specifications entitled Article III. The Contractee shall furnish and perform all the agreement requirements as described in the specifications entitled Article II.

ARTICLE II. CONTRACTEE AGREEMENT

The Contractee Agrees to:

· Will complete all software training provided.

· Agree to fees as listed.

· Understands they must have their own data security plan in place.

· The Contractee is advised to have and be always covered by their choice of business insurance to cover all expenses that may, or may not, occur from preparing tax returns for clients.

· The Contractee must complete the intake form and complete payment for their software to be issued.

· The Contractee agrees to use bank products for at least 80% of their clients.

· The Contractee agrees to use the means of contact provided by TaxSavvy Pro for all service and IT issues/ concerns.

ARTICLE III. SOFTWARE AGREEMENT

TaxSavvy Pro Agrees:

· Provide Tax Preparation software to Contractee along with providing technical software support before, during, and after-tax season, between, but not limited to, regular or extended tax season operating hours from starting date until October 15th 2025 unless the Contractee renews contract with TaxSavvy Pro the following year.

· Guarantee Contractee identical software pricing agreement for the following tax season

years if Contractee renews agreement before December 1st of each year after tax season.

· Provide access to the TaxSavvy Pro Software EFIN and PTIN Academy.

ARTICLE IV. COSTS & PAYMENTS

· The Contractee is required to pay for the package that they have selected.

· The Contractee agrees to the pay the upfront set up fee for their package.

· The Contractee agrees to the bank fees, transmission fees, service bureau fees, document prep fees (your own fee), and any applicable software fees for use of bank products in favor of TaxSavvy Pro.

ARTICLE V. No Refunds

The contractee agrees that no refund will be provided and all sales are final.

DISCLOSURE STATEMENT: By signing this form you are consenting to this agreement and that all ERO DOCUMENT PREP Fees were chosen by you and you understand when the payouts of the add-on will be paid and that all fees will be sent via direct deposit to the bank account you have chosen on file. You also understand that all add on payouts will also require a W-4 form and you the ERO will be issued a 1099-NEC for tax filing purpose. Once fees are embedded in the software they CAN NOT be changed until the next tax season.
Signature*

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Software and Bank Application

Business Information

EFIN Holder's Information

YOUR BANK INFORMATION