Software registration form

Software Intake Form

Fill out the form carefully for registration
EFIN Holders Name

First NameMiddle NameLast Name
EFIN Holders Social Security Number
Birth Date

MonthDayYear
EFIN Holder's Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
EFIN SUMMARY

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Date that your busines was incorporated
Firm Name
As is on Efin Application
Firm EIN/Tax ID Number
Firm Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Firm Email
example@example.com
Firm Phone Number
Format: (000) 000-0000.
Name of Manager/Point of Contact
Manager/POC Phone Number
Format: (000) 000-0000.
Manager/POC email address
example@example.com
How many years of tax preparation experience do you have?
PTIN Number
My Products
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OLT Pro
Software & Efin Assistance

$49.99 Quantity



Taxslayer Pro
Software & Efin Assistance

$49.99 Quantity



Taxflyer Bundle
6 Canva editable tax flyers

$25.00 Quantity



1 on 1 Tax off start up mentorship
$399.00 Quantity



Software & 1 on 1 Mentorship
$499.00 Quantity



OLT for EFIN holders with 25+funded bank products
MUST PROVIDE EFIN SUMMARY AND STATS AS PROOF

Free Quantity



Taxslayer for EFIN holders with 25+funded bank products
MUST PROVIDE EFIN SUMMARY AND STATS AS PROOF

Free Quantity



Tax Prep Bootcamp

$150.00 Quantity



Total

$0.00
Bank Product of Choice
Business Bank Name
Name As Shown on Bank Account and/or Bank Statement
Business Bank Routing Number
Please double check information
Business Bank Account Number
Please double check information
Screenshot of Bank routing and account number

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Upload valid copy of ID or Driver's License

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Payment Methods

Fastlane Checkout

Choose from one of the PayPal options to make your payment.

Contact Info

Payment Info
Should be Empty:

Software Intake Form

My Products*

Payment Methods

My Products