The Bureau by D.O.E. – ERO Partner Intake Form

The Bureau by D.O.E. – ERO Partner Intake Form

Thank you for your interest in partnering with The Bureau by D.O.E. This intake form is designed for active EROs and EFIN holders seeking tax software access, business growth resources, and additional service opportunities. Please complete all applicable sections. A team member will review your information and contact you regarding next steps.
Business Information
Full Name

First NameLast Name
Business Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Website
Social Media Pages
EFIN & Tax Business Information
EFIN Number
Years in Business
Number of Returns Prepared Last Season
Current Tax Software
Current Bank Product Provider
Number of Preparers on Your Team
Business Growth & Service Interests
Please select all services you are interested in learning more about:
SmartWiz AI Tools
Refund Advantage Bank Products
Credit Repair Partnership Program
DOE Business Management Platform (Powered by SuiteDash)
Includes CRM, Client Portal, Appointment Scheduling, Secure Document Collection, Electronic Signatures, Invoicing, and Workflow Automation.
Marketing Materials & Custom Flyers
Vacation Incentive Voucher Program
Bookkeeping Services
Payroll Services
PTIN Recruitment Support
Tax Training Resources
Business Goals
What are your goals for the upcoming tax season?
What additional services would you like to offer your clients?
What are your top three business growth goals for the next 12 months?
Uploads
EFIN Acceptance Letter

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W-9

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Business Logo

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Professional Headshot

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The Bureau by D.O.E. – ERO Partner Intake Form

Business Information

EFIN & Tax Business Information

Business Growth & Service Interests

Business Goals

Uploads