Tax Preparer Enrollment Form

$0 Enrollment Qualification

To receive the $0 enrollment offer, you must agree to all of the following:
To receive the $0 enrollment offer, you must agree to all of the following:
Do you agree to meet ALL requirements above to qualify for $0 enrollment?

Welcome to Partners Tech

Partners Tech Tax Preparer Enrollment Application
Thank you for choosing Partners Tech. We are excited to help you grow your tax business. Please complete this enrollment application to begin your onboarding process.

This application will collect the information needed to set up your account, provide software access, and prepare your onboarding experience.

Personal Information

Please provide your personal contact information. This information will be used for your account set up, communication, and onboarding.
Name

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

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Tax Information

Please provide your current tax preparation experiance and personal information. This helps us determine the support and resources needed for your onboarding.
Do you currently have a PTIN?
PTIN Number
Need you need assistance to obtain a PTIN?
Years preparing taxes
What type of returns do you primarly prepare?
Approximately how many tax returns do you expect to prepare each tax season?
What tax software are your currenlty using? EX: Taxslayer Pro, Drake, Crosslink, Etc. - if none, skip)
Do you currently work with a Service Bureau or ERO? (EX: Company Name or "None")

Document Uploads

Please upload the require documents below. These documents are needed to complete your enrollment and verify information
Government Issued ID or Driver's License

Cancelof
PTIN Documentation Confirmation (If applicable)

Cancelof

Package Details- Tax Preparer Membership
$0 UPFRONT ENROLLMENT FOR QUALIFIED TAX PREPARERS
Partners Tech is currently waiving the standard $250 onboarding fee for qualified Tax Preparers who complete all required onboarding, training, agreements, and program requirements.

Your Package Inlcudes:
- Software Setup
- Account Oboarding
- PTIN Assistance
- Software Training
- Software Support
- Partners Tech Mobile App
- Weekly Training
- Private Community
- Resource Library
- Ongoing Business Education
Partners Tech Fees

Service Bureau Fee: $50
Transmission Fee: $30

Software Provider Fee

TaxSlayer Technology Fee: currently $18

Bank Product Fees

Separate bank fees may apply when a taxpayer chooses a bank product.
Those fees are established by the participating bank/provider and are reviewed during onboarding.
I understand that Partners Tech fees are separate from applicable TaxSlayer technology fees and third-party bank-product fees. I will receive a complete fee breakdown during onboarding before filing begins.

Enrollment Agreement

Please review and acknowledge the following statements before continuing
Please confirm the following:

Electronic Signature

By signing below, I acknowledge that I have reviewed and agree to the Partnerws Tech enrollment terms
Applicant Signature
Printed Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate

Congratulations!

Your application has been successfully submitted. Our onboarding team will review your application and contact your with your next steps.
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$0 Enrollment Qualification