Service Bureau Partner Enrollment Application

Service Bureau Partner Enrollment Application

Congratulations on taking the next step toward building your own Service Bureau with Partners Tech. This enrollment application helps us gather the information needed to set up your Service Bureau, verify your credentials, and prepare your onboarding experience. Our goal is to equip you with the tools, training, and support needed to build and grow your own ERO network. Please have your PTIN, EFIN information (if applicable), business information, and required documents ready before you begin.

Business Information

Tell us about your tax business so we can prepare your software and account correctly.
Business Name
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Email
example@example.com
Business EIN (Enter your Employer Identification Number issued by the IRS)
Business Website (if applicable)

Tax Professional Information

This information helps us determine your current status and what assistance you may need.
Do you currently have an active PTIN
PTIN Number
Need PTIN Assitance?
Do you currently have an EFIN?
Need EFIN Assistance?
Current Service Bureau (EX: Refundo, Santa Barbara, etc. or None)
EFIN
Current Tax Software
Years Preparing Taxes
Estimated Returns

Service Bureau Information

Please answer the following questions so we can understand your current business and prepare your onboarding experiance.
Do you currently operate a Service Bureau?
Current Number of EROs
Expected Number of EROs within the next 12 month
Estimated Annual Tax Return Production
What are your goals for becoming a Service Bureau? (EX: Build own ERO network, increase revenue, etc.)
What type of support do you expect from Partners Tech? (EX: training, business coaching, etc.)

Required Documents

Please upload clear copies of the following documents.
Governement Issued ID

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PTIN Documention

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EFIN Acceptance Letter

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Business Documents (Articles of Organization, EIN Letter, Business Registration)

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Electronic Signature

6:15 PM (0 minutes ago)By signing below, I certify that the information provided is complete and accurate. I agree to the Partners Tech Service Bureau Partner enrollment terms and authorize Partners Tech to begin my onboarding upon acceptance.
Signature
Printed Name
Date

MonthDayYear
Date
Should be Empty:

Personal Information