TAX SOFTWARE REGISTRATION
$199 software enrollment | Intake and onboarding
APPLICANT INFORMATION
Full legal name *
*
First Name
Last Name
Email address *
*
example@example.com
Phone number *
*
Format: (000) 000-0000.
Business name *
*
Business address (city, state, ZIP) *
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred contact method: Email / Phone / Text
TAX PROFESSIONAL BACKGROUND
Current role: New preparer / PTIN holder / ERO / Service bureau
Do you currently have a PTIN? Yes / No / In process
Do you currently have an EFIN? Yes / No / In process
How many years of tax preparation experience?
Estimated number of returns this upcoming season?
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TAX SOFTWARE REGISTRATION
$199 software enrollment | Intake and onboarding
Do you need initial setup or software migration assistance?
SOFTWARE SETUP AND SUPPORT
Business email to associate with software *
*
example@example.com
Preferred onboarding date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
What training or support do you need?
Any questions or additional information?
ORDER AND AUTHORIZATION
Software enrollment price: $199
I have read and agree to the software terms and refund policy: Yes / No *
*
Electronic signature (type full name) *
*
Date *
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
2
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