EFIN SOFTWARE & BANK ENROLLMENT

Basic Information

First Name *

Last Name *

Company Name *

Phone *

Email *

Mailing Address

Address *

State *

City *

Postal code *

Country *

Physical Address of Office

No PO Boxes Allowed. If you are a virtual office, leave blank and go to the next step

Office City *

Office State *

Office Postal / Zip Code *

Office Address *

Shipping Address

No PO boxes allowed. This is where supplies may be shipped. If this is not applicable, leave blank and move to the next step

Shipping City *

Shipping State *

Shipping Zip Code *

Shipping Address *

EFIN Holder Information

Please verify all information is 100% accurate prior to submitting

PTIN Number *

EFIN Number. If You Have Multiple Numbers Please Separate Them By Comma. (Ex: 00000, 11111, 22222)

Business Formation Type

EFIN Owner's First Name *

EFIN Owner's Last Name *

EFIN Issued State *

EFIN Issued Street Address *

EFIN Issued City *

EFIN Issued Postal / Zip Code *

IRS TRACKING NUMBER (Found On Efile Summary Page) *

Owner Cell Phone Number *

Owner Email *

Owner Home Phone Number *

Owner Office Phone Number *

EFIN Owner's Date Of Birth *

What Was The Bank Used As The Bank Product Provider In The Prior Tax Season?

Create Your Software User Name:

DTS SP Username *

Submit Your Software Username name and Upload Your Id below.

Owner's State Photo ID *

Owner's State Photo ID (Back) *

Financial Information

Name of Financial Institution *

Type Of Account

Name On The Account *

Routing Number *

Account Number *

Primary Use Of Account *