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Below are a simple steps indicators to become part of our extended family.

Owner Information

Owner Details
Efin Owner / Owner Are the Same

Firstname: *

Lastname: *

Email address: *

Mail address: *

Suite/Apt:

Zip Code: *

City: *

State: *

Country: *

Identification Details

Social Security: *

Date Of Birth: *

Select Identification: *

Identification Number: *

Expiration Date: *

Credential Details

NEWSLETTER

UPDATES

NOTIFICATIONS

Username: *

Password: *

Confirm Password: *

Select Question: *

Secret Answer: *

Efin Details

Firstname: *

Lastname: *

Email address: *

Mail address: *

Suite/Apt:

Zip Code: *

State: *

City: *

Country: *

Identification Details

Social Security: *

Date Of Birth: *

Select Identification: *

Identification Number: *

Expiration Date: *

Office Information

Office Details

E.F.I.N Number: *

E.I.N Number: *

Institution Name: *

Mail address: *

Suite/Apt: *

Zip Code: *

State: *

City: *

Country: *

Office Number: *

Office Fax:

Other Contact Number:

Organization Kind: *

Office Location: *

Office Preferred Package: *

Primary Contact Details

FirstName: *

LastName: *

Email Address: *

Phone Number: *

Mobile Number: *

Office Title: *

Business Registration Details

Years Efiling: *

Years RT(s) Experience: *

Years Business Registered: *

Payment Details

Settlement Details

Add-On Fees: *

E.R.O. PTIN (Preparer Id): *

Ownership Percentage: *

Bank Information Warning
This account is where all your fees & add-on will be deposit, this is not the bank account you utilize to process bank products tax solutions make sure you enter the routing number where your Business or Personal account is based ex: Chase, WellsFargo Bank Of America, etc... If you made a mistake on the account you will have to login into your customer dashboard to make any changes, on the account and allow 24-48 hours for the change and if there's any fees pending for deposit, the transfer could take up to 10 Business Day after the account update.

Routing Number: *

Bank Name: *

Account's Holder: *

Account Number: *

Confirm Account Number: *

Software Information

Software Details

Prior Refund Transfer Volume: *

Prior Refund Transfer Funded: *

Refund Tranfer Projection: *

Prior Refund Transfer Processor: *

Preferred Refund Transfer Processor: *

Prior Tax Software Processor: *

Preferred Tax Software Processor: *

Review Application

JADEE Application Review & Signature

Make sure all the details are correct, you will also receive an emailed copy.

JADEE Contract - PrePopulated

JADEE Form - PrePopulated

Quick Overview

We recommended to read each of this documentation, also print a copy for your records, due to our regulations we may ask your office for this documents to make sure all of the fees, and statements are the same in our system at the end of the season.

By checking this box 'I Agree' to accept all terms and conditions expressed in each pdf/contract file. If you want read them before any further commitment, please check the document links on the top of this paragraph.

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Owner Information

Office Information

Payment Details

Software Information

Review Application

Agreement Approval Signature

Registration Complete

WELCOME

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PAYMENT AMOUNT

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