Company Name

Is the business name same as last year?

Company Structure

Company Setup

Employer Identification Number

Company Contact

Company Phone Number

Company Address

oIs this the mailing address?

Owners Name

Owners Phone

Owners Address

Office Manager
This information will be used to create your master login for your software

Do you have an EFIN

What is your EFIN

EFIN Registered Name

EFIN Registered Address

Upload your EFIN Certificate

Will you offer Refund Settlement Bank Products

Upload Bank Performance

Bank Fee Deposit Account

What type of account will your fees be deposited?