Let's Get Started

Let's Get This Started!

We're so excited to have you here and on this journey! Let's get started with the first step of getting access to your partner portal and software. You will need about 30 minutes and the following:

Unexpired Government Issued ID or Driver's License
EFIN Summary Sheet (PDF or Screenshot) Be sure it shows the EFIN Tracking Number
PTIN Number
Direct Deposit Information for Fees
Branding for Your Business (Logo)

Primary Email*

First Name*

Last Name*

Preparer PTIN Number

Primary Phone

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Please select the option that applies to you