Let's Get Started
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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)

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".