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Full Name *

Email *

Phone *

How Many Years Have You Been in Business *

Brand New

1-5

6-10

10+

Are you an EFIN Holder? *

Yes

No

I need help applying

I applied, I am waiting

How Many Offices Do You Have? *

Home Office/Virtual

1

2

3

4

5+

What's Your Estimated Bank Product Volume? *

Not Offering Bank Products

Under 25

26-49

50 - 100

101 - 150

151 - 250

251 - 400

400 +

What's Your Current Software? *

Crosslink

Drake

ProSeries

TaxSlayer Pro

TaxWise

UTax.

Other

What's Your Current Bank? *

EPS

Refundo

Refund Advantage

River City

Santa Barbara TPG

Other

None, I dont Use bank Products

Im Brand new, I do not know what this is, HELP

I Would Like to Offer

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I would Like to Learn about the software

I Prefer An Agent To *

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