Onboarding

Become a Member in order to view Onboarding Form: https://www.unitedefile.com/web/signup

Use this form to onboard your office and setup your software.

Write one or two paragraphs describing your product or services.

Your Name *

Selphie Photograph

Capture a selphie-styled photograph of yourself.

Your Email *

Phone Number *

SMS Opt-in:

SMS Opt-in: By checking this box I agree to receive SMS messages from United Efile LLC from 614-418-1818 and/or (380) 234-3869. Text STOP to unsubscribe from messages at any time and text HELP to be connected to our support team. By subscribing, you agree to get reminders, promotions, alerts, and/or company updates text messages from United Efile Solutions LLC. Message frequency may vary. We do not sell your data.

Company Name *

EFIN (Electronic Filer ID Number)

Federal Tax ID Number (EIN):

Copy of eServices Summary Page

PTIN/SIDN (Preparer Tax ID Number)

IRS eServices Application Tracking Number *

* Your IRS Tracking Number is issued by the IRS and must be obtained by logging into your IRS e-services account and viewing your application landing page.

Date of Birth *

SSN (Social Security Number) *

Primary Contact Full Name

This is the person who is the primary contact. If it is yourself place indicate.

Alternate Contact Full Name

This is the alternate contact. If that is you please indicate.

Street

City

State

Type the first few letters of your State.

Zip

Drivers License *

Name of Business Banking Institution? *

Bank Routing number# *

Bank Accounting Number# *

Do you want to offer bank products?

Yes, I would like to offer bank products.

No, I do not want to offer Bank Products

Tax Bank Of Choice

Santa Barbara Tax Products Group (SBTPG)

Refund Advantage

This is the bank that will deliver your prep fees to your bank account above.

SMS Opt-in

By checking this box I agree to receive SMS messages from United Efile LLC from 614-418-1818 and/or (380) 234-3869. Text STOP to unsubscribe from messages at any time and text HELP to be connected to our support team. By subscribing, you agree to get reminders, promotions, alerts, and/or company updates text messages from United Efile LLC. Message frequency may vary. We do not sell your data.

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