2024/2025 Tax Dragon Professional Network Onboarding

Client Information

Full Name *

Phone *

Email *

Address *

Date of birth

TAX ID/SSN# *

Driver's License #

PTIN

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Are you a New Client?

ERO and Company Information:

(Only for applicant with EFIN)

Organization

EFIN

EIN

Office Phone

City

State

Country

Country

Postal code

Bank Product Enrollment

(only for applicant with EFIN)

What Bank Product do you Prefer?

Type of Account:

Type of Account:..

Bank Name:

Bank Account Holder

Account #

Routing #

Upload Documents

EFIN Summary (for EFIN Owners only)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Driver's License *

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SOCIAL SECURITY VERIFICATION/W2

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PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

***PROOF OF EFIN VOLUME/OTHER DOCUMENTS

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PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF