Home
About Us
Our Services
The Software
Marketing Services
PTIN/EFIN Assistance
Cash Advances
Mobile App
Customer Support
Audit Protection
Bank Products
Our Packages
All Inclusive Software Package
Partnership Package
Tax Dragon University
Tax Dragon Plus (CRM)
Contact Us
Blog
Home
About Us
Services
The Software
Marketing Services
PTIN/EFIN Assistance
Cash Advances
Mobile App
Customer Support
Audit Protection
Bank Products
Products
All Inclusive Software Package
Partnership Package
Tax Dragon University
Tax Dragon Plus
Contact Us
Client Information
Full Name
*
Phone
*
Email
*
Address
*
Date of birth
TAX ID/SSN#
*
Driver's License #
PTIN
Facebook Link
Are you a New Client?
ERO and Company Information:
(Only for applicant with EFIN)
Organization
EFIN
*
EIN
Office Phone
City
State
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 #
How much is the e-file fee for your clients?
*
Upload Documents
EFIN Summary (for EFIN Owners only)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Driver's License
*
Upload Here
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Upload a Selfie with Your ID
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )
Please take a clear selfie while holding your government-issued ID next to your face. Make sure both your face and ID are clearly visible.
SOCIAL SECURITY VERIFICATION/W2
Upload Here
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
***PROOF OF EFIN VOLUME/OTHER DOCUMENTS
Upload Here
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
Submit
|
MENU
Home
Services
About Us
Contact
| Client Links
Client Login
Training Videos
Get EFIN
Get or Renew PTIN
Where is my Refund?
IRS Forms
| Packages
All Inclusive Software Package
Partnership Opportunities
Copyright 2026 Tax Dragon Pros LLC.
Terms
&
Policies
.