Fresh Start Financial Software Enrollment
EFIN Owner
General Information
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Email *
Prefix *
Principal Owner First Name *
Principal Owner Last Name
Social Security Number *
Date of Birth *
Date
Percent of Business Owned *
Contact Information
Office Phone *
Mobile Phone *
Receive SMS Updates *
Email Address *
Driver's License Information
ID Type *
ID Number *
ID Issue State *
ID Expiration *
Date
Address Information
This may not be a PO Box. 
Mailing Address *
Shipping Address *
Physical Address *
Zip Code *
City *
State *
Bank Setup Information
Direct Deposit 
Bank Account Name *
Account Type *
Routing Number *
Confirm Routing Number *
Account Number *
Confirm Account Number *
What is the bank account primarily used for? *
Office Setup Information
Tax ID
(EIN/SSN)
 *
Is your Tax ID an EIN? *
Office/Business Name *
Business Email Address *
Office EFIN *
PTIN Number *
IRS Tracking Number  *
Company Website
(leave blank if none)
Filing Experience
Years of Filing Experience *
Years at the current address *
Years doing bank products *
Years doing e-files *
Return Volume/Information
RT Volume Projection Next Year *
Total Number of Returns Last Year *
# of Principals in the office *
# of Office Staff *
Security Setup/Agreement
Please select a security question *
Please provide an answer to your selected security question.  *
Additional Information
Would you like to offer Card Disbursements? *
Does this EFIN wish to offer Pre-Ack Advances?  *
What is the usage of the location your office is in? *
What is the type of your organization?  *
What was the transmitter/software you used in prior Tax Season?  *
Would you like to offer Check Disbursements? *
Does this EFIN wish to offer Pre-Ack Advances? *
Office Location *
Is your EFIN shared in multiple locations? *
Address where Pathword should mail exception checks. *
Would you like to offer advances/loans? *
What is the type of your office? *
Which bank was the Bank Product Provider in the prior Tax Season?
Which Bank Product Provider would you like to work with this Tax Season?
Has a bank refused to renew your contract to offer any tax related bank products in the past 5 years? *
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