Your path to your own EFIN.
Don't have an EFIN yet? We have options for you. And our team helps you complete your IRS e-file application, step by step, so you can get your own EFIN.
- Start with your PTIN
- Help with your IRS application
- Support in English & Spanish
No EFIN yet? You still have a way forward.
Every preparer's situation is different. That's why we start by listening, and then we show you the options that fit your case.
Review your options
On a call we review your situation and explain the options that may apply to you this season, always within IRS rules.
Get ready to work
Train with our software, resources and live classes, so you're ready to serve clients as soon as you can.
Apply for your own EFIN
We help you complete your IRS e-file application correctly, from start to finish.
Your EFIN is yours.
The IRS issues each EFIN to a specific firm, and it can't be shared, lent or transferred. That's why we don't lend EFINs: our goal is to help you get your own.
Your own EFIN, step by step.
The application is done with the IRS, in your name. We walk you through every step so nothing gets stuck.
IRS e-Services account
We help you create your account and verify your identity with the IRS.
e-file application
We complete your application with you: your business information and the Electronic Return Originator (ERO) option.
Fingerprints and review
If you're not a CPA, enrolled agent or attorney, you schedule fingerprints with the IRS vendor. Then the IRS does its suitability check.
Your EFIN, approved
The IRS sends your acceptance letter with your EFIN. We help you set it up in your software.
According to the IRS, approval can take up to 45 days after you submit the application. Approval is decided by the IRS.
You're not alone in the process.
The IRS application can feel confusing the first time. We've been through it many times and we guide you so you can do it right.
- Review your information firstWe check what you need before you start.
- Fill out the application correctlyFirm details, responsible officials and provider option.
- Schedule your fingerprintsWe explain how to book your appointment, if you need one.
- Follow up on your statusWe help you check how your application is going.
- Set up your EFINOnce approved, we help you connect it to your software.
Clear answers.
Do you lend or rent your EFIN?
No. An EFIN belongs to the firm the IRS issued it to and can't be shared, lent or transferred. We help you apply for your own EFIN.
What do I need to start?
A valid PTIN. Then, on a call, we review your situation and the options for you.
How long does the IRS take to approve an EFIN?
The IRS says it can take up to 45 days after you submit the application.
Do I need fingerprints?
Only if you're not a CPA, enrolled agent or attorney. The IRS uses an authorized vendor, and we explain how to schedule your appointment.
Can I work this season if I don't have an EFIN yet?
It depends on your situation. Book a call and we'll explain the options that may apply to you.
Ready to get your own EFIN?
Book a free call. We'll review your case and explain how we can help you, with no obligation.