

Bank Information
I certify that the information provided on this application is truthful and accurate. I understand that providing false and misleading information will be the basis for the rejection of my application.
Includes PDF only intake forms, pricing guide, IRS compliance checklist, due diligence documents, start-up checklist, SOPs
Bonus: Package of marketing materials
$400 setup (first month), then $77/month. Includes custom intake forms, lead tracking appointment calendar and automated workflows designed for tax professionals.