ERO Bank & Software Setup
Complete the form below to get your bank & software connected. All fields marked with * are required.
Preferred Bank Of Choice *
Please Select
Refund Advantage
Santa Barbara
Republic Bank
Business / DBA Name
Tax ID / EIN
EFIN Holder Name *
SSN of EFIN Holder *
Date of Birth *
EFIN Number
PTIN Number *
Company Address
Mailing / Shipping Address (No PO Box)
Email *
Phone Office *
Phone Cell *
Fax Number
Business Type *
Please Select
Sole Proprietor
LLC
Partnership
Corporation
Software Type *
Please Select
TM SP Web
OLT PRO
Fee Summary & Add-Ons
Audit Protection
$10
$20
$30
Identity Theft Protection
$10
$20
$30
$40
Bank Information
Bank Name *
Account Type *
Please Select
Business Checking
Business Savings
Personal Checking
Personal Savings
Routing Number *
Account Number *
Application Summary
If we provided the EFIN, please upload your Driver’s License twice. Do not submit without uploading.
Upload Driver’s License *
Upload EFIN Summary *
Upload Direct Deposit Form *
Upload Company Logo
Submit Application
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