Service Bureau Training

Office Setup

This section will guide you through the process of setting up an ERO on your Software.  Follow along with the videos step by step as we guide you through the entire process from creating a location in account hub, completing bank enrollment all the way to software setup with logins for your EROs.

Adding A Location in Account Hub 

Location Bank Enrollment in Account Hub

Create An Office Location In The Software

Connecting EFIN to The Tax Office Location

Value Added Setup For Your Clients

Creating Login Credentials For Your Clients

Reports, Logins & Mobile Apps

Creating Mobile Apps

Running Reports

Adding Additional Logins

Running Reports