This article will show you how to enroll your Service Bureau with the Banks
You can also refer to the Training Walkthrough here: Mighty Networks: Proweb - Enrolling With Service Banks
👉 Go to “My Account”
👉 Click on Bank Product Information
You should already have a Green check mark on Santa Barbara, as we enroll you with them by default. As a Service Bureau, you want to enroll in every bank.
Begin Application
Bank Info:
Additional Information:
Service Bureau Fees:
For the service bureau fees, you can leave it as default. This is not for filing returns, this is just a reporting ID for the bank
EFIN Owner:
Principal Owner:
Office Staff:
Lock and Submit Application:
Once you click on Lock and Submit Application, a prompt will pop up asking you to confirm
