💥 Welcome to KD Financials Software Enrollment Form

– Let’s Get You Officially Enrolled!

You’re this close to joining the squad. This enrollment packet is your first step to lock in your spot and unlock all the support we’ve got for you – including coaching and access to our private community.

🗓️ The coaching schedule will be posted in the private group, so keep an eye out.

📋 Fill this form out completely and accurately. This isn’t the time to play – we can only help you if we have the full picture.

💬 Need help? Don’t sit stuck. Reach out. We’re here to help!

Address

Street Address

City

State

Country

Postal code

SOFTWARE AGREEMENT

TERM. The term of this Agreement begins on the official start date of e-file services, which will commence on the date this Agreement is signed, and will end on September 31, 2026. Training, education, IRS registration, and compliance responsibilities will begin immediately upon signing. A new agreement must be reviewed and signed each tax season in order for the ERO/EFIN Holder to maintain access to the software and associated banking platforms.

SERVICES.
Service Bureau agrees to provide the ERO/EFIN Holder with the following:

(a) Access to the tax software selected by the ERO/EFIN Holder on the attached Service Agreement form.
(b) Transmission and processing services required to electronically file tax returns and offer “bank products” through Service Bureau’s electronic filing program. The ERO/EFIN Holder acknowledges that bank products are provided by participating banks under agreements with Service Bureau. Fees for bank products (“Bank Fees”) are determined by the participating banks.
(c) Unlimited support during both the preseason and tax season throughout the duration of this Agreement.
(d) Education and training on tax return preparation, basic tax law, and marketing strategies.

The ERO/EFIN Holder agrees and acknowledges that they have read and understood this Agreement and agree to comply with all stated terms.

This Agreement may not be modified or amended except through a written document signed by authorized representatives. This license and all terms and conditions herein shall be governed by the laws of the State of NORTH CAROLINA.

ERO AGREEMENTS/RESPONSIBILITIES

As an ERO, I will agree to and understand that I must:

remain ethical in preparing tax returns and that I am responsible for all returns that are prepared with my EFIN. Any fraud that is committed under this EFIN all agreements will be null in void and Service Bureau will not intervene nor be held liable for anything under your own EFIN.
protect taxpayer data that is submitted, used, and stored to prepare tax returns
keep any information learned through trainings, in emails, lectures, zooms, books and ebooks, brochures, and any other media both printed and digital confidential.
keep us up to date with current contact information at all times.
ensure to gather taxpayer data for compliance and upload it to the necessary portals as outlined by your software.
execute any invoices payable to the service bureau in a timely fashion

SERVICE BUREAU RESPONSIBILITIES

As a software provider, we will agree to and understand that we must:

ensure that all technical issues that may arise are handled in a timely fashion
have an open line of communication for EROs at all times
provide opportunities for training and continuing education relevant to current tax/IRS law
remain ethical and protect the brands in which we are in partnership with confidential if opted in
provide all payments that may be due to ERO in a timely fashion.

Confidentiality , Non-Disclosure Policy & Social Media Policy

Service Bureau is growing into a highly visible public company and a leader in the tax preparation industry. Because of this, the release and communication of information must be carefully coordinated and timed according to the needs of the organization.

As a partner, you may receive access to information, products, and services before they are released to the public. Therefore, any information shared in trainings, physical materials (like boxes), e-learning platforms, Zoom calls, or coaching sessions is considered confidential. Only the person directly partnered with Service Bureau may access and use these resources.

Service Bureau respects your right to express yourself as a partner, team member, or volunteer. However, what you say, write, or post publicly in connection with our brand is a direct reflection of our company and has the power to build—or harm—our reputation.

Any grievances, concerns, or complaints must be addressed directly and privately with Service Bureau. Public airing of disputes is strictly prohibited. Violation of this policy is non-negotiable and may result in immediate legal action, including fines of up to $20,000.

BANK PRODUCT ENROLLMENT

Audit Maintenance Pro (Base Fee $52.00--You can mark this up by $40)

Include Audit Protection, Tax Fraud Assistance, Tax Debit Relief Tax Credit Resolution and Legal Services at an affordable Price
Earn Additional Revenue with Mark-Up and Rebate Opportunities
Takes resolving unfunded credits and other tax issues off your shoulders, allowing you to serve more clients

DefendMyID (Base Fee $39.95--You Can Mark This Up By $50)

Protects your client from ID Theft and Help with Restoration
Earn Additional Revenue with Mark-Up and Rebate Opportunities
Reasonably Priced and No Upfront Cost for Your Client

These options are optional for any taxpayer and does not have to be added to any return unless client would like.

Bank Product Fees per Return:

$45 Service Bureau (over 200 returns bank product returns $0 SB FEE)
$45 Transmitter
$39.95 Refund Transfer Fee

MARKUPs ALLOWED:

up to $50 on Transmitter Fee (PAID OUT JUNE 2026 FOR RETURNS FUNDED BY APRIL 30)
Additional Document Preparation Fee (PAID OUT IN REAL TIME TO YOU FROM YOUR DESIRED BANK - NOTE: SBTPG CHARGES A FEE FOR THIS PLEASE BE SURE TO CHECK)

FUNDING RATIOS: ERO/EFIN HOLDERs are responsible for maintaining a satisfactory funding ratio for files submitted with bank products. The industry standard funding ratio is a minimum of 80%. Any ERO/EFIN HOLDERs with a funding ratio of below 80% may have their right to submit files with bank products rescinded by the bank in question. If the ERO/EFIN HOLDER is no longer permitted to use bank products through the bank originally set up with the software, they can apply to offer bank products through an alternate bank. The Service Bureau is not liable in the event this should happen.

The Service Bureau sometimes use our partner's names, images, business name and location (city and/or state), for the use of promotion, testimonials, and content on our social media pages, website, interviews, and other form of public media and printed media such as brochures, flyers, powerpoints, etc.

However, we will not publish your name, image, business name and location (city and/or state), and any given review or testimonial without your consent.

You may opt in or out, using the option below. If you opt in now and choose to opt out at a later date, you may do so by sending a written email to us

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

BANK NAME
ROUTING NUMBER
ACCOUNT NUMBER