Tax season is right around the corner and with it comes Bank Product applications!
Please note that the following article is for Taxwise ONLY. While some of this information may be true for other e-filing softwares, this article is focusing on applying for Bank Products as a Taxwise user.
Here's what you'll need:
Your EFIN
Your Client ID
Your Username
Your Password
Go to https://enrollments.cchsfs.com/User/Login.aspx?ReturnUrl=https%3A%2F%2Fenrollments.cchsfs.com%2F and here you'll be able to log into the bank enrollment page.
Note: If it autofills or you need to troubleshoot it, open it in Incognito mode! The tutorial will be set in Incognito mode to demonstrate the full process.
Log in with your credentials. If you forgot your password, click on "forgot password"
From there, you'll be able to log in. You may see a 2-Factor page:
An email will be sent to the email on file with Taxwise.
Fill in the verification code
If you see this page, you can click on "Back to Login" and then try to log back in. If the issue persists, you can simply type in https://enrollments.cchsfs.com/enroll/YOURCLIENTID
For example, if my client ID is 123456, I would log into https://enrollments.cchsfs.com/enroll/123456
For additional trouble shooting, you can type in a random user ID, then type your user ID back in. Resetting your password is NOT recommended in order to troubleshoot unless you don't remember it.
When successful, you'll be taken to this page:
click on Continue to Enrollment.
This part will ask you to review your common information, such as address, contact, EFIN, etc.
Once you're done doing that, click on "Save All and Continue"
At this stage you'll be able to see all of your providers and choose which bank products you'd like to apply for. Taxwise supports the following:
SBTPG
Republic
3Fund
Refund Advantage
EPS
From here you'll start your application
Fill out the applications step-by-step until you send out the applications. You'll be receiving an email if and when your bank product is accepted!