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Today's date*
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Do you have an EFIN?*
What type of EFIN do you have?*
Will you be obtaining your own URL, or keeping ours?*
What is your desired level of customization?*
Do you have a dedicated IT team or web design team?*
Will you be offering bank products?*
Do you plan on utilizing the preparer review feature for DIY returns?*
In your end model, who provides support?*