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Company name
*
Street address
*
City
*
State/Region
*
Postal code
*
EIN #
*
Primary Contact
*
Title
*
Email
*
Phone number
*
Training Contact email
IT Admin Name
*
IT Admin Email
*
IT Admin Phone
*
Azure Tenant ID
We only require the Tenant ID of Azure Active Directory instance for setup.
Log into https://aad.portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/Overview using an
admin account. (This will be the same admin account you may use for https://admin.microsoft.com/.) You will see a Tenant
ID on the right. Copy and paste it here.
Google Accounts: Halcyon will create the accounts for you and share details. You do not need to provide a tenant ID.
Expected Monthly Order Volume (#)
*
Total Number of Users
*
Permission to send notification email to borrower if they have an IRS account letting them know authorization is pending. Please provide your logo
Logo
Agree to whitelist our email domain to ensure users are notified when transcripts are ready to view.
User Information
Upload Excel spreadsheet of users
First and Last name, email and Role ie Admin, Operations, LO
Submit