EFIN & Authorization
EFIN 748335 active and in good standing IRS e-Services account verified PTIN P03215544 current for TY2025 IRS Publication 4557 — Data Security
Written Information Security Plan (WISP) in place AES-256 encryption on all client data Multi-factor authentication enabled Annual security training completedAction Required Incident response plan documented IRS Form 8633 — Application to Participate in IRS e-File
Form 8633 on file and current ERO designation confirmed GLBA Safeguards Rule
Designated information security officer assigned Risk assessment completed for TY2025Action Required Vendor/service provider agreements in place Safeguards program reviewed and updated MeF Transmission Requirements
Transmission rate ≥ 90% (current: 95.3%) Reject rate ≤ 5% (current: 4.7%) Acknowledgment files retained 3 years