New Client Implementation Form

EF Reseller - New Client Implementation Form

This form is for resellers of Efficient Forms (EF) software and services to submit new implementation setups in EHX on behalf of their clients. The requested information below is necessary for EF to enable and facilitate usage of EF's software and services.

Reseller Information:

Required fields are designated with an *

*Partner Name:

*Submitter Name:

*Submitter Email:

Client Information

Information requested in this section includes details regarding the client, product selection, and billing, all of which will enable EF to effectively support the reseller through out their client's lifecycle.

*Company Name:

*Primary Address:

*Product Selection:

Applicant Tracking System (ATS)

Work Opportunity Tax Credit (WOTC)

Onboarding / I-9

E-Verify

Affordable Care Act (ACA)

IAG Benefits

*Additional Notes for EF:

*Projected Go Live Date:

*Current Number of Physical Locations:

*Current Employee Count:

*Annual Number of New Hires:

Website:

*Brands (if Applicable):

*Main Contact Name:

*Main Contact Title:

*Main Contact Email:

*Main Contact Phone Number:

Please note, upon submission our Implementation Team will reach out to the submitter to request the location directory for the client and for any handbooks/policies the client has provided the partner with to be included in their onboarding packet.