Stop Losing Assets Under Management to the IRS.
The only white-glove EIN procurement API designed for Wealth Managers, SDIRA Custodians, and Solo 401(k) Providers. We handle the paperwork, the phone queues, and the "Reference 101" errors so you can fund accounts faster.
IRS Error 109
"Reference 101"
"Client dropped off..."
EIN Assigned
Trust Established
"Fee Collected"
Your Onboarding Flow Has a Leak.
You’ve built a seamless digital platform, but the moment you send your client to the IRS website to get an EIN, you lose control.
The "Reference 101" Trap
20% of online applications fail due to name conflicts, requiring a manual fax and a 4-week wait. Your client churns.
The December Cliff
The IRS shuts down their online portal for 3 weeks every year-end. Your Q4 closings stall.
The Responsible Party Risk
Users mistakenly enter your firm’s info instead of their own, creating liability nightmares for you.
We Are the "Easy Button" for Entity Establishment.
NathEIN is not just a form-filler. We are an Authorized Third-Party Designee service wrapped in a modern API.
Technical Insight
Our system continuously monitors IRS API latency. When the "Classic 101" error spikes, we automatically route difficult applications to our manual processing queue without your user ever knowing there was an issue.
Hybrid Execution
If the IRS API works, we use it. If it throws an error, our US-based staff manually faxes the SS-4 and calls the IRS agent.
Trust & Estate Logic
We know the difference between a "Trust" and an "Employer Plan." No more incorrect tax classifications.
Status Webhooks
Don't leave your users guessing. We push status updates (Received, Processing, Approved) directly to your dashboard.
Secure Vault
SSNs and PII are encrypted at rest and never shared beyond the IRS submission.
The Plan
Three simple steps to automate your entity formation process.
Integration
Embed our simple data collection form into your onboarding flow. White-label ready, it blends perfectly with your UI.
Delegation
We digitally capture the Third-Party Designee signature during intake. We become the formal point of contact for the IRS, insulating you from the bureaucratic noise.
Delivery
Once approved, we deliver the CP-575 confirmation letter (PDF) and the EIN data struct directly to your secure folder via API callback.
Built by Experts in Tax Compliance
"Navigating IRS outages, 'Reference 101' errors, and the daily 1-EIN-per-SSN limit is our full-time job. Don't let compliance drag down your conversion rates."
Simple, Transparent Pricing.
Pass the cost to your client, or absorb it as a cost of acquisition (CAC) to speed up funding.
Pay-Per-Fill
Ideal for low volume or getting started.
- Instant EIN Generation (when available)
- Manual Fax/Call Fallback Included
- CP-575 PDF Delivery
- Basic Dashboard Access
Enterprise Partnership
Volume discounts for >50 filings/month.
- Volume Discounts Available
- SLA Guarantees & Priority Queue
- Dedicated Account Manager
- White-Label Options
The Cost of Inaction.
Don't let IRS friction destroy your user experience.
Without NathEIN
- Stalled applications
- Confused support tickets
- "Not In Good Order" (NIGO) paperwork
- Lost Revenue (AUM)
With NathEIN
- One-click onboarding
- Verified EINs
- Immediate account funding
- Higher NPS scores