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Swadesblynx
Level 2
January 26, 2024
Discussion ongoing

Bank Account Verification Form

Related products:ProSeries
  • January 26, 2024
  • 1 reply
  • 4 views

Please add a Bank Account Verification Form to Proseries; this will eliminate issues when a client gives the wrong account number. Other tax software, already has this as a form for clients to fill out.

1 reply

Level 7
January 29, 2024

Thanks for the idea to add a Bank Account Verification Form to Proseries to prevent issues if customer provides wrong account number. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >>  ProSeries Idea Exchange


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