joshharmeningcpa
Level 2
04-07-2020
03:20 AM
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It is so crucial we get the taxpayer's bank account verified correctly especially during these financially troubled times when our clients are relying on tax refunds and their upcoming economic impact payments. I have pleaded with ProSeries for years to provide us a simple bank verification form which would be a single document that allows us to get the client to verify and sign off on the correct routing/account number for purposes of receiving their refund. I have to manually create this which just is time lost unnecessarily.
Let me know what you think please.
Josh
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