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alisonbrown
Level 2
May 11, 2026
New

bank verification docusign

Related products:ProSeries
  • May 11, 2026
  • 2 replies
  • 0 views

along with the 8879s there should be a docusign for bank account verification . Especially since paper refund checks are going away. We should have the client verify the bank accountinformation entered is correct. 

2 replies

IRonMaN
IRonMaN
Level 15
May 11, 2026

We had a client that was out of state when his return was completed this year.  He provided his bank information over the phone which was read back to him while he was on the phone, so life should be good.  Mailed him the return and he called when he received the return with one question - "where did you get the banking information from?"  You can't fix stupid and you can't have clients verify information that they will never look at.

Slava Ukraini!
    A
    alisonbrownAuthor
    Level 2
    May 11, 2026

    hahaha so true, but hoping it will be an added reminder for them to review it

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