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In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
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Option to partially mask bank information in Organizer
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Option to partially mask bank information in Organizer
Option to partially mask bank information in Organizer
Submitted by LQCMpls on 04-06-2023 05:40 PMRight now direct deposit bank information in organizers is either completely masked ("On FIle") or completely visible. It makes more sense to have an organizer option to be "partially masked" to show the bank name and and the last 2-3 digits of the account number. It is useless in the organizer when completely masked because it elicits no response from clients at all. And sending it out unmasked is not an option. If there can only be a binary choice for the organizer, we would suggest "Partially masked" and "Hidden"
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