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Banking Information for Clients
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branchop
Level 2
07-07-2023
09:09 AM
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Allow the clients to put in banking information in the returns directly. It is already rife for error having to put it in multiple times for each jurisdiction. I like being able to offer my clients this service, but I want to take the liability of keying it in wrong off of me.
Worst case - allow it to be seen in the DocuSign so they can review it.
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