bank verification docusign

[alisonbrown]

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. 

[IRonMaN]

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.

[alisonbrown]

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