Include bank account verification with
Organizer

If you're using the client
Organizer
to verify bank account information, clear the
Mask bank account numbers with asterisks
checkbox in the
Setup
,
1040
,
Organizer
tab.
Bank account information is verified within the following sections:
  • Classic Client Organizer
    package:
    Deposit & Electronic Funds Withdrawal
  • Lite Client Organizer
    package:
    Lite-6 Bank & ID Authentication
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