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:
  • Client organizer pages:
    Deposit & Electronic Funds Withdrawal
  • Lite client organizer pages:
    Lite-6 Bank & ID Authentication

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