How do I check the status of my client's bank product?

Article ID: 33284  

Question
How do I check the status of my client's bank product?

Answer

OLT PRO tax preparers can follow the progress of a bank product for their clients by clicking on the Bank Tab and choosing Bank Products from the drop-down option. Within this section you can search for your client by using the search boxes within this page.

Please call your bank directly if you need specific information regarding a clients bank product.


Article Details
Views: 902 Created on: Jun 15, 2013