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Status Potential for future consideration
Created by Guest
Created on Oct 3, 2024

Add Supporting Documents to New Bank Account Setup

I think it would be extremely beneficial to add the option to attach the signature cards and power of attorney to the new bank account setup as supporting documents. For compliance purposes, the team would be able to easily refer to the appropriate documents within AgilLink to confirm signers and account information agree. It will also assure the documents are easily obtained by the accountant without having to dig through another file. Extremely beneficial for clients without CRM or SharePoint files.

Thank you.

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