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How to Give Accountable Numbers Access to Bank Accounts and Credit Card Websites
Here are a few suggestions to facilitate a seamless and rapid transfer of data from bank, credit card, and e-commerce platforms. Add Accountable Numbers as a user to your online banking portal. Depending on your bank, you may have the option to grant ...
Overview of the Client Portal
Video Tour of the Client Portal: The Dashboard: Announcements - this is where we share messages or notes with you. Upload Files - this is where you can upload any necessary documents, such as receipts for your transactions. Open Questions - this ...
How to Add a Receipt to a Transaction
Click on You have XX Transactions Questions or the Transaction Qs tab. Find the transaction and click Upload File. Drag and drop or select the file to upload. Click Submit.
What is CP-575?
The CP-575 is a notice from the Internal Revenue Service confirming that you have been granted an EIN (Employer Identification Number). The EIN is sometimes also referred to as FEIN, or Federal Employer Identification Number. The CP-575 letter ...
Email Template to Customers: Updated Remittance Address
Below is the email template that Accountable Numbers will send to your customers in the event that your remittance address changes. Email Subject: Important: New Remittance Address for [Your Company Name] Email Body: Dear Customer, Effective [insert ...