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Articles in this section

• Web Portal - Switching Bank Selections

• Web Portal - Bank Application Status

• Web Portal - Creating Access Level Sets

• Web Portal - Assigning an Access Level to a User Account

• Web Portal - Modifying an Existing Billing Schedule on CrossLink 1040

• Web Portal - Assigning a Billing Schedule to an Office

Web Portal - Switching Bank Selections

10 months ago

Updated

Switching bank selection may be determined by what time of the year it is or if you have/have not begun transmitting tax returns.

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🖐  Note: If you have begun transmitting returns and wish to change banks, a Bank Change Form must be completed and signed by the account owner.  You will also need to provide a copy of your photo ID.

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