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Filling out ACH form?

dillon_toweydillon_towey Posts: 7

In the past, we always used DocuSign for our clients to sign our engagement letter and our ACH form. I have been able to begin using the E-Sign feature under engagements for the engagement letter. Any recommendations on best way to our clients the ACH form to fill out: account number, routing number, and bank info? Then return this easily and cleanly?



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