Tax Season is here. If you have not setup your Bank Product enrollment, please take advantage of the resources below.
How do I setup Bank Products?
Please visit our enrollment site by logging into the Support Site and clicking “Quick Links> Bank Enrollment”
- Complete the Enrollment Agreement
- Complete Office Info
- Select your Providers and Complete Provider Info
- Send Applications
Once the bank approves your application, your status will be updated on the Support Site.
For a more detailed overview, check out the Knowledge Base Article:
For a more detailed overview, check out the Knowledge Base Article:
SUPPORT
If you have any questions, please contact customer support via any of these options:
- Chat with a live agent SFS TaxWise Chat (cch.com)
- Open a Support case at https://support.cch.com/
SALES
If you have not purchased or renewed TaxWise for Tax Year 2022, you can contact your Account Manager at 800-495-4626 to get setup for the 2022 season.
