In order to be prepared and ready for the 2023 Tax Season, this is a reminder to refresh Partner Verification to confirm your banking enrollment information (Partner, Product, and Fees) is correct in the TaxWise Desktop and TaxWise Online Applications.
TaxWise Desktop - Steps for Partner Verification:
1 -- Log in as Admin in Taxwise Desktop
2 -- Select ‘Tools > Utilities/Setup Assistant’
3 -- From the Utility window select ‘Setup > Setup Assistant’
4 -- Select ‘Partner Verification’
5 -- Select the ‘Refresh Data’ button
6 -- Confirm partner verification:
Once Partner Verification is refreshed, the page will show current updated Partner Verification data with your bank partner’s information. Please verify and confirm all fees and product selections are correct in the TaxWise desktop application.
TaxWise Online -- Steps for Partner Verification
1 -- In the upper left, Select the ‘Loggedin User>Settings’
2 -- Select ‘Partner Verification’
3 -- Confirm Partner Verification data under ‘Settlement Solutions’
If you have any questions, please contact customer support via any of these options:
- Chat at SFS TaxWise Chat (cch.com)
- Open a Support case at https://support.cch.com/
- Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.
- Phone at 866-641-9473.
