5 Questions
What is the most common practice when granting bank account access to accountants?
Granting 'View Only' access
What is the significance of looking at bank statements for accountants?
Gathering accurate information on expenses, income, and cash flow
What is essential for a long-lasting relationship with an accountant?
Trust and transparency
What does granting 'View Only' access allow accountants to do?
See statements and check images
What oath do the CPAs mentioned in the text take seriously?
Honor data privacy
Learn how to grant your accountant "view only" access to your bank account for seamless financial management. Understand the importance of trust and control when sharing financial information with your accountant.
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