Check account balances and transaction history in real time. View details of operative, deposit, and loan accounts. Access statement information and manage transactions remotely. Securely perform banking activities without visiting a branch.
The app provides enterprise file share and sync for corporate files. It connects to various storage solutions and offers features like file upload, secure sharing, and PDF annotation.
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
