Keep a look out for a new form coming soon to Alpha Legal, the Bank Account Details form.
If you regularly ask your clients for their bank details so that you can transfer funds, then this will be a great form to use. It's secure too - providing a safe alternative to emailing attachments and the dangers of insecure email.
Not only will clients be able to send their bank account details securely, but they will also be able to upload a recent statement and sign to authorise. With built-in checks to verify the uploaded statement matches the bank account details provided, it will help to streamline your processes and ensure your clients' data stays secure.
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