Within the 2025 dashboard, locate the 'Office' tab from the menu bar on the left side of the dashboard. Locate your office name and double click on it. This will open up the office profile. Scroll down to the bank information section to review your account. If it needs to be updated and you use a partnering tax program, you will need to update your banking information from your tax software portal. They will send us the update and we will automatically make the changes on our end.
How do I check my banking information
Written by Robert Taylor
Updated over 2 weeks ago