Video

Customer Care Updates: Training Tips & Best Practices - 5/6/21

In response to questions received on Tuesday, today’s training focused on the PPP loan forgiveness application journey for loans less than $150k. Tips from the AICPA PCPS team were also shared around using the loan forgiveness calculator.

For firms still working to process client applications, our customer care reminders included why and when to contact support for DocuSign help, Yodlee trouble shooting, and a deeper review of how to use the underwriting (UW) notes in the Portal.