@priesterelectric This is not a solution that I can recommend to my clients. As soon as the bank finds out that this is being done, they will not cover any losses in case of fraud. I feel this is too risky. We are working on getting a limited access card for one of my Scotiabank customers. Another solution is to set up the account so that the bookkeeper has access to the account same as the owners do. This does not void the bank's liability for fraud. However, this again is a real hassle when dealing with multiple Scotiabank clients. Some clients never go to the bank in person - now they need to take time off from work - and with most of them, I would need to go in with them. This becomes expensive and time consuming.
This is really beyond frustrating.
