Bank & Credit Card Statements

General Instructions

As a part of your bookkeeping engagement, it is necessary that you set up online access to all of your bank and credit card accounts.  Also consider any other online accounts that we may need access such as PayPal. 

Please follow these guidelines when setting up online accounts for us:

  • Please set us up with view only access. 
  • The email associated with the online access should be
  • If a phone number is required, please use 972-905-0300
  • Please set the user ID up to be some variation of YOUR Company’s name.
  • Please make sure that 2 factor authentication is turned on for all users who access your online accounts. 
  • Please let us know when you have completed the setup so we will know to look for the setup emails AND we know that it relates to your account.

If you have any questions, please let us know.

Instructions For Specific Banks

We have attached instructions for specific banks.  To access the information, click on the name of the banking institution.

Bank of America



Veritex Bank

Wells Fargo

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