Fees
Fee associated with Access Business Banking
0$
Business Plus Bundle
Basic Autobooks.
Upgrade to premium through autobooks.
Can client care help with the enrollment of a client in sbdb
No, they will refer the client to the banking center
What is included with Basic auto books
User is able to send invoices online and receive digital payments from their customer
Explain reverse check positive pay included with our payments plus bundle
Nope
Fee associated with Pro Access Business Banking
25$
Which account must a client be in to receive the Business plus bundle
Access business banking account
How many “super users” can each account have?
Pro access more than one
What is included with autobooks premium
Access to digital accounting software
Explain ach block and filter
Included with out payments plus bundle
Nope
Name two ways to avoid fees on our Pro Access account
20,000.00$ minimum ledger balance
50,000.00 combined balances between their checking, savings, or Money Market
Which account must a client be in to receive the payments plus bundle
Access business banking or pro access business banking
Explain the term super user
A user that has the flexibility to add users and create customizable permissions
according to the autobooks website, how much does it cost to go premium and obtain their accounting software
10.00$ per month
How many items can be processed per month for each of our business accounts
Cost of going over this limit
500
50 cents
Fee to add a bundle to SBDB
10.00$
Name the two wire features in the payments plus bundle
Client receives first outbound domestic wire per month for free
Discounted fees for additional wires
What will the limits be on mobile deposited checks for our clients?
10 checks per day
Ask Michael about amountsWhy do we not offer the business plus bundle for clients with a pro access account?
Because basic autobooks is already a feature they have
Business check discount on our pro access business banking account
35%
Fees for a business to send a domestic or international wire….if they have the payments plus bundle
Domestic: 15.00
International: 35.00
how many outbound avg transfers are free per month with our payments plus bundle?
How much do they cost for additional ach?
25 per month
50 cents
Which business account allows online access to multiple businesses
Pro access business banking