All IDEA customers can now download the most-requested accounting forms on the IDEA Portal including an IRS Form W9, Electronic Funds Transfer and Auto Pay for Automatic Credit Card Processing.
These forms offer great opportunities to decrease the amount of paper statements and manual processes surrounding your financials. Once you sign up for auto pay and provide your credit card information, we will automatically process your solution and service usage on a regular schedule. With the Electronic Funds Transfer form, you can access IDEA’s banking information to pay electronically instead of writing checks.
All three accounting forms are now available on the IDEA Portal. You can download them by logging in with your user name and password, navigating to Standards and searching for Service: Other and Document Type: Resources. Please contact your account manager if you have any problems accessing the files.