Moss, Luse & Womble, LLC Knowledge Base

Third Party Bank Access Instructions for Common Banks

Published June 17th, 2025 by Kylie Davis

To serve you effectively, we need secure access to your bank account information—whether it's for bookkeeping, financial planning, or tax preparation. One of the most efficient and secure ways to do this is by setting up third-party access directly through your bank. Every bank has its own method for allowing this type of access, and it can often

Reviewing and Distributing 1099s

Published October 8th, 2025 by Kylie Davis

All 2025 1099 forms for which we have received a W9 are now available in your portal under: Non-Transaction Questions Files → 1099s Folder 🔗 Access Your Client Portal ⚠️ Important: Please review your forms carefully. If corrections are needed, respond to the Non-Transactional Question in your portal with the specific details. 📌All 1099 forms must

Navigating the Client Portal App

Published October 8th, 2024 by Kylie Davis

Each tab within the Client Portal App serves a specific function. Below is a detailed guide: Home Page Resolve Transactions & Ask Questions Address any unresolved transactions and non-transactions promptly. Use the MLW section to ask any necessary questions. Switch Between Entities & Profiles Use the drop-down list (in top right-hand corner)

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Kylie Davis

Third Party Bank Access Instructions for Common Banks

Published June 17th, 2025 by Kylie Davis

Reviewing and Distributing 1099s

Published October 8th, 2025 by Kylie Davis

Navigating the Client Portal App

Published October 8th, 2024 by Kylie Davis