Re: 06/05/24 - Action Required - $76k Open Balance - New Client Audit Results

--000000000000d492b4061a3cc8dd Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sharon, Thank you for your email, this client is still on the audit due to the payment information provided at sign up being invalid. The Transit# is incorrect, are we able to review this information or grab a copy of a voided check to verify accuracy of the account information provided? Regards, *--* *Alejandro Aponte* Help Desk Team Lead (OTC) aaponte@TheKey.com (408) 479-8654 TheKey.com [image: TheKey] On Thu, Jun 6, 2024 at 12:25=E2=80=AFPM Sharon Speirs = wrote: > Good morning > A client was on this list of a recent audit but I have gone back and the > authorization form is uploaded and I have attached it here for your revie= w. > The note says no credit card but they are not paying by credit card. > Please let me know if further information is needed. > Sharon > Client is now ended service due to mom being resistant > > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca > > [image: TheKey] > > > > > > --000000000000d492b4061a3cc8dd Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Sharon, Thank you for your email,= this client is still on the audit due to the payment information=C2=A0prov= ided at sign up being invalid. The Transit# is incorrect, are we able to re= view this information=C2=A0or grab a copy of a voided check to verify accur= acy of the account information provided?=C2=A0 = Regards, -- Alejandro Aponte Help Desk Team Le= ad (OTC) a= aponte@TheKey.com (408) 479-8654= TheKey.com On Thu, Jun 6, 2024 at 12:25=E2=80=AFPM Sharo= n Speirs &lt; sspeirs@thekey.com &g= t; wrote: Good morning A client was on this list of a recent audit but= I have=C2=A0gone back and the authorization form is uploaded and I have at= tached it here for your review. The note says no credit card but they are n= ot paying by credit card. Please let me know if further informati= on is needed. Sharon Client is now ended service due to= mom being resistant <p dir=3D"ltr" style=3D"lin= e-height:1.38;margin-top:0pt;margin-bot