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All of the above was taken from a topic where the poster had used another client's banking information for a direct withdrawal. I've edited and moved those portions of the comments to this topic for best practice for using and verifying clients' banking information.

We have the client initial by the account and routing number and sign the and date the "Account Transaction Summary" page.

As Patrick Michael described above I, too, use the "Account Transaction Summary" page created by Drake for all transactions involving the client's bank, and I always review it with the client and obtain the client signature(s) in the area at the bottom of that page. For those states that rely on the federal 8879, including my own resident state, this is the only place that contains all of the entire information in one place including the name of bank, routing and account number, the amounts scheduled direct deposit or withdrawal, and signature lines. For the withdrawal transactions, this summary page also includes the date withdrawal will occur.

So that this topic can continue with advice on solving the original problem, I've started a separate new topic for best practices of verifying and using client banking information. I did this quoting the various posters to keep them in the order they appeared, and I've hidden or edited posts within this topic to not derail it further. New topic is here

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