Forgiveness On Cpa Portal Wayback

Summary

A six-slide instructional guide titled CPA Business Funding Portal, Paycheck Protection Program (PPP) - Forgiveness, explaining when and how CPA firms can use the portal for forgiveness applications. It recommends that CPAs and borrowers understand alternate lender needs first, noting that a borrower can generate a package and cover letter for an alternate lender and then work with Biz2Credit for any additional needs for submission to the SBA. The guide walks through the steps to assign a forgiveness application to a borrower from the CPA firm dashboard, including a confirmation popup warning that the firm will no longer be able to complete the application. It describes the emails sent to the CPA firm and the borrower after assignment and states that the borrower can then log in to their account, shown on the Biz2Credit Customer Portal, to start the forgiveness application.

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Full text

CPA Business Funding Portal


                             Paycheck Protection Program (PPP) - Forgiveness

                                 When and how to use the Portal for forgiveness application(s)




*We highly recommend that CPA’s & borrower’s understand alternate lender needs prior to using the Portal for forgiveness. Borrower can generate a package +
cover letter for alternate lender then work with Biz2Credit for any additional needs for submission to the SBA.


1
CPA Business Funding Portal

                          Steps to Assign a Forgiveness Application to a Borrower

Before Assignment to Borrower ~ Borrower / Client View on Biz2Credit Customer Portal:




2
CPA Business Funding Portal

    1. Click the 3 ellipses in the CPA firm dashboard > Within the dropdown choose: “Assign Forgiveness App to
       Borrower”




    2. Confirmation Popup:


      Read popup carefully.

     By clicking ‘continue,’ your
    firm will no longer be able to
      complete the forgiveness
      application for your client.




3
CPA Business Funding Portal

    3. After confirming the assignment, an email will be sent to the CPA firm email address on file:




4
CPA Business Funding Portal

    4. In tandem, an email will be sent to the client / borrower associated with the application:




5
CPA Business Funding Portal

After Assignment to Borrower ~ Borrower / Client View on Biz2Credit Customer Portal:

    5. Borrower can then log in to their account to start their forgiveness application:




                                                                                                  Reminder:
                                                                                           After application assignment
                                                                                            to the borrower on the CPA
                                                                                           Business Funding Portal, the
                                                                                           CPA firm will not have access
                                                                                           to assign forgiveness app to
                                                                                                 borrower and start
                                                                                              forgiveness app on their
                                                                                                       behalf.




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