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Collecting Updated Tax Returns

Question: 
Is there a better way to track the collection of customer tax returns?
Answer: 

Some banks use spreadsheets or checklists. However, a more streamlined approach utilizes an integrated imaging and exception tracking software application. As tax returns are collected and scanned in, the system will automatically clear the exceptions.

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Register for a free Tax Day webinar.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 04/01/2018

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