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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 is a leading provider of bank document management and imaging software. Trusted by more than 14,000 community bankers worldwide, the company offers a portfolio of software applications that automate exception tracking, reduce reliance on paper documents, and streamline audits. Chat with us, register for a free webinar, or schedule a risk-free demo. Call today: 800-950-2550.

First published on 04/01/2018

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