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Collecting Updated Tax Returns

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

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.

Register for a free Tax Day webinar.


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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