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Customer Tax Returns: Tickler vs. Spreadsheet

What are the pros/cons of using ticklers vs. spreadsheets for tracking tax returns?

Each year, your bank likely collects countless tax returns from customers. Although spreadsheets are essentially free to create, they are more prone to error and oversights. Tickler systems have an upfront cost, but they can automate various aspects of the process.

Compare spreadsheets vs. ticklers.


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First published on 04/22/2018

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