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Customer Tax Returns: Tickler vs. Spreadsheet

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

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.

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Compare spreadsheets vs. ticklers.

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 04/22/2018

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