Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
IRS warning on fake charity scams
The Internal Revenue Service and Security Summit partners issued a warning yesterday (Giving Tuesday) to taxpayers to be wary of fake charities used by scammers to get money as well as sensitive financial and personal information from victims. Donors should always check to make sure they are giving to a legitimate charity and can easily do so by using a special IRS tool for checking an organization's eligibility to receive tax-deductible contributions.