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.
Tax Time Bankable Moments and Resources for consumers
The FDIC has announced it will host a national webinar on Tuesday, February 7, 2023, from 1:00 PM - 2:30 PM ET to promote opportunities to get more Americans banked during tax season and receive free tax assistance.
Financial institutions, community organizations, and government agencies will learn more about: (1) the national findings of the most recent FDIC 2021 National Survey of Unbanked and Underbanked Households, (2) bankable opportunities and free resources for consumers during tax-filing season, and (3) opportunities for banks and community organizations to partner so that more low- and moderate-income households can receive their tax refunds for free, start a banking relationship, and save a portion of their refund.
Online registration is available and required.
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