Deposit Documents & Info at Your Fingertips
Make it easier for deposits staff to access account holder information with an intuitive document management system that’s built for financial institutions.
- Quickly find signature cards, account documents, and more
- Generate exception reports in seconds
- Reduce paper documents with eSign integrations
Teller View
Accelerate signature verification with a side-by-side teller view.
Provide tellers with hotkey access to driver’s licenses and signature cards in a single, intuitive view. Reduce reliance on hard copy signature cards.
Tasks for New Accounts
Keep new accounts on track and in compliance.
Avoid letting deposit account tasks slip through the cracks. Keep teams on track with automated checklists and exception reports. Ensure compliance with less administration.
Account Holder Data
See account holder information in one system.
Gain a comprehensive view of each relationship. Access DDAs, IRAs, CDs, safe deposit box info, and more. Increase productivity while reducing friction with account holders.
eSign Integration
Bypass the filing cabinet with eSign integrations.
Collect account holder signatures via your eSign platform and automatically save records in AccuAccount. Manage electronic signatures with ease (and less paper).
Take the Next Step
AccuAccount can make your life—and the life of your deposits team—so much easier. Our software is trusted by community banks and credit unions across the United States. Join 15,000+ users who manage relationship and account documentation in AccuAccount.
AccuAccount Imaging
AccuAccount Exception Tracking
SEE OUR SOFTWARE IN ACTION
Browse pre-recorded demos of our solutions for imaging, exception tracking, and reporting. Learn about integrations to 30+ systems, including popular cores and teller systems. See why 15,000+ bankers use AccuAccount.
Free Printable PDFs
Glossary eBook
Access dozens of helpful definitions for deposits and payments teams.
Case Study eBook
Read AccuAccount success stories from seven different financial institutions.