• Deposits

Deposit Account Documents & Info
at Your Fingertips

Provide tellers and deposit staff with instant access to account information, customer signature cards, driver’s licenses, and account checklists.

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Teller view in AccuAccount

Teller View

Accelerate signature verification with a side-by-side teller view

Eliminate time-consuming shuffling of hard copy signature cards. AccuAccount integrates with the leading core systems and teller platforms to provide tellers with hotkey access to customer driver's licenses and signature cards in a single, intuitive view. 

Watch Deposits Intro Video →

New Account Opening Checklist

Keep new accounts on track and in compliance

Avoid letting deposit account tasks slip through the cracks. Keep deposit teams on track with automated checklists and exception reports. Keep your deposit accounts in compliance with less administrative effort.

Deposit exception tasks in AccuAccount
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eSign

Eliminate paper deposit documents with eSign integration

Bypass the filing cabinet with AccuAccount eSign integrations. Simply collect customer signatures via your eSign platform, and AccuAccount does the rest. Manage electronic signatures with ease.

Customer & Accounts View

See all of your customer's accounts in a single view

Gain a comprehensive view of each customer relationship. View DDAs, IRAs, CDs, and even safe deposit box info from a single page. Manage multiple signers from one place. Stop jumping between systems or asking customers for the same documents multiple times. Streamline the experience for your customers.

Animation that shows how to select a deposit accounts in AccuAccount
Illustration of a bank statement, calculator, and banking icons

Statement Archive

Import and store your deposit account statements

Import your customer deposit statements into AccuAccount. Automatically link them to the correct customer. Go beyond COLD storage.

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Whitepapers & Product Brochure

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Product Overview

Download and print our product overview brochure.

Free Download

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Case Study eBook

Learn why community banks opt for AccuAccount instead of core-provided modules.

Free Download

Software for Your Deposit Department

Reduce Paper & Increase Efficiency for Deposits

AccuAccount can make your life—and the life of your deposit team—so much easier. Our software is used by community banks and credit unions across the country. Join 15,000+ users who manage their customer and account documents in AccuAccount.

 

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Watch a brief intro to learn how AccuAccount can help deposit managers like you.

 

No Registration Required: AccuAccount Intro

 

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A Few of Our Happy Customers

Testimonials

“If you want your entire team on the same page across multiple branches, AccuAccount is definitely the way to go.”
September SackLoan Operations Clerk at The Gunnison Bank and Trust Company
“AccuAccount has delivered positive return on investment for MidWestOne, Across the board, we’re more efficient and we’ve cut down on many expenses, including paper, filing, labor, and redundant tracking.”
Keith GraffVP of Loan Operations at MidWestOne Bank
"To prepare for any type of audit we now go into AccuAccount, click a few buttons, and export the necessary files."
Rachael PetersenSenior Vice President Internal Audit at Bridgewater Bank
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Take an on-demand demo of AccuAccount. Learn how our software integrates to 30+ core systems and loan origination systems, streamlines imaging, and automates exception tracking and audit preparation for 15,000+ bankers.
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