Deposit Account Documents & Information
at Your Fingertips

Provide bank and credit union tellers and deposits staff with instant access to account information, signature cards, driver’s licenses, and account checklists.



Signature verification

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.

Deposit task checklist

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.


Eliminate paper deposit documents with eSign integration

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

Customer and accounts view

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.

Statement archives

Statement Archive:
Import and store your deposit account statements

Import your customer's and member's deposit statements into AccuAccount. Automatically link them to the correct workflow or account holder. Go beyond COLD storage.

See Our Software in Action

Watch 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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Download a Free Resource:
Whitepapers & Product Brochures

accuaccount brochure product overview

Product Overview

Download and print our product overview brochure: AccuAccount.

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ebook case study

Case Study eBook

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

Free Download

Software for Your Deposits Department:
Reduce Paper & Increase Efficiency for Deposits

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. Join 15,000+ users who manage their customers, members and account documents in AccuAccount.


No Registration Required

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


 No Registration Required: Introduction to AccuAccount


 No Registration Required: CTS Testimonial