AccuAccount

Would like to see the ability to share just a document between multiple customers/accounts/collaterals. Today banks are crossing the collateral, uncrossing the collateral, then deleting the documents they don't need for that collateral.

Offering open API's will allow for banks to do more reporting outside of AccuAccount. It would also allow them to write data to AccuAccount from other 3rd party vendors.

Banks would like to see the covenants piece be completed within AccuAccount. This would be another type of exception in the system.

It would be great to have a way to drag and drop within AccuAccount. This would allow us to move documents much faster within the product.

Today banks can only purge complete records. There is no way to purge documents on the customer. EX: Tax Returns, Financials, etc...

The ability to request documents from customers and give them a place to put the documents before import into AccuAccount.