Features: Account Management

   ACCOUNT MANAGEMENT

Accounts

• Account Creation and Management
• Public Age and Residency Edit Restrictions
• Existing Account Check
• Password Reset Utility
• Merge Account and Merge Member Utilities
• Public View of Balances, Financial Statement, Tax Deductible Items, Activity Calendar
• Yearly Prompt to Update Information in Public Accounts
• Account Message Utility
• Search Account and Member Utilities
• Residency Upload
• Account/Member Document Upload
• Account Creation Questions
• Additional Payer Member