An ACH form is a brief but essential document that authorizes banks, individuals, and businesses to move funds from one bank account to another through the ACH network. However, juggling piles of ACH forms and other physical documents can quickly spread your team too thin. Below, we’ll cover how you can start using CDP’s secure ACH form templates, what to consider as you switch to digital documents, and how we can help you build a workflow that makes sense for your needs.
A routine task like filling out and distributing ACH forms can be a surprisingly significant drain on your resources. But with CDP’s ACH form templates, you can save time and energy by cutting back on the amount of work it takes to manage documents from start to finish.
Click the link above to check out some of our templates and see how you can tweak them to fit your needs.
Need another example of an ACH form template you can use to make life easier? Check out our stop ACH form example below.
To save time with CDP’s ACH form templates, click the link below to enter your name and email so you can receive instructions for getting started. We’ll walk you through how to use our templates and pass on some helpful insights about how you can leverage CDP’s software tools to make creating, sending, and signing digital documents as stress-free as possible.
Once you’ve accessed our templates, you can customize them to your liking and save templates of your own so that your organization has a library of materials to return to in the future.
CDP also makes it simple to collect e-signatures and securely store documents so you can easily access them whenever you need to. You can also distribute digital documents without the need to print or mail physical paperwork back and forth.
The term “ACH form” is somewhat vague, but it refers to a specific type of document that’s used to authorize electronic payments through the Automated Clearing House (ACH) network.
The ACH is used by financial institutions nationwide to process electronic transactions, oftentimes referred to as ACH payments. These payments are one of many types of electronic funds transfers (EFTs) that allow institutions to move money between different accounts, as is necessary for direct deposits, automatic bill payments, and similar transactions.
Once completed and signed, an ACH form allows organizations or entities to deposit or withdraw funds directly from or into an account holder’s bank account. There are several types of ACH forms, though, including, but not limited to:
Anything that a bank needs to securely move funds from one account to another should be included on an ACH form. In most cases, then, an ACH form includes essential information about a person or business’s financial and personal details, including:
Whether the form is aiming to grant authorization or transactions, reverse previous authorization, or cancel ACH transactions, its core features tend to be the same.
CDP’s ACH templates are built with all the features and details you need to hit the ground running. But whether you use one of our ACH form templates or create one of your own, there are a few things you’ll want to keep in mind. Here are some best practices to consider when using digital documents:
Using digital documents is the new status quo – but that doesn’t necessarily mean that making the switch to electronic workflows is easy. While there may be more tech solutions out there than ever to help you digitize tasks, for many, the sea of options makes things even more confusing.
That’s why CDP takes an individualized approach to building a technology stack that suits your needs.
We work with you to understand where you’re at, where you’d like to be, and what tools you need to get there. After an initial demo, we’ll create a system that gives you what you need to succeed, not the things you don’t.
We know that making the digitization process as accessible as possible is an important part of helping businesses and organizations of all sizes grow and thrive.
Want to learn more about how a custom-built software approach can help you save time, money, and resources? Reach out to us today to start a conversation.