CLIENT LETTERTop Down Systems Corporation
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Related Products
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About
CLIENT LETTER is Customer Communication Management (CCM) software built for business users. Users create and manage templates, reusable content, and business logic in order to automate -- either partially or completely -- the creation of customer communications. This includes on-boarding materials, correspondence, statements, and other types of servicing communications.
CLIENT LETTER integrates with a wide variety of systems for accessing data and content to use for personalization. Other systems can also "call" CLIENT LETTER application programming interfaces (APIs) and generate communications on demand.
The software maintains an audit trail of who created, modified, approved and sent every communication. CLIENT LETTER retains an exact replica of every communication for compliance purposes.
To schedule a free, no obligation, one-on-one demo, please visit:
http://www.topdownsystems.com/contact/request-a-demo
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About
Hyperdoc is a purpose‑built SaaS platform that automates ATO document handling for Australian accounting firms. Instead of spending hours downloading, renaming, saving and forwarding ATO correspondence, your team manages the entire process in one secure, centralised workflow.
With direct integration to the ATO, Hyperdoc automatically retrieves new ATO documents as they become available — no more logging into portals or chasing missing correspondence. Sensitive data, including TFNs, is automatically redacted before anything is sent to clients, reducing compliance risk and removing manual admin.
Hyperdoc streamlines your client communication with customisable, pre‑built email templates and auto‑generated client‑ready drafts. Documents are automatically classified, assigned to the right client entity and routed for review, so your team can process more work with fewer follow‑ups and less rework.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience |
Audience
Accounting firms, tax agent, Accountants, Client service managers, Practice managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$30000.00/year
Pricing depends upon the number of users and license type.
Free Version
Free Trial
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Pricing
$100
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTop Down Systems Corporation
Founded: 1981
United States
www.topdownsystems.com
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Company InformationHyperdoc
Founded: 2026
Australia
hyperdoc.lodgepro.com.au
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Alternatives |
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Content Management Features
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Customer Service Features
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
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Integrations
No info available.
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Integrations
No info available.
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