CLIENT LETTERTop Down Systems Corporation
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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
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.
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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 and tax firms looking for a modern practice management solution to optimize their processes
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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 Videos |
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Pricing
$30000.00/year
Free Version
Free Trial
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Pricing
$45 per month
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 InformationPascal Workflow
United States
www.pascalworkflow.com
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Categories |
Categories |
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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
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
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Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Integrations
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud
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