Waterford Database Solutions
Waterford Database Solutions

Custom Software Made Easy
Waterford Database Solutions, Financial Returns Reminder

Financial Returns Reminder System

Financial Returns Reminder System

Chasing Clients to get the required accounts documentation in on time can be exhausting and time consuming. With the Financial Returns Reminder System by WDS you can automate this process.

Set up returns for each of your Clients. Specify when you want the reminder to go out and customise the email per return type. Once setup the System will continually send reminders (based on chosen frequency) until documentation has been received.

Workflow Management:
Manage the return process from start to finish. Assign the Return to individual staff and they will see it on their dashboard.

Time Manager:
Record time spent on a customer account. Ensure all time is invoiced.

CRM:
All Client contact details recorded in one place. Easily search and find contact information. Email & SMS text direct from system. Multiple Users can share & edit contact information.

Contact us now for more information and pricing.

Waterford Database Solutions