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What is Pascal Workflow?

Organize your practice and collaborate seamlessly by utilizing all the crucial tools necessary for growth. Maintain a centralized location for tracking conversations, emails, notes, and interactions with clients and colleagues. Access all client-related information conveniently from a single interface. Effortlessly create persuasive proposals for clients and prospects alike. Simplify engagement letters to guarantee clear communication. Your team's productivity will be significantly improved with a workflow that is both intuitive and easy to navigate. Ensure that no client tasks are overlooked with our innovative agenda dashboard, which keeps every team member informed about their daily obligations. Our solution takes a holistic approach to tax return delivery, extending beyond just form 8879. Offer clients straightforward instructions for every form they must complete, including payment vouchers and estimated payment vouchers. Easily secure digital signatures on 8879 and any other personalized documents. This system supports both US and Non-US based firms, providing flexibility in its application. Moreover, it includes KBA for IRS compliance, allowing you to upload nearly any document to efficiently collect signatures. This all-encompassing platform not only increases efficiency but also elevates client satisfaction, making it an essential resource for your practice's success and growth. With these tools at your disposal, you can focus more on building relationships and driving results.

What is CLIENT LETTER?

CLIENT LETTER is a Customer Communication Management (CCM) tool tailored for business users, enabling the seamless automation of customer communication creation. Users can design templates, utilize reusable content, and apply business logic to generate various types of communications, including letters, statements, onboarding documents, and other service-related materials. Additionally, CLIENT LETTER can connect with numerous systems to pull in data and content for enhanced personalization. External systems can also utilize CLIENT LETTER's application programming interfaces (APIs) to produce communications as needed. The software maintains a comprehensive log of all communications that have been sent, revised, or approved, along with details on who authorized them, ensuring accountability and traceability. For compliance, CLIENT LETTER retains copies of every communication generated, safeguarding businesses against potential regulatory issues. For more information or to see a demonstration, please visit: http://www.topdownsystems.com/contact/request-a-demo.

Media

Media

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per month
Free Trial Offered?
Free Version

Pricing Information

$30000.00/year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pascal Workflow

Company Location

United States

Company Website

www.pascalworkflow.com

Company Facts

Organization Name

Top Down Systems Corporation

Date Founded

1981

Company Location

United States

Company Website

www.topdownsystems.com

Categories and Features

Accounting Practice Management

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

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Content Management

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

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

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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