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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our cutting-edge solution elevates the management, verification, and communication of ATO documents such as Notices of Assessment, Statements of Account, and Tax Debts to unprecedented levels of operational efficiency. Bid farewell to the labor-intensive and monotonous process of handling ATO documents. This solution seamlessly compares ATO documentation with the estimations recorded in your practice management system, validating, organizing, and dispatching them to clients with ease. In cases where discrepancies arise, the solution promptly forwards the notice of assessment to you or your team for further review and action. The entire procedure is straightforward, and the results are indisputable. With the capability to bulk scan various ATO documents simultaneously or download files directly from the ATO Portal, the solution adeptly recognizes and manages each document according to its classification. Additionally, BAW is committed to providing automation solutions designed specifically for corporate enterprises, significantly boosting productivity while enhancing client interaction. This innovative approach not only simplifies tax document management but also fosters a more efficient and responsive client service experience.

Description

The system features an automated collector for managing debt sorting and allocation, a sales automation tool for enhancing client interactions, a comprehensive trust accounting solution that encompasses detailed balancing, various statement formats, time periods, and holdback procedures, along with an extensive array of statistics and reporting functions. Additionally, it offers automated forwarding and updating options, secure remote access for clients, integrated capabilities for credit reporting, data transfers tailored to individual clients, options for either in-house notice printing or outsourcing, and the ability to connect with skip tracing and dialing systems for improved efficiency. This robust suite is designed to streamline operations and enhance overall user experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

GreatSoft CRM
Virtual Cabinet
Xero

Integrations

GreatSoft CRM
Virtual Cabinet
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Business Automation Works

Founded

2018

Country

Australia

Website

businessautomationworks.com.au/atomate/

Vendor Details

Company Name

Porcupine Computer Systems

Country

Canada

Website

www.porcupinecomputers.com

Product Features

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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