Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
GreatSoft CRM
No
Virtual Cabinet
No
Xero
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Product Features
Debt Collection
Agency Management
No
Auto Dialer
No
Automated Notices
No
Callback Scheduling
No
Client Management
Yes
Commission Management
No
Compliance Management
No
Contact Management
No
Credit Bureau Reporting
No
In-House Collections
No
Payment Plans
No
Transaction Management
Yes