Digital Case Management Solution | Tax Consultant | Legals | Associates
The digital case management software (CMS) manages your clients cases and notices along with documents and responses. You can share the documents (notices) with clients and you can receive documents (notices) from the client side via the CMS.
Manage current, due today, due tomorrow, due in 7 days & past due cases.
Disclose the total appeals and details on dashboard.
Disclose the total proceeding and details on dashboard.
Distinguish with colors like red, yellow and green.
You can easily share case status, case and miscellaneous document with client via the CMS Client portal.
Client Data Manage:
Save customer details along with credentials of different portals like FBR, SRB, etc. Make edit, delete add more contact person details. Get the client data via the dynamic search engine.
Functionalities of Management:
Provide rich and practical functions of management including Dashboard, Customize Reports, User Profile, user rights, customizable according to your business needs.
Dynamic Search Box with date arrange and without date arrange.
System has different customs rights. Create User Id of employees and clients.
- Manage the all notices, cases and document digital.
- Reduce the human effort.
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