Use Microsoft Office Word from your IRIS single central
database to communicate with your clients more efficiently.
How much practice
time is spent on writing letters to clients? How many opportunities
do you miss to build good relations by not personalising your
communications?
IRIS AutoMail helps you make the most of every item of
outgoing correspondence to build excellent client relations,
without having to keep checking your records.
IRIS AutoMail automatically generates routine correspondence,
creating letters arising out of the work you do for clients. Are
they late signing a return? IRIS AutoMail will ask whether you want
to prompt them. Say 'yes' and it will produce a carefully worded
letter with or without your own letter-head, all ready for
checking, printing and signing.
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IRIS AutoMail
offers these key features:
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...bringing the following
benefits to your practice:
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Letters can be triggered by activities or associated with a
task
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Correspondence is produced in a timely and accurate
manner.
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Data can be selected from anywhere within the IRIS central
database - for example, the tax liability for a person
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Use of existing data saves time and effort and ensures
accuracy.
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Over 50 example letters and documents available
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Generate professional correspondence while freeing up clerical
resources to do more for your business.
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Uses the familiar interface of Microsoft Office Word to
generate correspondence
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Standard letters can be quickly personalised to help foster
good client relations.
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Easily adapted to your own corporate style.
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