Keeping track of your company’s correspondence has always been a resource draining, time-consuming task. So with Practice Mailbook, CCH iFirm set out to develop a dynamic mail management tool that comprehensively takes care of the correspondence function… giving you greater control and enhanced efficiencies across the board.
The Practice Mailbook software goes well beyond a mail tracker in terms of benefits to your business. You can search on outstanding correspondence and send automated SMS reminders to clients. A stylish viewer enables you to filter mail activity by client, staff or supplier category for accurate review of project status.
For your ultimate convenience Practice Mailbook has been designed to work hand in hand with Outlook, and your client database via CCH iFirm’s Practice Management application. Mail items can be entered automatically by linking Practice MailBook with our Paper Buster software, which makes super light work of correspondence tracking and reporting.
Discover dynamic, integrated, cloud-based solutions to simplify and automate the running of your practice.
You’ll enjoy increased visibility across workflow, resources and performance – ultimately freeing your practice up to spend more time adding value to your clients.
Everything you need to manage and work efficiently is at your fingertips whether you’re in the office, working remotely or out visiting clients.
Learn more about Practice Manager, Intranet, ATO Paper Buster, iFirm Documents, Document Manager, ASIC Paper Buster, Practice Mailbook, Contacts and eMarketing.
Your clients place their trust in you to support them with accurate work and timely advice. CCH iFirm provides you with the tools and systems, when you have to be right.
From the core responsibility of keeping clients compliant, all the way through to streamlining how you communicate with them, we’ve got solutions to enhance and grow your relationship.
Learn more about Tax, Client Accounting, Web Manager, CGT Reporter, Client Portal, Digital Signatures, CCH iQ and Cloud Filer.
Contact us today to discuss how CCH iFirm can help your accounting practice or to arrange a demo.
Call us toll free on: 1800 83 68 69
or click here to send us an enquiry.