Account Management ▪ Comprehensive view of taxpayer relationships and account history with robust search features, including "fuzzy" logic for quick identification. ▪ Customizable application view for users. ▪ Easy search of account notes and interaction history (phone, email, text). ▪ View and reprint correspondence, renewals, applications, and certificates. ▪ Tools for managing taxpayer addresses and returned mail, with bar-coding for tracking and built-in address validation. Taxpayer Services ▪ Online registration, filing and payment with account status and payment history. ▪ Enter payment agreements, view correspondence, and reprint certificates. ▪ Data validation rules to reduce errors and prevent duplicate submissions. Communication ▪ Option to send secure messages within the portal, routed to appropriate work groups. ▪ Automatic reminders for permit renewals via letter, secure message, and text. Customers manage their communication preferences. ▪ CSD staff can message colleagues within the application. Third-Party Access ▪ Third-party representatives can access and manage client accounts via online portal. ▪ Internal users can view third-party relationships to ensure that all staff are aware of who is authorized to request updates or make inquiries about accounts. Forms and Templates ▪ Easily update tax forms and correspondence templates. Registration ▪ Automated registration based on return filing with alerts for potential existing business registrations. Data Validation and Processing ▪ Incoming data auto-validated and corrected or flagged for review. ▪ Business logic validates credits. ▪ Process payments from multiple channels; update taxpayer accounts accurately. ▪ Customers can direct payments to account, period, and/or location. User Interaction ▪ View filing history and correct errors; with automated notices for any changes. Work Management ▪ Work items prioritized by business rules; managers view inventories and aging alerts. Automation ▪ Automate billing, penalties, interest; refunds automatically routed for approval by business rules. ▪ Automate manual processes as much as possible...
