Client Correspondence made easy with IRIS
AutoMail
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Benefits of IRIS AutoMail:
• Save time - letters
are automatically populated with relevant client details
• Quickly &
easily edit letters using Microsoft Word functionality
• Reduce
dependence on clerical staff when producing professional
day-to-day correspondence
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In document-driven industries such as
accountancy, how a practice approaches and executes its customer
correspondence and document automation is critical in meeting its
business objectives.
Highly-personalised and effective business communications can
exceed client expectations, increase customer satisfaction and
improve loyalty. IRIS AutoMail enables practices to create business
communications tailored to the individual with the right content,
graphics, signatures, attachments and enclosures.
The system can be configured to reflect the requirements of the
practice for example correspondence can be printed or emailed
individually or in a batch. There are 50 standard letter templates
within the system and the possibility to create any number of
unique additional documents if required. Practice Managers can
determine when letters are sent to clients by setting relevant
triggers, such as tax return reminders.
 Continue
reading the AutoMail datasheet...
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