Produce all your client letters automatically and keep a
record of correspondence, using IRIS AutoMail.
IRIS AutoMail automates correspondence to save time while
helping you to provide a personalised response to clients. You can
use one of the 50 standard letter templates or create your own, set
up the relevant triggers, such as tax return reminders, and
automatically populate the contact details to personalise the
communication.
Efficiency through full integration
Working with the single central IRIS database, IRIS AutoMail can
make your practice more efficient as it eliminates the need to
re-key information. In addition, activities and tasks in other IRIS
Practice Suite modules automatically trigger the user to produce
the necessary communication in a timely and accurate manner.
Key benefits
- Select data easily from anywhere in your IRIS
Practice Suite
- Save time - letters are automatically
populated with contact details and relevant client information
- One-off or bulk communications -
correspondence can be printed or emailed individually or in a
batch
- Reduce dependence on clerical staff to produce
professional day-to-day correspondence
- Quickly and easily edit letters using the
familiar Microsoft Word tool
- Have information readily to hand to answer
queries - all correspondence created is electronically stored
against the relevant client details, providing simple document
management
Data mining for increased benefits
When used with IRIS Practice Management, IRIS AutoMail lets you
take advantage of the data mining functionality to create bulk and
targeted market communications.
Examples of templates
available
- Year-end reminder and/or planning
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- Tax return reminder/submission/ confirmation of submission
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- Reference for a third party (e.g. credit application)
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