So, what exactly is a CRM solution for tax notice compliance? Well, traditional CRM solutions help automate and manage the customer lifecycle for both sales and marketing departments. It consolidates customer information into a single repository so users can better organize and manage relationships, automate common processes and productivity.
A CRM for tax notice compliance is no different except it manages the lifecycle of a notice. Just like a traditional CRM, it consolidates notice information into a repository so that users can better organize and manage notice and agency relationships, automate common notice workflows and increase productivity.
Quite simply, it manages a notice from receipt, to research, to payment or refund and finally the closure of the notice. Capturing and documenting every detail of the lifecycle along the way.
Traditional CRM solutions offer three major benefits to companies; easy access to data, streamlined process through automation and actionable insights. CRM for Notice Compliance is no different.