Tax Corresponder is a tool especially designed for tax-related professionals and companies that will help them to improve their relationship with their customers. It includes nearly 380 predefined letter templates, thus you can be sure your letters are well designed and error free. Furthermore, it manages customers' database, whose information can be automatically included into your documents.
By default, every time you run the program it shows a "Tip of the day" window that shows a very helpful piece of advice, which may help you understand more quickly and easily how the program works. When you first run Tax Corresponder, you are invited to input your Firm and License Information, so that it can be then subsequently used in all your documents. Of course, you can edit and change this information at any moment through the program's "About" window.
Its main interface is very friendly and intuitive. It basically consists of three well identified panels - one for the client administration (where you can see a list of all your existing clients, add new ones, edit their information or delete any of them), another panel for the "client folder" (where you can see a list of all the documents and items related to a specific customer) and, finally, the template library, where you can have quick access to any of the pre-defined document models. The program allows you to store very detailed information about your clients, including their full name, Social Security number, date of birth, work, home and cell phone numbers, address, ZIP code, e-mail address, client number and code, and whatever free comments you want to add for a client. You can even include basic information about your client’s spouse.
When you select a client and one of the templates available, a document editor will open showing you the document's structure. It is a basic text editing module that includes all the necessary tools to create, open, save, and print documents, as well as to justify, cut, copy, and paste text, and apply basic formatting to it (like bold, italics, and underline).
As you can see, Tax Corresponder is a very comprehensive software tool which will save a lot of time to any tax-related professional. Besides, they renew it every year, introducing the latest letter templates according to the new laws. Its trial version allows you to freely test it during 30 days.
- Friendly and intuitive interface
- Includes nearly 380 predefined letter templates
- Stores very detailed information about your clients
- Includes a basic text editor
- 30-day trial version