Managing SARS-related correspondence is a critical part of staying compliant and maintaining clear communication with clients. DreamTax's Correspondence simplifies the entire process, giving you complete control over every interaction while ensuring all communication is organised and easily accessible.
The dashboard gives you a snapshot of everything in one place, with a clear view of your pinned correspondence and an overview of tax type, correspondence amounts and what is due or overdue. It’s the perfect starting point for monitoring your workflow and staying organised.
Set due dates based on the deadline shown on the document or create your own internal due dates, however it suits your workflow. You can also create and assign custom statuses to track each piece of correspondence through your process, helping you stay organised and in control from start to finish.
Easily assign users to correspondence items, allocate specific roles within your team, and add detailed notes to keep everyone informed and aligned throughout the process.
With a built-in email option and editable templates for different types of correspondence, you can stay on top of your client communications. Whether you’re sending updates, reminders, or any other tax-related information, you can easily contact your client from the correspondence.
Email Client
Assign to User
Pin Documents
Add Notes
