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TEAMS Express Sales Tax Workflow
The TEAMS Express workflow engine is the
difference between achieving high levels of sales and use tax
compliance with happy customers and suppliers or annoyed and
overburdened customers coupled with low compliance and plenty of
tedious follow-up.
The Workflow Difference
- A Letter requesting an updated
certificate is generated within TEAMS Express and delivered to
your customers. This letter may be fully tailored with
whatever verbiage you desire and subsequently delivered, at your
option, via fax, email or postal mail. A single letter is
generated detailing all of the certificates requiring attention to
a particular entity. Each request is tagged to a specific
customer record within TEAMS Express and an unique tracking ID
number is generated along with the letter.
- Your customer receives your letter
requesting the updated certificate. The letter contains a
web link and a dedicated toll-free fax back reply number and the
unique tracking number. The web link is unique to your TEAMS
Express instance and no other.
- Using the link and tracking number, your
customer logs into your TEAMS Express website and gains access to
their relevant information and the certificates requiring an
update. They can only access their specific information and
the certificates specifically requested for update after they are
authenticated with their tracking number. They cannot query
the system or look at anything else contained therein.
- Your customer is presented with
pre-populated forms based on the customer information you have on
record in TEAMS Express as derived from your ERP/financial systems
with no need to retype stored information. The forms are
supplied from your Forms Library. Your customer can
update relevant certificate information and then open the
pre-populated form ready for printing and signature. The
forms they sign contain the tracking number and a related bar code
for easy identification and cataloging upon receipt. At this
point, they can print it, sign it, and return it via fax, email or
regular postal mail.
- Upon receipt, the signed certificate is
immediately indexed and inserted into TEAMS Express using the bar
coding and tracking number for quick cataloging. The
certificate is still subject to a final sufficiency review based
on your submission criteria.
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