doxim tax pack
DESCRIPTION
Doxim TaxPackTM is a new tax forms processing and distribution service that takes the headache out of your year-end tax form process. It allows you to deliver a more secure, higher quality tax package to your customers while saving on postage too. Doxim TaxPackTM is a fully automated solution that manages all aspects of the tax form processing, from receipt of initial files, right through to insertion into the postal system and/or upload to an online document repository.TRANSCRIPT
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Year-End Tax PackCustomers |Communication | Efficiency
Rene Saunders | Product Manager
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Need for Year-End Tax Solution
Focus on customers, communication and efficiency
A way to help year-end tax
A solution to make year-end tax process easier
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What is Tax Pack? Four Main Areas:
Data Processing Services Value Added Services
Quality Output Real Time Communication
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Year-End Workflow
The Data & The Process
Data Provider Document Centre
Print & Mail Forms
Electronic Tax Forms
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Year-End Workflow
Important Stakeholders
The Customers
Compliance
Client Services
Finance
Operations
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What the People Want
(1) Data Services
(2) Value Added Services
Secure Data Transfers Online Data QC
Special Handling (pulls) Forms Mapping / merging Automation Marks Stock Standardization
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What the People Want
(3) Quality Output
(4) Communication
Print / Insert Ready Files ECM Custom Archiving
On demand information Automated updates
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Data Services
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Secure access to source data and ‘ready to print’ files via the DOXIM website
Providing piece of mind enabling fast 7x24 access to data to monitor accuracy and reducing errors
Data QC
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Data QC
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Data QC
John Smith
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Finished Form
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Value Added Services
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Forms Merge Regular Forms Mailing Doxim Forms Merge Mailing
Envelope # 1
Envelope # 2
Envelope # 3
Form # 1
Form # 2
Form # 3
Form # 1
Form # 2
Form # 3
Envelope # 1
Complete with: Data validation Exception handling Automation marks
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Custom Forms Customer feedback – beneficial to communicate changes from year to year
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Quality Output
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Secure Print & Mail
Special messaging
Multi forms merging
Envelope standardization
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Electronic Forms
Email notification
Access via homepage
Reduce postage
Streamline reprints
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File Generation Data Services
Value Added Services Quality Output
Real-Time Functions
Important Stakeholders
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Communication
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Live Production Board
(1) View & Approve Jobs
Providing 24x7 real-time communications
Online access to detailed job information via Doxim website
(2) Email Notification (3) Instructions & Delivery Confirmation
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Live Production Board
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Live Production Board
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Doxim Year-End Processing
Data Provider Doxim Data Management Data QC
Value Added ProcessingPrint & Mail Tax Forms Electronic Tax Forms
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Doxim Year-End Processing
Communication
Data Provider
Doxim Data Management
Data QC
Value Added Processing
Print & Mail Tax Forms
Electronic Tax Forms
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Doxim Tax Pack Recap Data Processing Services Value Added Services
High Speed Quality Output Real Time Communication
Data QC Services
Benefits: Improved reliability of output to end clients
Reduced cost due to re-mailings
Mailing options Custom forms designBenefits: Cost savings from workflow and stock
efficiencies
Print / insert / mail ECM / custom archiving Benefits: Options for end clients and cost savings from
print suppression
Online live production board Email notifications Benefits: Improved information access for all
stakeholders
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What’s Next?
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Questions?