Introducing Uncat's New Recurring Requests Feature!
Say goodbye to the hassle of chasing down documents month after month! We're excited to introduce Uncat's new Recurring Requests feature, designed to streamline your workflow and ensure you never miss a critical document again. With the ability to schedule document requests on a specific day of the month for multiple months, Uncat takes the stress out of maintaining up-to-date records.
Schedule Recurring Requests:
With this new feature, accountants can easily schedule recurring requests for essential documents like W9s, 1099s, bank statements. Simply set the date and frequency, and Uncat handles the rest.
Automated Reminders: Clients receive automated reminders to submit their documents on the scheduled date.
Customizable Frequency: Choose how often you need documents—monthly, quarterly, or any other interval that suits your needs.
Flexible Scheduling: Adjust the schedule as needed to accommodate changes in your workflow or client requirements.
Easy Document Submission:
Clients can submit their documents effortlessly through multiple channels:
Web Upload: Clients can upload documents directly through Uncat's user-friendly web platform.
Email Submission: Send documents to a dedicated email address, where they are processed automatically.
Mobile Integration: Clients can submit documents using their mobile devices, ensuring quick and convenient uploads.
Smart Document Management:
Once documents are submitted, Uncat's smart technology ensures they are organized and matched with the relevant records:
Automated Classification: Documents are automatically categorized based on their type and content.
Seamless Integration: Integrates with your existing accounting software, syncing data effortlessly.
Smart Suggestions: Provides intelligent suggestions for categorizing documents that may not fit standard classifications.
Benefits of Uncat's Recurring Requests Feature:
Save Time: Reduce the time spent on manual follow-ups and reminders.
Improve Compliance: Ensure timely collection of necessary documents for compliance and reporting purposes.
Enhance Client Relationships: Provide a seamless experience for clients, making it easier for them to stay organized and compliant.
Why Choose Uncat for Recurring Requests?
Cost-Effective: Included in Uncat.
User-Friendly: Designed with simplicity in mind for both accountants and clients.
Reliable and Secure: Trust in a platform that prioritizes the security and reliability of your data.
With Uncat's new Recurring Requests feature, managing your clients' documents has never been easier. Simplify your workflow, ensure timely submissions, and focus on what truly matters in your business. Join us in making document management effortless and efficient!
