Year-End Tax PackCustomers |Communication | Efficiency

Rene Saunders | Product Manager

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

What is Tax Pack? Four Main Areas:

Data Processing Services Value Added Services

Quality Output Real Time Communication

Year-End Workflow

The Data & The Process

Data Provider Document Centre

Print & Mail Forms

Electronic Tax Forms

Year-End Workflow

Important Stakeholders

The Customers

Compliance

Client Services

Finance

Operations

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

What the People Want

(3) Quality Output

(4) Communication

Print / Insert Ready Files ECM Custom Archiving

On demand information Automated updates

Data Services

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

Data QC

Data QC

John Smith

Finished Form

Value Added Services

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

Custom Forms Customer feedback – beneficial to communicate changes from year to year

Quality Output

Secure Print & Mail

Special messaging

Multi forms merging

Envelope standardization

Electronic Forms

Email notification

Access via homepage

Reduce postage

Streamline reprints

File Generation Data Services

Value Added Services Quality Output

Real-Time Functions

Important Stakeholders

Communication

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

Live Production Board

Live Production Board

Doxim Year-End Processing

Data Provider Doxim Data Management Data QC

Value Added ProcessingPrint & Mail Tax Forms Electronic Tax Forms

Doxim Year-End Processing

Communication

Data Provider

Doxim Data Management

Data QC

Value Added Processing

Print & Mail Tax Forms

Electronic Tax Forms

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

What’s Next?

Questions?