Centralization of Documents with EntryFilter
Collecting tax documents from clients who send materials via email and WhatsApp can be complicated and time-consuming. With EntryFilter, you can greatly simplify this process thanks to the Virtual Secretary feature.
Using the Ingest Box
Each client company has a dedicated email address that acts as a virtual secretary. By forwarding the received documents (invoices, health receipts, contracts) to this address, the system automatically organizes the material in the dashboard. This eliminates the need to search through chats and emails, reducing the risk of losing important documents.
Advantages of the Ingest Box
- Centralized collection of documents in one location.
- Assignment of materials to the correct practices.
- Immediate access to all necessary information for tax declaration.
Example of a Practical Case:
Imagine the case of Laura, an accountant who manages several clients. Every time a client sends her documents via WhatsApp, Laura forwards them to the virtual secretary. In a few seconds, the documents appear in the dashboard, ready to be processed. This allows her to focus on consulting rather than on collecting documentation.