Letters + Collate
Would you like a guaranteed one way of doing things in your firm?
A guaranteed one look, feel and writing style on all of your letter and email communication - all in a fraction of the time it takes you now?
Finally, you can with "Letters" by ChangeGPS.
"Merge" gives your accounting and admin teams all the key letter templates they'll use everyday to offer, engage and deliver services, including:
- assessment notices (NOAs) and activity statements
- ATO correspondence for excess contributions, fuel tax credit changes...
- overdue reminders & penalties, statement of accounts, tax registrations
- client feedback, deletion, ethical clearance, debtor management
- engagements and proposals, including xero setups
- business structure setups, trust distributions and ASIC compliance
- tax planning, tax returns & financials, SMSF admin and FBT
- business services, virtual CFO and wealth management
Simply add your key contact information for your client (or search + pull in from Xero Practice Manager), then select the template you wish to use.
Use the optional content blocks and data value fields to personalise the content for your client, select your signatory and we'll instantly generate a PDF copy on your letterhead ready for you to Collate in additional .docx or .pdf documents behind the letter, download or forwarding as an one PDF attachment to an email.
It's amazingly fast to use, and you can save each letter and return at any time in the future to re-use the contact information or content for the client. There is a search bar at the top (and in Resources) which makes finding the template you need so easy even if you don't know its exact name.
Not only do we have 120+ templates for you to customise and use, you can add all your own existing templates as well complete with optional content blocks, data value prompts and merge fields for things like EOFY dates, client names and firm information.
Your clients will love the simplicity of any letter they receive, and your team will love being able to do their work in a fraction of the time it currently takes them.
And here's two killer features: by using Letters (Merge), you get everyone in your team communicating the same way, for every client. Plus, the award-winning team at Change Accountants & Advisors keep everything up to date for you. Automatically.
Why recreate the wheel?
Key Features of the App
- quick, easy + simple
- 21 key areas, 120+ templates
- kept up to date for you
- compiled on your letterhead, instantly
- download to .docx or .pdf format
The Value to You
We know that even small accounting businesses can get faster daily work output from using Merge Letters, along with less time spent reinventing the wheel over and over. We do that for you!
With over 120 documents, covering your key tax and admin areas, with flexible workflow options for internal review, and control over all the content made available to your team, you can have the confidence your team are doing things the one way, your way.
All the essentials covered, in one place!
Hear what our client's say about the ROI they have gained from using our Merge Letters.
You can start using our "Letters" (and much more) right now as part of the GPS CORE Pack for just $14 per day ($440 per month) for a minimum 12 month subscription.
And with all these resources and other apps in ChangeGPS, like us you’ll find your team will use it all year for communicating and delivering your value to clients.