Statement of Accounts to your SP

Do you see the picture above familiar? Stacks of envelops ready to be sent out?

Chances is that you are not sending the SP statement of accounts via email, and your current system do not support direct email from the software you are using.

There is a trend of younger owners and they are requesting for statement to be sent via email. They want paper-less to save the environment.
You can manually attached the SOA via email one by one, but still there are still too much time and effort involved.

You are also incurring additional printing and stationery costs (stamps, envelops, paper, printer peripherals etc.)
What if the mail is lost, your SP do not receive in time? You get paid much delayed because it take 2 or 3 days to reach the addressee.

Our Solution :

Click below, a less than 2 min video, how Realtimme cloud can easily click away 1000 SP accounts and send the statement via email every month

How to send statement of account direct from system built-in email

What if we tell you those managing agents that are already on board Realtimme Cloud are enjoying the benefits of direct email SOA feature.
What are you waiting at?

 

Impress your SP how your operation is harnessing technology.

 

Writer : Choo Hong Peng,
Chartered Accountant,Singapore
Email : choohp@realtimme.net

19/10/2020