Document Management & Workflow Blog

19 Oct 2020 Colin Graf

Digital Mailroom Solutions vs. a Taxing Paper Clog

Two people sorting through tax paperwork

Growing a business built on helping clients obtain IRS debt relief takes more than tax savvy and a track record of good results.

You also need a system that facilitates faster debt resolution and lets you work without leaving you mired in paper.

Even in a digital age, debts and paper mail can be an inseparable combination. And retrieving, opening and scanning paper IRS notices can cost you a lot in storage fees and take up a lot of employee time, energy, and office space.

Fortunately, adopting advanced digital solutions can free you of these challenges that so many tax resolution and settlement companies face.

The Information You Need, When and Where You Need It

When you put state-of-the-art digital solutions to work, you can save time, devote more of your resources to fighting for your clients, resolve cases faster and grow your business—whether you’re onsite or working remotely.

At MetaSource, our solution for tax debt relief processing combines outsourced mail services with high-speed scanning, automatic data extraction of critical documents like IRS Notices and enterprise content management to create an industry-leading, end-to-end digital mailroom solution. MetaSource’s digital mailroom can replace your mountains of incoming mail with electronic documents that are always at your fingertips, whenever you need them, from wherever you are.

With our virtual mailroom and content management services, all of your client data, including emails, faxes, paper tax notices, legal documents, invoices and correspondences are ingested into one client record, integrated with your CRM. The result? An easily searchable, secure repository for all your critical documents.

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Click here to learn how we implemented a similar system that enabled a national debt consolidation firm to process 1,800 documents a day with no human touch.

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Our digital mailroom solution is a mixture of mail pick-up services, document scanning, optical character recognition (OCR) and workflow management technology designed to put your documents and data to work for you quickly, accurately and securely.

If you still have a mailroom staff manually opening, scanning and processing mail, consider what your business might look like if those staff members were free to complete more valuable tasks. By letting technology take over the time consuming, repetitive work of managing paper documents, you can:

  • Decrease resource and time allocation by 80%
  • Automatically match documents to client records in your CRM
  • Eliminate data discrepancies
  • Process and index paper and electronic mail within 24 hours of receipt
  • Obtain secure, outsourced document retention and shredding services
  • Access our documents directly from your CRM or system of record repository
  • Enhance document security by reducing the number of people who handle your mail
  • Significantly improve your speed to onboarding clients, resolution and settlement

Put Yourself on the Path to Digital Efficiency

As a leading provider of technology, mailroom and content management platforms for a wide array of financial, mortgage, government, healthcare, retail, transportation and professional services clients, MetaSource has the experience and the expertise to help you achieve your tax debt relief goals, allowing you to gain more clients without hiring more people. We can assist you in leveraging the right digital solutions for increased productivity, reduced errors and better decision making. Our processes are reliable, secure and compliant with PCI 3.2.1, SOC 2 Type II, HIPAA and GDPR.

To learn more about our virtual mail and document management solutions for tax debt relief providers, give us a call or click on the link below.

Contact us to learn more about digital mailroom solutions