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Tax Records Document Management
 Organizing tax appraisals, assessment documents, legal files, plus managing all tax-related correspondence can overwhelm even the most efficient tax office. CCR, Inc.’s Tax Department Records Document Management system organizes, manages and consolidates all tax record documents. Everyone from appraisers to clerical workers to supervisors will benefit from the on-line, instant access.
WinOcular combines scanned documents, electronic correspondence, MS-Office documents –ALL data types, into objects that are filed, organized and stored in the HDRDM system. This means that you can retrieve and view all documents and information in seconds. Whether the document is an image of a citation, legal document, or correspondence such as letters or faxes, all of the information can be centrally organized and managed within the WinOcular system.
The status of any tax issue is a mouse click away
Simply enter the taxpayer´s account number, tax identification number, and property location (or whatever criteria is appropriate to your search!) to retrieve a list of all documents and related information. You’ll instantly receive a list of all images and documents associated with the issue and then can view or print the documents as appropriate.
The electronic access to all case data saves time and improves the record management process.
Special Features:
- Variable user-defined index fields by subject type
- Field validation for critical index fields
- User-defined Subject & Document types
- Powerful index-field queries
- Save queries for re-use
- Record storage in standard Image File Formats along with Word Processing & text formats
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 All tax records and documents are collected into one database easily accessed by multiple users- Simplifies the search and retrieval of all records and associated files and documents
- Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information
- Folders cannot be lost or misfiled
- Guards against losing or misplacing individual documents
- Enhanced security levels protect documents from unauthorized users
- Eliminates the burden of paper storage
- Integrates with all other WinOcular products
- Customization available to tailor to your specific needs
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