MailScan is an optional, additional cost module designed to handle each day's incoming mail without having to sort the documents or deal with them individually. Incoming mail typically includes letters and other documents from clients, ATO documents like Notice of Assessment, etc, relating to clients, and other documents like signed Electronic Lodgement Declarations.
The MailScan module allows HowNow to:
- Control a local scanner to scan documents to a folder
- Split and merge scanned PDF and TIFF documents in a folder
- Import scanned documents (TIFF or PDF) from a folder
- Automatically extract client identification data and other details from these documents
- Optionally, automatically create merge letters based on this information
- Automatically file the scanned documents and merge letters as records
- Optionally, print the merge letters.