Clear and timely information for your clients is crucial to build a a successful relationship. Client View is a real-time integration for TCS allowing clients to make secure account inquiries, view account and packet-member detail, automatically place new accounts and review a wide array of standard and custom reports. Client View’s automation provides productivity gains for the agency; its real-time data provides a vastly improved experience for the client.
One size does not fit all. With Client View, agencies have access to standard default templates or the ability to easily configure fields, labels and screen views to address the unique needs of their clients.
New placements entered via Client View can be automatically uploaded into The Collector System with the click of a button.
Share custom reports with your clients or provide them almost unlimited options to design reports that meet their unique needs.
Secure Messaging within Client View provides a secure means for agency and client communication. Secure attachments can be included and all users are notified automatically of awaiting messages when not logged into Client View.
Client View provides a secure client interface into The Collector System without the need or expense of data storage fees.
In addition to TCS statements and reports, external files you want to store can be indexed by client and made available 24/7…
Each client has secure access to their authorized accounts and reports. Clients can instantly access their account reports online from any web browser and multiple people can access reports simultaneously. Report Archiver is also a valuable tool for agencies, providing access to critical agency reports, such as agency performance, collector performance and daily transactions.
Automatic email notification can be sent to each client notifying them when a new report or statement is available. Clients can follow a link embedded in their automatic notification to securely view any archived report online from any web browser.
Report Archiver lets you combine text and preprinted forms for any report. Users can define report profiles for custom reports and reports can be displayed in plain text or PDF format.
Report Archiver allows you to reduce client dependence on hard copy reports, reducing agency costs associated with report printing, mailing and storage. Report Archiver also eliminates the costs associated with electronic data storage fees.