ESIC Eligibility
including the generation of a letter of advice
Key Features
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User Self-service
Provide a self-serve tool that collects the information required to assess the eligibility for ESIC tax concessions.
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Calculations & Weighted Scoring
Facilitate complex calculations including weighted scoring and preset matrices to automatically score each situation.
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Letter Generation
Automatically generate and send a final letter of advice to the customer.
Benefits
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High ROI and scalability
Increase profit margins and serve a larger volume of clients at a much higher turnaround rate.
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Create competitive advantage
Win market share by providing a 24/7 digital self serve solution at a competitive price point enabled by productization.
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Automate process work
Skip manual data collection and write up advice to increase efficiency and focus on high value work.
How Does Checkbox Automate This?
1. Conduct an end-to-end eligibility test using dynamic smart forms
Use self-serve dynamic smart forms to collect all the information you need to determine eligibility for ESIC tax concessions.
2. Automatically determine ESIC eligibility
Use custom logic and decisioning built into the app to determine eligibility outcomes.
3. Automatically generate a final letter of advice
Automatically populate a document template to generate a bespoke letter of advice, styled and ready to go.