for the accounting team to take in trust funds for your clients
How Does Checkbox Automate This?
1. Allow employees to access the tool to submit trust requests from their company portal
A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.
2. Qualify the trust request and enable self-service for requests which don't require approvers
In-built business logic points business users to the appropriate resource or approver.
3. Streamline the approval process
Automate the request for approval and any email reminders which prompt users.
4. Centrally track progress and view data using dashboards
Gain data across all requests submitted, view their real-time status and send reminders from one location.
5. Automatically route data and documents to third-party systems
Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.