ezTransfer batch processing software is designed to provide a much more efficient way of completing forms in a batch process where a few forms can be populated from databases that contain large number of clients. The forms are automatically populated and saved for further data entry, if required.
A typical application is when a number of advisors move from one dealership to another and new forms have to be filled for the new dealership or company for all of the clients. ezTransfer generates pre-populated forms automatically for selected forms and clients and stores them in a specified directory.
- Saves time and reduces costs of manually filling forms for each client. – Professional looking documents.
- Forms are updated regularly.
- Reduces rejection rate at back-office.
- All fields and check boxes on the forms are active and can be filled using a computer.
- Client information is instantly filled into the fields on the preselected forms from Excel, CSV or MS Access database files.
- Majority of client management systems can export data to these common formats supported by ezTransfer.
- Blank forms are served from our secure servers but the data always stays on local system to meet compliance requirements.
- Your dealer forms can be integrated into ezTransfer (at extra cost).
- Instant access to the most up-to-date forms 24 hours a day and from anywhere.
- Be up and running with ezTransfer within 15 minutes of ordering!
- Tech support available through phone, email, or instant messenger.
- Automatic program revisions and form updates each time you go online.
Call for more information: 604-709-9663.