Estate Management
Imagine having all of the tools needed to process an Estate all in one place. Imagine never having to reenter data into a separate tracking or calculating system. Imagine anyone being able to answer questions from Debtors and Creditors without disturbing the Administrator or Trustee.
Ascend allows a firm to set up exactly how it wants Estates to be processed. Ascend then monitors the process of each Estate, produces To Do lists for each employee, overdue lists both by employee and firm wide, tracks Debtor compliance and does it all in an automated manner. Administrative tasks such as tracking post dated cheques, tax documents, etc are all handled by Ascend.
There are too many features to list them all here. Give us a call to arrange a system overview. It will take a couple of hours, can be done over the internet and will leave you with a good understanding of how Ascend can take your Practice to the next level.