Q. Why are you offering this service? Can't I do this on my own?

A. Good question, I needed a faster way to access the client files when lines needed to be increased without opening my in-house server to possible outside intrusions and digging through file cabinets that were packed to brim and not an ounce of room for another cabinet. I found I waste more time looking for those files that might be in the cabinet, on the clerks desk, or located somewhere within upper managements possesion. Most companies run mean and lean and a Credit Department is congested with paper. Setting this system up allowed the financial officer access to the same file information that I had. Now when I'm out on the road or at my desk I can see with a couple of clicks if I have enough information to support that increase or send documents for the needed updates to increase a line. Can you do this yourself? Sure but why go through the trouble of writing the software, partitioning for storage, and opening your server for access?

Q. How can I tell which services I need?

A. The best way to tell which of the services you would like is to compare what is in your file drawers now. I've had accounts that start with the basic and receive their returns to their office fax. Some only use our services to store their tax certificates in preparation of their next tax audit. Others have chosen the expanded services to complete their electronic file system. We've given you the opportunity to choose a package that you feel comfortable with.

Q. If my Customers Credit Information is going to you then how do I get a copy?

A. We will both get a copy of the Completed Credit Application/Tax Cert/References. When the information is retrieved a copy is sent to your specified email. You see it as soon as we see it. We will auto send out your Bank Reference as this needs a copy of the Credit Application to be sent with it, However if you have Adobe 8 we can show you how to attach the needed documents for faxing. We do not expect you to learn new software and will auto send this document unless you have a version of PDF Writer available to you.

Q. What is the easiest way to get my credit applications and certificates that I have in house to you?

A. Ideally you would want the most current information on file. Depending on the state you may need to update your certificates yearly however most states suggest you do this every three years AND retain prior exemptions for Audit Review. The best choice would be to send out a mass mailing (electronically of course) for an updated Credit Application and Certificate which would provide them with the electronic fax number for return. You can fax or you can overnight these documents to us and we will scan them for your files. You can also update your files monthly staying within your Package.

Q. How will you sort our files?

A. Once logged in your browser will display Five folders assigned to your account. The first folder is your Master Account Folder, This folder "stores" your documents that you fax out. You will make a choice as to have your Credit Applications and Certificates along with any Credit/Bank references stored there. Your second folder is your Tax Folder. This will have a folder for each state that you receive tax information on. The third folder is your Pending folder. Everything you have faxed out is stored in this folder. The Fourth Folder holds your Completed Credit Applications minus the Cover Sheet. The File name is sorted by Account Name and will maintain a Date. It will also include an abbrieviation for Tax Status. TE – Tax Exempt, STE – Specified Tax Exempt, T – Taxable. This is only included on the Advanced Service.

Q. Why are you adding a date?

A. I needed to see how old the last information received was for that customer when I logged in without opening the document. The main folder will have the date of the credit information update; the tax folder will have the date of the last updated tax form that you requested. Your tax folder will have a PDF for each account submitted, that PDF will contain all tax updates attached as an auditor may ask for them. The most recent will be the first page of that PDF again this is sorted in Alpha by State listed on the returned documents.

Q. How can I access this information when I am out of office?

A. You can sign in using your secure login at any time from any web browser. We will be working on making this site accessible on other devices such as the IPhone.

Q. My customers never complete their applications with fax numbers, how do you obtain them if I’ve signed up for the Advanced Service?

A. The clerk assigned to your account will obtain them by calling the number provided. They will use the *67 phone feature to block caller ID and request the fax number to the companies Credit Department. We work for you so there is never a need to see the Credit Clerks Logo, phone numbers, or forms. If asked they will respond they are sending a required document for New or Updating Account setup.

Q. Some of my accounts like a fax while others like an email. Can I send my documents either way?

A. Yes you can! That is one of the great features of using our web-based system. As you view our Flash Presentation you will see that you actually edit your forms online then save a copy to your desktop. You can then upload to your master file for faxing or attach the document to your email, or both! We offer an email feature within the browser and you can set up an address book. Our online email is best used when you are away from your preferred email client.

Q. I signed up for your Advance Service. Can you use our documents instead of yours?

A. We always use the documents that are in your Master Folder. We have formatted them with your company information only. We only format the documents you send into Editable PDF’s. You are in Control of every document that is stored in your Master Folder. Even with the Basic Service you will  receive an Editable PDF that you can fax or email.

Q. I prefer to do my own faxing but can I have a clerk do this for me when I go on vacation?

A. Yes, for a fee we can assign your clerk the extra duties during that time. We have several clerks working throughout the day receiving and uploading documents.

Q. I don't want to put my card or pay over the internet?

A. Just let us know and we will call you to set up your account. If you have questions just click on the Contact Link and provide a return email with contact name and phone and we will be happy to call or email you. We respect your privacy and enjoy ours as well. Please note we are on Central Time of 8am – 5pm. However we have staff that will be working on 2nd shift. 

Q. I am more then ready to sign up for this service. How do I get started?

A. Great! You can click on one of the Subscription icons and choose the Subscribe icon that falls within the range you require. You can then Register. Your registration will take effect after payment is received. Again if you have question please feel free to click on the contact page and send us a note.