Set-up
In advance of activating the taxbox™ and/or taxDNA™ service, each product will require a small amount of configuration to ensure that the platform is tailored to meet each client’s specific requirements.
Such set-up tasks include:
- Mapping your insurance products to the classes of business contained in our products
- Configure user permission levels to ensure that the screen layout for each user is tailored to his/her specific requirements/role
- Entering client-specific insurance license information so you only pay taxes in territories where you are licensed
- Adding multiple branches on the system for multinational insurers
- Adding multiple clients on the system for captive managers
These set-ups can be performed by either FiscalSystems or clients themselves (with the requisite training) depending on your appetite for control over the process.
If you would like to discuss further with one of our representatives contact us.
