Finance & Tax App Template

ESIC Eligibility

Automate the end-to-end eligibility test for ESIC tax concessions
including the generation of a letter of advice
Automate the end-to-end eligibility test for ESIC tax concessions including the generation of a letter of advice

Key Features

  • User Self-service

    Provide a self-serve tool that collects the information required to assess the eligibility for ESIC tax concessions.

  • Calculations & Weighted Scoring

    Facilitate complex calculations including weighted scoring and preset matrices to automatically score each situation.

  • Letter Generation

    Automatically generate and send a final letter of advice to the customer.

Benefits

  • High ROI and scalability

    Increase profit margins and serve a larger volume of clients at a much higher turnaround rate.

  • Create competitive advantage

    Win market share by providing a 24/7 digital self serve solution at a competitive price point enabled by productization.

  • Automate process work

    Skip manual data collection and write up advice to increase efficiency and focus on high value work.

How Does Checkbox Automate This?

1. Conduct an end-to-end eligibility test using dynamic smart forms

Use self-serve dynamic smart forms to collect all the information you need to determine eligibility for ESIC tax concessions.

2. Automatically determine ESIC eligibility

Use custom logic and decisioning built into the app to determine eligibility outcomes.

3. Automatically generate a final letter of advice

Automatically populate a document template to generate a bespoke letter of advice, styled and ready to go.

See It Live Now

Access our App Template or see it in action now