Finance & Tax App Template

Trust Requests

Automate the collection of trust request information
for the accounting team to take in trust funds for your clients
Automate the collection of trust request information for the accounting team to take in trust funds for your clients

Key Features

  • User Self-service

    Provide an intuitive tool for any business user to log a submission for trust queries, and produce trust monies requisition forms.

  • Approval Conditions

    Automatically involve the correct approvers with pre-determined approval conditions.

  • Document Generation

    Automatically generate bespoke trust requisitions with correct information and format, including dynamic tables.

Benefits

  • Focus on high-value work

    Minimise the time required to collect information related to the trust request.

  • Effortlessly re-use data in downstream systems

    Avoid re-key inefficiencies by automatically storing data and documents in third-party document management or accounting systems.

  • Improve maintainability

    Through no-code, logic or formatting changes can be easily reflected in the underlying master template which all trust requisition forms are generated from.

How Does Checkbox Automate This?

1. Allow employees to access the tool to submit trust requests from their company portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Qualify the trust request and enable self-service for requests which don't require approvers

In-built business logic points business users to the appropriate resource or approver.

3. Streamline the approval process

Automate the request for approval and any email reminders which prompt users.

4. Centrally track progress and view data using dashboards

Gain data across all requests submitted, view their real-time status and send reminders from one location.

5. Automatically route data and documents to third-party systems

Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.

See It Live Now

Access our App Template or request a free personalised demo today