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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We transform your conventional documents into engaging and comprehensible interactive experiences. Through our innovative Designed Outcomes approach and our award-winning technology platform, InfoSlips crafts, combines, and disseminates documents that provide rich, interactive, and captivating experiences for your clients. By merging data into interactive documents, we ensure that recipients enjoy an engaging experience. You can distribute these documents through various channels, including email, mobile platforms, and print media. We provide comprehensive reports on document distribution, highlighting failures and tracking how recipients interact with their documents. Additionally, we enrich and update contact information to ensure optimal delivery rates. By enhancing deliverability and leveraging data from multiple sources, we create documents that are both engaging and useful. The scalability of our system allows for the production of millions of documents daily. Recipients can conveniently access their InfoSlip documents from any device, ensuring flexibility and ease of use. Our online real-time Administration Portal offers unparalleled control and visibility over the entire process, facilitating seamless management and oversight. Ultimately, our solutions are designed to enhance communication effectiveness and customer engagement.

Description

PwC's Partner Hub Portal is a modular, web-based solution that standardizes the collection and dissemination of partnership-related information, significantly cutting down the time spent on manual tasks and enhancing risk management. By integrating this platform with our managed service model, we enhance process visibility while optimizing the user experience to further reduce risks. The technology facilitates efficient document delivery, composite handling, and withholding waiver election procedures. It enables the timely and secure issuance of tax-related information through our cutting-edge technology. Moreover, the tailored tool alleviates confusion around state tax election mandates, form distribution, and document support, allowing clients to stay updated on evolving regulations. The Composite module efficiently compiles a partner's elections in accordance with state eligibility criteria regarding residency and entity classification, ultimately generating aggregated reports that aid in compliance efforts. This comprehensive approach not only simplifies processes but also empowers clients with the necessary insights to navigate complex tax landscapes effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Infoslips

Country

South Africa

Website

www.infoslips.com

Vendor Details

Company Name

PwC

Founded

1998

Country

United Kingdom

Website

www.pwc.com/us/en/products/partner-hub.html

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools No 
Compliance Management No 
Deal Management No 
Deal Registration No 
Lead Generation No 
Lead Sharing No 
Partner Onboarding No 
Partner Portal No 
Performance Metrics No 
Rewards Programs No 
Workflow Management No 

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