Physical mail is still how some of this has to go, and it is still an afternoon of somebody’s week. Compose from the client record, send the batch, and the tracking comes back to the client it went to.
First class and both certified options. Standard class is deliberately not offered, because it is not what any of this is for. Pricing bands by sheet count, and a piece that falls outside one tells you which limit it hit rather than just refusing.
Addresses are checked against real deliverable codes before the batch runs. You correct it on screen instead of finding out three weeks later when it comes back.
Design it once — header, footer, margins, your logo — and it lands on letters, engagement letters and mailed organizers alike.
Scan it and the fields come out into a case: notice code, date, period, proposed amount. Copied exactly as printed and never computed, inferred or tidied up — anything it could not read with confidence is flagged for a human rather than guessed. On an IRS notice a helpful guess is the worst possible feature.
Next: Signatures — 8879s signed and back in the file, without a second vendor.
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