Mail merge facility automatically combines data with document templates. Template letters can be selected from the library or created from scratch to produce correspondence.
Bank of Scotland writs and deeds to include bonds of caution, legal rights calculation, discharge and renunciation of legal rights, plus many others, including with the software.
Isokon outputs data directly to HMRC’s own PDF tax forms.
Forms produced include the C1, C5, IHT400 and accompanying schedules, SA900, R185E and many others.
Investment details can be automatically exported to a CREST or Stock Transfer Form where required.
Includes a wealth of reporting options covering all aspects of the estate, to provide information for executors and beneficiaries. Internal management information reports are also available. Reports can be easily customised where required.