eSitZ
  • Build client loyalty
  • Cut penalties & aggravation
  • Set it and forget it
  • FAQ
  • Services
  • Design
  • Support
  • Free Sign Up!

Admin Page



Master Postcards









 

 

 

 
   
       
       
       


Upload/Edit Boilerplate Text Quarterly Tax Estimates Extension Deadline Reminder Announce Office Move
<<Firm Name>>
<<Address 1>>
<<City>><<ST>><<Zip>>

Dear <<First Name>>

This is a courtesy reminder to let you know that your next estimate payment is due on <<est date>>. Please attach a check to the estimate voucher we provided for you and keep this courtesy card as a receipt with your year-end tax records.

Date Paid____________

Federal Amt______ State Amt_______


   
<<Firm Name>>
<<Address 1>>
<<City>><<ST>><<Zip>>

Dear <<First Name>>

This is a courtesy reminder to let you know that your next estimate payment is due on <<est date>>. Please attach a check to the estimate voucher we provided for you and keep this courtesy card as a receipt with your year-end tax records.

Date Paid____________

Federal Amt______ State Amt_______


   
<<Firm Name>>
<<Address 1>>
<<City>><<ST>><<Zip>>

Dear <<First Name>>

This is a courtesy reminder to let you know that your next estimate payment is due on <<est date>>. Please attach a check to the estimate voucher we provided for you and keep this courtesy card as a receipt with your year-end tax records.

Date Paid____________

Federal Amt______ State Amt_______


   

Referral Thank You
   
<<Firm Name>>
<<Address 1>>
<<City>><<ST>><<Zip>>

Dear <<First Name>>

This is a courtesy reminder to let you know that your next estimate payment is due on <<est date>>. Please attach a check to the estimate voucher we provided for you and keep this courtesy card as a receipt with your year-end tax records.

Date Paid____________

Federal Amt______ State Amt_______


   
   


Send Client Email




   




Member List

Firm Name Email
Address
Signup Date Client
Quantity
Last
Mail Date
Next
Mail Date
Re-Generate
Last Mailing
Member
Login
Delete
Member
Active Members                
Curry Drake & Associates joe@currydrake.com 03/01/14 72 04/01/14 06/01/14 Go Go Del
Jones, Kolb & Company teri@joneskolb.com 03/01/14 417 04/01/14 06/01/14 Go Go Del
Gilbert, Wemple, LLC bob@gwcllc.com 03/03/14 112 04/03/14 06/03/14 Go Go Del
Staddon CPAs thearon@staddoncpa.com 03/04/14 37 04/04/14 06/04/14 Go Go Del
Thomas, Knight Trent King & Co. dottie@tktk.com 02/06/14 61 04/26/14   Go Go Del
                 
Inactive Members                
Cotton & Allen PSC sharon@cottonallen.com 03/04/14 0       Go Del
Smith & Wesson, LLC tera@swccpa.com 03/08/14 2       Go Del



Programming notes:
This is the admin page for the employees of eSitz.  This page will allow us to  list all of the members of the service and allow us to send them bulk or individual emails, see their last mailing date, their next mailing date, re-generate the last mailing in the event of a printing failure, login to their member area to upload a custom postcard or delete the member.

Master Postcards
This section allows us to upload and remove card designs that will appear in all of our member accounts.

Upload/Edit Boilerplate Text
This section allows us to upload boilerplate text for cards that will appear in all of our member accounts.

Send Client Email
This section allows us to send html emails to our members

Member List

Firm Name - This section will list all of our members alphabetized by firm name.  (Do not add the members listed above - they are just examples). Members who have sent a mailing in the last year should be listed as "Active Members"  All others will be "Inactive Members".
Email Address: The login email address on the account
Signup Date: The date the member signed up
Client Quantity: The number of clients that this member has entered in their account
Last Mail Date: The most recent date that a job was mailed out for this client
Next Mail Date: The next scheduled date that a job will be mailed out for this client
Re-Generate Last Mailing:  This option will be needed in case of a printer failure or to check for errors in a mailing that went out.
Member Login: This will take us to the member's admin page so that we can upload a custom postcard or check scheduled or archived mailings
Delete Member: This link will delete the member





  • home
  • faqs
  • services
  • design
  • support
  • signup
  • privacy

© 2012 - 2014 eSitz.com, LLC