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WELCOME TO

WELCOME TO. Click on Products. Click on online products >> Tax Professionals >> Taxbase Suite : Website >>Read More…. Click on “Register”. Fill in all the registration Information and Click on “ 30 Days Free Trial”.

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WELCOME TO

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  1. WELCOME TO

  2. Click on Products

  3. Click on online products >> Tax Professionals >> Taxbase Suite : Website >>Read More…

  4. Click on “Register”

  5. Fill in all the registration Information and Click on “ 30 Days Free Trial”

  6. On completion of registration you will received this message, Click on Login Now button to proceed

  7. A system generated email will be sent to your email ID you have entered while registration.

  8. Go to www.taxbasesuite.com Fill in User Name and Password and select Login As Admin and Click on Sign In.

  9. Click on Website Icon to configure your webpages.

  10. Click on Administrator Icon.

  11. Click on select >> Edit for editing administrator Details as follows.

  12. Here you can update admin details such as address, phone etc.

  13. Click on Choose Template option to change your website design.

  14. Choose Design for your website. Click on Any template design.

  15. Now click on select this template and Close.

  16. To configure website click on “ Manage Website” Icon.

  17. To manage the website content click on “Website Contents” icon.

  18. Click on Icon to enter the Webpage Contents . Each icon here represents the Webpage of your Website. Click on it and enter the webpage contents which you wish to show on the webpage.

  19. Paste, Write, Edit webpage contents here. Click on choose file to add picture to your webpage

  20. Once you are done with all the webpage contents data entry, to view the website click on “ Website Preview “ Icon. Please Note Your Pop Up Blocker Should be Disabled.

  21. This is your Website Preview

  22. With the help of website customer can send enquiry also. Click on enquiry form to send enquiry.

  23. All Such Enquiries are captured at Admin Log in

  24. An auto generated acknowledgment email will be send to Customer by System

  25. An auto generated email will be send to administrator by System with enquiry details. Also SMS is sent to Admin.

  26. The Website also provides for definition of Customer Groups & Customer Creation along with customer Log in ID & Password through this page. (Taxbase Customers can import the customer master data through Excel Import Export option also. )

  27. Click on Group Definition icon to create New Group or edit existing group. To create customer click on “ Customer Definition” icon.

  28. Click on Group Definition icon to create New Group or edit existing group.

  29. While defining customers one should note following: • Email ID • Password • PAN No. • IT Office Location • Group • These items should be entered properly for DMS and CRM Module to function properly. One can enable the Reminders and Self services for Income Tax. This is used for CRM module to send reminders to customers.

  30. Click on CRM for making settings

  31. The icons are used to configure your CRM settings such as Reminder frequency, Reports of Reminders set, Define Email Templates & Email configuration

  32. Select any Sub area and click on edit to change your message in email Template Text Box and Save.

  33. In the Text Box below you can add the email message given to be sent to customers. Note: SMS can not be editable as its contents are approved by TRAI. So that your sms can even reach to DND Nos. also.

  34. Here you can change Reminder frequency for SMS , Email or Both. Also you can set the no's .of day before of reminder.

  35. This screen will show you reminder summery for reminders set by you.

  36. Please click on New and then enter the email ID from which you wish to send all reminder emails. Also you need to add incoming and outgoing email servers.

  37. THANK YOU !!!

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