Client And Task Tracking System

Client-&-Task-Tracking-system-300x169

Relax!  All the info you need
is in one place!

 

An organizational tool built for the TPA

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At a glance views of your filing deadlines, events, tasks and staff schedules.All in one place – clients, cases & contacts.
Produce a variety of prepared reports or create custom reports.

Keep track of projects and tasks by client and by administrator.

Manage case projects and their associated tasks by using project templates or creating your own custom templates.

Create unlimited custom fields!
Find cases based on the plan spec criteria you specify.Query sub-sets of clients, for example:
based on plan year end or safe
harbor status.

CATTS is integrated with ASC’s Plan Documents, 5500 and DC/401(k) Systems!
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