Improve efficiency – An organizational tool built for the TPA professional
Manage all your tasks
in one organized place!
in one organized place!
Relax! All the info you need is in one place, organized, accessible and integrated with your ASC DC/401(k) System!
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.
Pricing Information:
$1500 initial licensing and $150 per month.
$1500 initial licensing and $150 per month.
CATTS is integrated with ASC’s Plan Documents, 5500 and DC/401(k) Systems!
Click here for more info
Click here for more info
