The EGTRRA Challenge Checklist
How does your current plan document provider compare to AccuDraft? Use the checklist below, and see for yourself!
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Dependency on Software
Do you have to install software on your PC to produce plan documents? If so, the three new versions of
Windows and Word that have been released since GUST are putting you at risk of technical issues.
AccuDraft solutions require NO software of any kind.
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Location Independence
Many vendors tout “Web-based” offerings, but require plug-ins to identify authorized PCs, limiting their
accessibility. AccuDraft’s solution can be utilized from any Internet-enabled PC – even those in public places
like libraries or airports – providing remote or telecommuting users with instant application access.
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Ancillary Document Storage
Creating a “virtual” plan file cabinet can enhance your plan processes. With AccuDraft, all plan-related files
can be stored for immediate retrieval, anytime, anywhere.
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4
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Automated Conversion
Can your vendor automatically convert your existing GUST documents to EGTRRA plans? AccuDraft’s fully automated
conversion solutions eliminate manual data entry by 80% or more – regardless of which plan document provider you
currently use.
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5
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Customized Documents
Can you personalize SPDs and other critical documents like sales agreements? Or do you spend countless hours
cutting and pasting your vendor-provided documents? AccuDraft completely automates all documents – eliminating
the need for manual efforts.
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6
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Reporting
Does your provider enable integrated reporting of plan document data? AccuDraft delivers robust
reporting capabilities that make it easy to “slice and dice” your plan information and dynamically track your
restatement-related document workflows via any Web browser.
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Integration
Can your plan document provider “talk” to other applications like Saleforce.com? AccuDraft’s data integration
capabilities allow you to incorporate information from any other system, virtually eliminating the need to enter
the same data multiple times.
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Pricing
Many providers charge their clients based on the possible number of system users – an approach that can be quite
costly during restatement periods. AccuDraft’s fees are based on the number of actual system users at a given time,
delivering significant savings. And best of all, there is no long term commitment required.
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