Category Archives: Business Licensing Software

Citizenserve Online Cashiering Services

Demonstration of Citizenserve Cashiering  Services

This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.

These cashiering services, and much more, are offered in the Citizenserve e-government solution.

  • Assigning rights and access to Fee Tracking and Edit Payments
  • Multiple ways to take payments:
    • From within permit
    • From a contact - apply payment to one or more project balances
    • From the citizen portal
  • Audience questions:
    • What if someone wanted to pay for something that isn't a payment or a license? (5:07)
    • How can we batch pay a bundle of checks that are received in the mail?  (Which opened a conversation about their home grown batch payment interface.) (5:39)

Online Business Licensing Software

In Depth Demo of Citizenserve Business Licensing  Services

This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.  In the first few minutes, business office staff describe their current work - to issue multiple types of permits, as well as business licenses.

Business Licenses are just one module offered in the Citizenserve e-government solution.

  • Citizen portal overview - where business owners will apply for a license, citizens can file complaints, contractors can request permits, etc. (01:20)
  • Apply for a business licence through the online portal (7:04)
    • Audience Question:  Can a business that operates within the city, but is not located in the city, are they able to enter an address that isn't in the city database?  (9:38)
    • Audience Question: Our planning department has to sign off, if the applicant enters an address that can't have a business on it, can the system stop it in progress? (12:37)
  • Review Citizenserve Staff Home Page (16:53)
    • My Tasks
    • My Metrics
    • Recent Files
    • Links
  • Open license (that was just submitted on portal)  (18:25)
  • Create new license application over the counter (from Staff Side) (18:50)
  • View property alerts/other files on system (19:25)
  • Modify the assigned workflow route (19:56)
  • Take a payment, recalculate fees, apply manual fees (21:51)
  • Review workflow route (22:45)
  • Complete Application Intake step of Workflow (23:24)
    • Use comments book
  • Print License Certificate (24:27)
    • System conditions
  • Audience question: Where can you enter the business type our fees are driven from this field? (26:46)
  • Audience question:  can Citizenserve process about 2600 renewals at the same time? (28:02)
  • Business License Renewal Report (29:16)
    • Can preview, can add link to home page, can attach copy of report to each file.
    • Report can generate mass mailing, or mass emailing.
  • Audience Question: What about pro-rating fees? (34:00)
  • Audience Question: Auto calculation of Fees - and how not to refund prior year's fees (35:51)
  • Audience Question:  Can we get a case file of all related business license notes, contacts, notices, etc in one packet for collections? (48:48)
  • Audience Question:  What about retention requirements? (How long does Citizenserve keep our files?) (50:01)
  • Audience Question: Can you attach records to a property unrelated to a permit or license?  (55:21)

Online Business Licensing and Tax Software

Business license software, Government tax software, Transient Occupancy Tax Software, TOT Software, Taxpayer Monthly Tax Reporting, Excise Tax Software, City Sales Tax Software, Importing State Tax Reports, Metrics Pending License Reviews, Cannabis Tax Software, California Business Licensing Software, NAICS Codes, Liquor License Software.