Customer Portal

“The key difference between Teslar and the other portal providers out there is in its handling of existing customers. Managing new customers is straightforward—they have no existing records with us and need to provide everything from scratch—nothing easier. We could probably code that ourselves this afternoon. But dealing with existing customers, renewals, or a new piece of business with existing customers presents a more complex challenge. It requires an understanding of what information we already have and what additional data we need. But knowing what we don’t need is equally important. There’s nothing more embarrassing than asking for the tax return they’ve already given you.”