Office Tools Pro 2005 Office Tools Pro, a practice management package, incorporates contact management, time and billing, scheduling, document management, due date reporting, and project tracking.
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Call dispatch enables users to send a call record without interrupting staff, and also instantly notifies the designated staff member, allowing the recipient to immediately accept or reject the call.
The document management module now includes a drop folder for adding documents, as well as enhanced filtering capabilities, image rotation, PDF support, work checkpoints with staff initials, and a complete document history.
Price: Starts at $299 per user. Office Tools Pro: (888) 667-8440.
With the current release of Checkpoint, RIA has expanded search capabilities in Tax Alerts, and has improved SECPlus.
RIA Tax Alerts Form/Line Finder directs users to a paragraph in the Tax Return Guides based on the line of the tax return form.
The expanded history of SEC filings lets users find older filings such as corporate bylaws that only need to be filed once. Also included are 11-Ks, and users have the option to restrict the search of SEC filings to a date range.
Form 706 Estate Tax Return Guide for 2004, Form 709 Gift and Tax Return Guide for 2004 have been added to the Tax Guides library.
Price: Starts at $1,000. RIA: (800) 950-1216.
NetSuite's Advanced Forecasting allows businesses to forecast using key metrics and performance indicators.
All forecast projections are presented in a single dashboard view called the Sales Management portlet. The portlet delivers the calculations, the best guess override, and actual projections. Views can be expanded to show details down to individual reps or can be rolled up for summary views of each sales team, by manager. The forecast-by-status report snapshots provide graphical, sales-funnel views into the health of the user's pipeline and forecast based on their sales process and methodology.
Price: $99 per user, per month. NetSuite: (650) 627-1000.
SurePayroll's deduction feature automatically deducts money from employees' checks for a variety of retirement plans, pre-tax insurance, flexible spending accounts, and post-tax insurance and other post-tax deductions.
The earnings feature allows small business customers to have taxes automatically deducted for a variety of fringe benefits, auto allowances, per diem expenses, S corporation earnings, and group term life insurance.
Price: $32.95 per payroll for small businesses with four employees processing semi-monthly. SurePayroll: (877) 954-7873.
BQE Software's Timeslips-to-Bill Quick Conversion automates the task of entering clients and projects.
The software integrates with QuickBooks. It also provides multiple time and expense capture methods, including a multi-instance timer. Users can manage time and expenses via the Web, cell phone, PDA, or email.
Project management includes billing type, status, project-specific invoice format, project bill rate and custom-fee schedules, budgets, budget comparisons, retainers, project dollar maximum, and processing rules.
Price: Free. BQE Software: (888) 245-5669.
QP-SEP Illustrator can design and illustrate contribution allocations under profit sharing, simplified employee pension, and "grandfathered" salary reduction SEP plans.
The 2005 version reflects cost-of-living adjustment increases to the dollar limitations for retirement plans that were announced by the IRS.
The software calculates net earned income, self-employment tax, integration spreads, actual deferral percentage, top-heavy status, and limitations on contributions and their deductibility.
Price: $150. Galactic Consulting: (317) 254-0385.
Profiles+ Professional 7.5
Advanced estate planning features in Profiles+ Professional Version 7.5 calculate multifaceted estate modeling scenarios.
Other estate planning tools included in the latest version are wealth replacement trusts, family-owned businesses, special needs trusts, grantor retained interest trusts, and qualified personal resident trusts.
Price: Starts at $1,250. Financial Profiles: (760) 431-9400.
The BuilderMT wireless Jobsite Field Management application is available to Timberline Office customers.
Jobsite Field Management uses tablet PCs to provide job site supervisors with real-time field access to job schedules, purchase orders, and change orders, along with quality-control checklists, which the supervisor can update as conditions change.
Activities that can be performed remotely include triggering payment approval to accounting, setting up reminders and notes on scheduling activities, viewing supplier contact information, and completing quality control checklists assigned to scheduling activities before completion of an activity.
Price: Starts at $18,500. BuilderMT: (888) 757-1991.
Practice Builder Financial
Practice Builder Financial incorporates a contact manager, automated marketing, practice management tools, financial planning aids, and Text Library Systems' Resource Library of letters, articles, and checklists.
The Automated Marketing Module contains seven pre-written campaigns, three for prospects, and four for clients, consisting of marketing letters and articles combined with phone scripts. Marketing material in the Estate Planning Campaign Module is combined with phone scripts for an 80-week sequence. Tools include an estate planning checklist, will preparation essentials, money management articles, and a tax deduction checklist.
Price: Starts at $595 for a single advisor. Financial Planning Consultants: (800) 666-1656.
Web Resource Library
The Best Software Web Resource Library contains tools and resources partners need for their Web sites.
The library includes new partner and product logos, Web graphics, a Web Resource Guide, and thousands of Web template designs.
The Web template designs are being offered through oneKWeb, a company that helps small and midsized businesses cost-effectively create Web sites. The site design adheres to Best Software's branding standards and guidelines
Price: $1,000 per Web site, one year of hosting, and unlimited emails. Best Software: (866) 308-2378.
Blackbaud's Web-based NetCommunity delivers targeted content to nonprofits' communities using information stored in The Raiser's Edge fundraising system.
By accessing donors' giving histories, the software populates suggested giving levels on online donation forms, asking each person for an appropriately targeted amount.
It allows nonprofits to poll stakeholders about key issues, capturing their opinions and increasing their level of engagement.
Price: Starts at $18,500. Blackbaud: (843) 216-6200.
Advent Partner 4.2 increases allocation flexibility, including two new aggregate modules.
The side pocket module is for reinvesting income, and the locked-in performance module is for incentive fee accruals to show the "change in" performance fee on a periodic basis.
Version 4.2 is comprised of partnership templates for easier set-up of new funds, multiple partner groupings for flexible reporting options, and customizable user authentication. Also included is a version of the Schedule K for 2004.
Price: Starts at $7,500. Advent: (800) 727-0605.
Resource Scheduling and Budgeting
Wind2 Software's Resource Scheduling and Budgeting manages all contract proposals, timekeeping, day-to-day project management, invoicing, and reporting.
Budget and schedule capabilities are available for the user's work breakdown structure, including staff type and employee, project labor, expenses, and subcontractors. Users can view and print Gantt charts, create budgets and schedules by day, week, month, or quarter, and view any team member's availability and utilization. The system updates budgets and schedules with actual labor and expense information, creates multiple budgets for each project, and automatically generates a schedule from an existing budget.
Price: Starts at $900. Wind2Software: (800) 779-4632.
Microsoft Small Business Financials
Microsoft Small Business Financials customizes reports, streamlines order processing and inventory management, and automates scheduled data back-ups.
The product is a rebranded version of Small Business Manager and provides financial management functionality to small businesses with 10 to 49 employees. Users can import data from other applications such as QuickBooks, and will have an upgrade path to Microsoft Small Business Management edition.
It also includes a Microsoft Office Outlook user interface, the ability to import beginning balances, increased report access, bulk order processing, and quote to order.
Price: $995. Microsoft Business Solutions: (888) 477-7877.
MAS 90 4.05
Users of the job costing module in MAS 90/200 Version 4.05 are now able to retrieve and review historical information from the job history file, and users will have the ability to re-open projects that had previously closed.
The payroll includes enhanced validation and default options, voluntary deduction postings, and unlimited earnings codes by department, while accounts payable has the ability to filter payments based on a variety of cash management processes.
Price: Starts at $15,000 for a 10-user system. Best Software: (800) 308-2378.