TENDIGITS WIRELESS CRM TenDigits Software's Mobile Access gives Blackberry users immediate access to data files stored on Microsoft Customer Relationship Management.

Users can navigate and work on multiple records. Any changes made to the data are immediately saved on the wireless device, as well as the office server. The out-of-the box server can be up and running in as little as two hours.

Price: From $495 per user; plus 20 percent annual upgrade subscription. Ten Digits: (866) 860-7155).

Partner Insights


Users of's 5500 tax software can download relevant data from taxpayer filings going as far back as 2002 with 55 Autofill.

The user enters a taxpayer's identification number on's Web site. All data from the taxpayer's prior 5500s is automatically populated into a working document. The records are available even if the user did not previously use the software. Schedules are delivered immediately to the user in Adobe PDF format, containing all the required bar codes.

Price: Starts at $125 per year for one user to prepare two 5500 Forms. (800) 596-0714.


Navigator 4.0, the latest version of Serenic's not-for-profit accounting line, adds fundraising management, revenue management and time management applications to its array of industry-specific applications.

The package also now offers advanced Web services and XML support that help facilitate deployment of .NET applications for users of Microsoft Sharepoint services.

Price: Ranges from $25,000 to $75,000. Serenic Software: (877) 737-3642.


Syspro's automated debt collecting software, the Collection Solution, can view a summary of all current collection activities and new finance charge options.

The customizable module establishes when the collection process begins based on overdue balances and delinquency of payments. It can also assign overdue invoices to collectors determined by geographic area, customer class, and customer.

Price: Starts at $1,500 (up to four users); $2,400 (16 users). Syspro: (714) 437-1000.


MyBooks Professional, a GAAP-compliant accounting package from Appgen Software Solutions, is now available in one- and two-user versions for Linux, offering both a Linux server and Linux client application, as well as an ODBC server for data access and reporting.

The product supports RedHat, SuSe, and Linspire, and other Linux platforms. MyBooks is designed for both service and inventory-based businesses.

Price: $59 (single user); $99 (two users). Appgen Software Solutions: (253) 650-9905.


Analysis Cubes for Excel incorporate cubes for a variety of accounting software modules, enabling businesses to pull information from the Microsoft SQL Server database while working in Excel.

The software is one of 12 Great Plains Extensions, including an Analysis Cubes Library and an Advanced Analysis Cubes Library as part of a business intelligence foundation layer. That layer also includes Key Performance Indicators for the MBS Business Portal, the Microsoft Office Solution Accelerator for Sarbanes-Oxley, SQL Server 2000 Reports Services Report Packs, and SmartList Builder.

Price: $625 to $7,000 each, depending on module and Great Plains version.

Microsoft Business Solutions: (888) 477-7989.


TrakTime Central's new due-date tracking feature allows users to view expenses, billing, and time tracking all in one place.

The personal time sheet adds a practice management component that has not been offered on Commercial Logic's TrakTime. An optional TrakDate module monitors the status of tax returns and who is to perform what task and by when. TrakTime can be used as a stand-alone package or can be integrated with QuickBooks Pro or QuickBooks Premier.

Price: $295 for a one-time set-up fee, plus $10 per month for each user. Commercial Logic: (800) 654-0425.


Methuselah users gain the ability to complete a financial plan for non-traditional households, with calculations affecting all planning modules, including income tax, estate planning, distribution planning, and Social Security.

The latest edition of the financial planning package also lets users select the content of graph reports. The redesigned income and expenses grid can now be used to pick which income and expenses are included in a planning analysis and to add descriptions to each.

Price: Bronze platform, $49 per month; Gold, $89 per month; Platinum, $129 per month. Unger Software: (888) 864-3776.


The AccountMate Data Wizard imports data from non-AccountMate systems to prevent re-keying information when users install a new AccountMate system.

The software imports information as an Excel or ASCII source file. The wizard sets up master records such as inventory, customer, vendor, and chart of accounts, and also imports beginning balances.

Price: Free to resellers. AccountMate: (800) 877 8896.


Launchpad gives users of RTS-Advantage Accounting System 4.0 the ability to access the application from a central location in either single- or multiple-session mode.

The Windows Printer Interface eliminates the need to "fool" Windows into associating LPT numbers with printers. The system enables users to print to any Windows print device by picking its name from a list. Limitations on printing to low-end inkjet printers have also been removed. The new MegaLook-Up feature can search and view the records in all available sorted orders from a single screen.

Price: $979. Roundtable Software: (352) 253-9779.


Show Me QuickBooks 2005, a reference guide for small business owners, demonstrates the various tasks that can be performed using QuickBooks.

The 432-page book uses specific tasks to illustrate the popular accounting software. Each task includes a screen-by-screen visual that offers step-by-step instruction in print.

The author, Gail Perry, CPA and graduate of Indiana University, has worked in public accounting for more than 20 years. Perry was a senior tax consultant with Deloitte & Touche where she specialized in tax planning services for small businesses.

Price: $21.99. Que Publishing: Phone: (800) 382-3419.


The 2005 PenSoft Payroll Plus Accounting Edition serves accounting firms that process multiple client payrolls, offering tax tables for all states, bank reconciliation, and an invoicing program.

This year's edition has expanded individual employee set-up, check options, and calculation methods, and enhanced payroll data entry. There are more than 100 reports, including user-defined reports.

Price: $2,099 (up to 50 employees). PenSoft Payroll Solutions: (888) 736-7838.


The Total Planning System features redesigned data-entry screens that are intended to be more attractive, but also enable the user to jump from one screen to another via use of a mouse.

The new navigation lets users avoid making unnecessary entries or quick adjustments. The system includes Golden Years, the cash-flow retirement component; Easy Money, a goal-based module; and Strategic Solutions with specialized reporting modules. The three packages can be purchased separately.

Price: Total Planning System, $1,750 (all three modules). Money Tree Software: (877) 421-9815.


Microsoft Point of Sale is designed for single-store retailers that need to track and manage sales, inventory and customer information.

Designed to replace a cash register, Microsoft POS works both with Microsoft Office and with accounting applications such as QuickBooks.

The product has the Windows interface and customizable touch-screen controls. The system can be used out of the box with a store's existing PC and peripherals, or users can purchase hardware and software bundles from other providers. Retailers can use Microsoft Point of Sale out of the box with their existing PC and peripherals or can purchase complete hardware and software bundles from leading technology providers.

Price: $799 per lane (suggested list price). Microsoft: (888) 477-7989.


Version 7.00 of Pension Distribution Planner handles up to five beneficiaries, either after the death of the plan owner or after the death of a spouse after a spousal rollover.

The system handles all of the features found in the Pension Distributors Calculator, including the treatment of required minimum distributions and distributions before the age of 59.5 years. Reports show annual distributions and the life expectancy of each beneficiary, along with the total distributions to each beneficiary and yearly distributions for all beneficiaries.

Price: $249 (download for $229). Brentmark Software: (800) 879-6665.

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