New Products


ContactEase ContactEase, a Web-based customer relationship management application, sends mass email messages as if they were personally addressed through its Personalized Mass-eMail Feature.

This version also features browser-based data updates and a new client/matter interface. When prospects become clients their data can be imported directly from the user's ContactEase address book to all of the firm's applications, via use of the client/matter interface.

Price: Starts at $165. Cole Valley Software: (800) 447-1712.

Partner Insights

Ascentis HROffice

Online Leave Requests in HROffice 6.5 handles online leave requests and manager approval, automatically passing requests to the next manager in charge if they are not reviewed in a timely manner.

HROffice and payroll systems are automatically updated if employees take approved leave. OSHA incident tracking and reporting gives users the ability to record work-related injuries and illnesses and produces mandatory reports for OSHA forms 300, 300A, and 301. The new Sarbanes-Oxley Financial Audit Log, lets users enter a specific date range and run a report on all compensation changes that occurred during a specified time period.

Price: $1,000 for up to 25 employees. Ascentis: (800) 229-2713.


XCM, a workflow application, gives professional and administrative staffs the location and status of every project, tasks, or return, and provides access via the Web.

XCM produces a personalized home page for each employee with assigned work delivered via that page, which is populated daily with each person's to-do list. The software tracks all information that enters the system. Customized reporting filters and sorts all information. The system automatically generates emails, notifying employees of a status change on client tax returns.

Price: Annual licensing, $1,000 to $7,000; per-task fee, $3.00. XCM Solutions: (781) 356-5251.

Serenic's DonorVision

DonorVision, operating as a stand-alone application or integrated with the general ledger of Serenic's Navigator suite, manages gift-matching information and organizes communication with donors, as well as tracking affiliations and relationships.

The system manages gifts, gift-matching information, and pledges, and tracks affiliations and relationships, manages mailing groups, and organizes communication with donors.

Price: $15,000 to $50,000, depending upon number of users. Serenic Software (877) 737-3642.

Continuous Auditing

Continuous Auditing: An Operational Model for Internal Auditors, a report from the Institute of Internal Auditors, examines continuous auditing concepts, models, and methodologies.

Authors Mohammad J. Abdolmohammadi and Ahmad Sharbatouglie identify timely information associated with business processes as an important reason for continuous auditing, despite the significant investment. The publication offers different definitions of continuous auditing. It also discusses the embedding of auditing technology in transaction systems.

Price: $75 for IIA members; $90 for non-members. The Institute of Internal Auditors: (877) 867-4957.

Business Plan Pro

Business Plan Pro Social Enterprise Edition prompts users to initiate a non-profit business plan. The software features market analysis, strategy, and implementation as well as sales forecasting.

The application's Plan Review double-checks all the numbers and highlights sections that need additional work. In addition, it checks to see that growth rates for the business are realistic and break-even analysis and cash flow projections are in place.

Price: $199 for registered non-profits and $299 for the general market. Palo Alto Software: (800) 229-7526.

New Horizon's PlanGuru

PlanGuru, Version 7.0 develops forecasts, projections, and budgets for up to five years.

The application automatically creates an integrated balance sheet, income statement, and cash flow without having to enter a single formula. This version offers streamlined set up, new forecasting methods, enhanced cash flow reporting, and the ability to create user-defined ratios. The PlanGuru Consultant Edition includes the three most widely used income-based business valuation methods.

Price: Starts at $199.95. New Horizon Technologies (888) 822-6300.

Softrax BI

Softrax Business Intelligence lets executives and financial professionals analyze data by being able to evaluate time periods, regions, and product lines for analysis; drilling all the way down to individual customers.

What-if scenario-building capabilities enable users to simulate business assumptions over time. Executives can access personalized views of revenue information. Accounting and finance professionals can create executive reports, and change them without the need to use custom reporting. Browser-based, the application is comprised by two products Softrax Revenue Analytics and Softrax Revenue Forecasting.

Price: $12,000. Softrax Corporation: (888) 476-3872.

AvaTax ST for QuickBooks

AvaTax ST for QuickBooks automatically calculates sales tax for more than 8,000 jurisdictions, interfacing with QuickBooks Pro, Premier, and Enterprise. It automatically calculates and applies accurate sales tax rates to each transaction.

The Web-based AvaTax ST automatically creates reports and tax returns. It corrects and validates every address when a new customer, contact or lead is entered down to ZIP+4.

Price: Starts at $9.95 per month with per-transaction and activation fee or $29.95 per month plus activation fee. Avalara: (206) 780-4848.

Cougar Denali

Denali, a new family of accounting software from Cougar Mountain Software, incorporates the Direct Point of Sale module that integrates with back-office accounting.

Denali can be used in companies with multiple locations and can handle a large number of users. The system accepts multiple currencies and different tenders in the same transaction. Users can preview products at a register or order-entry station via an image viewer.

Price: $1,195 per module; $395 per user. Cougar Mountain Software: (800) 388-3038.

RIA Worldwide Tax Law

The addition of Worldwide Tax Law for Europe and Mexico to Checkpoint provides English translations of foreign language statutes for the two new regions added to the international library.

The libraries cover subjects such as income and corporate tax law, VAT, corporation law, trust law, commercial codes, environmental law, money laundering, labor law, and bankruptcy. A number of new volumes from the Financial Accounting Standards Board have also been added to Checkpoint.

Price: Starts at $595. Thomson RIA (800) 950-1216.

Money Tree Software

Money Tree Software's integrated financial planning package, Total Planning System now links to data from third parties.

Connections to data on Albridge Solutions, Microsoft Outlook, Laser App, and Silver Financial Planner allow financial planners to create and update client information, planning documents, and asset holdings. Total Planning System offers professional planners a single data input interface for report modules including goals, cash-flow, and specific client questions. Those client reports include retirement planning, education planning, asset allocation, and estate needs. Fully functional versions of Total Planning Software are available for download at

Price: Starts at $400, plus $150 annual fee (individual module). Money Tree Software: (877) 421-9815.

Exact Globe

The Web-based Exact Globe Enterprise links back-office and front-office operations.

Exact Globe Enterprise integrates with Exact e-Synergy offers users real-time monitoring. There is no need to combine files or upload external reports. Using the Internet, the users across the entire company can access one system for both the front and back- office information. And with data having to only be entered once, re-keying costs can be eliminated.

Price: Starts at $15,000 plus $1,000 per user. Exact Software: (800) 468-0834.

Avanquest FaxTools

Integrated with Microsoft Outlook, FaxTools Network Edition can print, forward, and save faxes, attach multiple documents to a cover page, and add names of recipients directly from the Outlook phonebook.

It can be configured so that the incoming faxes are routed directly to the recipient's email. The system automates volume faxing, enabling users to schedule broadcast for times of day when tariffs are lower or choose a Fax over Internet Protocol transmission. A re-direct module can send faxes to any fax machine or email address.

Price: $295 (three users). Avanquest Software: (720) 330-1451.

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