New Products


REALTIME BOOKKEEPING ManageComm has launched the Real Time Bookkeeping System for automating bookkeeping in QuickBooks,

It creates a virtual office for bookkeepers and small business clients that contains a suite of Internet-based applications. At the center is the e-Dashboard, a workflow management system featuring remote access to QuickBooks, an interactive graphical user interface and an integrated paperless document management system for storing, retrieving and distributing information related to each client.

Price: Starts at $10,499. ManageComm: (888) 869-0076.

Partner Insights


Version 3.05 of AccuFund's Accounting Suite enhances the Purchasing and Requisitions modules and adds a Budget Development module, that can make projections and display changes.

Notes providing explanations for changes can be added to any line item. Quick Reports allow for printing any screen, including budgets, in Microsoft Excel. Demographics now can be defined for purchase orders and tracking of client expenses, and requisition items can be placed on Budget Hold. Toolbar modifications include the ability to generate an audit log of activity.

Price: Starts at $2,995 (Standard); $6,595 (Professional). AccuFund: (877) 872-2228.

MAS 90 AND 200

Version 4.2 of Sage MAS 90 and MAS 200 delivers business intelligence and personalization features meant to be easily customizable for small and midsize companies.

Business Insights Explorer provides quick analysis and integration into SageCRM, SalesLogix, Act and the Fixed Assets management module. An Explore option performs extensive investigations into related data records. Task management eliminates keystrokes and advanced personalization gives each user the ability to modify entry screens and move infrequently used fields to a secondary grid for occasional updates.

Price: Starts at $3,800. Sage Software: (866) 308-2378.


Version 5.0 of Dynamics NAV (formerly Navision) strengthens several areas including Sales and Purchase Document Approval, Prepayment, Intercompany Purchase Cost Distribution, Inventory Costing, Item Tracking, Jobs and Service Order Handling.

It also adds integration capabilities with Microsoft Office and other Microsoft technologies including Windows Live Local Search online maps, so users can click a button next to the relevant address in Dynamics NAV, like the customer card, see the address highlighted and follow driving directions. Record Links allows users to add links to any Web site or file stored on a document management system.

Price: Starts at $2,250 per user. Microsoft: (888) 477-7989.


Salesforce Wealth Management Edition provides financial advisors with a desktop that includes CRM software tailored for them to control client data.

Know Your Client tracks regulatory mandated information in client records. Client Action Plans define templates for assigning specific tasks to people. Household Management lets users understand the profiles of all household members. Idea Exchange includes a Wealth Management category, where users can comment on application features and interact with product managers in discussion forums.

Price: $500 per user per month. Salesforce: (800) NO-SOFTWARE.


The Microsoft Dynamics Client for Microsoft Office and SharePoint Server package contains a collection of up to 12 self-service applications that are built into those technologies.

These include Time and Attendance for Dynamics GP (formerly Great Plains), Project Time and Expense for Dynamics SL (formerly Solomon), Snap Business Data Lookup for Dynamics AX (formerly Axapta) and FRx WebPort and DrillDown Viewer. Licensing rights let customers and industry partners build their own Office Business Applications, a category of programs where Office becomes the front end for accessing Dynamics' functionality.

Price: Starts at $195 per user. Microsoft: (888) 477-7989.


Adaptive Planning Express Edition On-Demand serves as a free entry-level addition to the company's suite of budgeting, forecasting and reporting tools. There are no restrictions on the duration of use and access is granted for up to 50 users per company.

Get Started Wizard lets small and midsize companies set up plans within hours, and signing up requires a one-click download and installation process. Power user training takes an average of two hours and business user training takes less than 30 minutes. Self-service video training is also available as well as source code for deeper customization.

Price: Free download at Adaptive Planning: (650) 528-7500.


Principia Asset Allocation module incorporates Ibbotson Associates' wealth forecasting engine into Morningstar's desktop software for financial advisors.

Users can create individualized asset allocation strategies based on a client's personal circumstances, including risk tolerance, current assets and future needs. They can simulate the potential performance of both taxable and tax-deferred portfolios, taking into account the impact of inflation, taxes and future savings on a client's wealth level.

Price: $995 per year. Morningstar: (312) 384-4000.


Exact Software's' Exact e-Synergy Release 370 includes features designed to improve workflow and human resource management while increasing information access throughout the enterprise.

Companies can predefine process flow templates and HR personnel can be alerted when certain activity occurs within the system. An RSS aggregator provides users access to syndicated Internet content. They can subscribe to news feeds and indicate how often they want to receive information and view it via the e-Synergy home page. The latest version also adds the ability to automatically email any document within e-Synergy and an option to automatically update the content manager when changes are made.

Price: $1,000 per user. Exact Software: (800) 468-0834, Ext. 2650.


CCH's State Payroll Law Compare provides an online resource for professionals who have to deal with payroll law questions in multiple jurisdictions.

Smart Chart instantly compares multiple state laws on various topics simultaneously in a matrix, and provides summaries and links to the full texts of those laws. Topics include income tax withholding, deposit of withheld tax, electronic funds transfer, interstate employment and reciprocal agreements.

Price: $299 (current payroll subscribers): $399 (standalone). CCH: (888) 224-7377.

SMARTDRAW FOR ACCOUNTING PROFESSIONALS has expanded its business graphics software to meet the specific needs of finance and accounting professionals, incorporating tools such as 22 SmartTemplates designed to help companies minimize fraud and comply with regulatory requirements through improved analysis and documentation of internal financial controls.

There are templates for AP flowcharts, cash control worksheets and responsibility charts.

Price: $197. SmartDraw: (800) 817-4238.


CDC Software has expanded its c360 line of add-on applications for Microsoft Dynamics CRM with four products.

Import Manager imports data from multiple sources. Report Authoring is a report-design tool. Email Marketing allows for campaign preparation, execution, tracking and analysis. Mobile CRM grants access to CRM via handheld devices on the Windows Mobile platform. Computer Telephony Integration connects telephone systems with Microsoft CRM. It detects incoming phone calls, and automatically displays customized call information.

Price: Starts at $95 per user. CDC Software: (770) 351-9600.


Universal Business Computing Company has upgraded its Unified Payroll Program to include an unlimited number of years of tax controls for federal and state taxes, global mass updates allowing changes to existing or future years and the ability to immediately input future-year tax changes.

Tax forms can be reprinted for any past period and year-end maintenance can be performed regardless of which year the client is in. A new Payroll Entry Grid features one-screen access to current period payroll entry fields.

Price: Starts at $2,800 (Basic Payroll Processing). UBCC: (800) 827-8610.


BNA's tax news and analysis, providing to law firms using Checkpoint can access more than 400 BNA Tax Management Portfolios.

These cover federal, state and international tax topics and integrate with Checkpoint's research and content tools. They can access to news services including the Daily Tax Report, which monitors major domestic and international tax developments.

Price: $1,973 (CPA firms with five or less users) BNA: (800) 372-1033.

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