New Products


ACT BY SAGE 2009 ACT 2009 (version 11) improves Outlook integration, calendar and activity visibility and database search capabilities.

Users can attach multiple emails from different senders and attach them to Act contacts; or copy an Act calendar to an Outlook calendar quickly from the Act toolbar. Users can also perform lookups by part of a name or title, modify searches without starting over and view the last several contact lookups in a query.

Price: $399.99 (Act Premium); $69 per user per year (Act Platinum Care resources for SMBs). Sage Software: (866) 903-0006 or

Partner Insights


The Rapid Configuration Tool shortens deployment time for Microsoft Dynamics GP. Designed to quickly configure core application setup data to meet industry or company-specific needs, the tool uses one of 13 templates created in Excel 2007.

The Rapid Migration Tool converts QuickBooks data to Dynamics GP. Prior to migrating the data, users can modify master records in Excel in order to change inventory item IDs or remove customer records.

Price: No additional charge to partners and customers. Free download at


Monarch BI Server, designed for SMB and departmental users, provides information via the Web in common formats such as Excel.

The application transforms existing reports and other business documents into browser-based or Excel spreadsheet tables, summaries and charts. BI Server does not require database connectivity or programming.

Price: $10,995 per server (five concurrent users). Datawatch: (800) 445-3311.


Intuit Online Payroll enables small business users to enter employees’ hours and the software automatically calculates earnings, taxes and deductions.

They can print paychecks or use free direct deposit. Intuit sends reminders to ensure payroll taxes are paid on time and not subject to fees. The service automatically fills in the latest federal and many state tax forms which users print, sign and mail or can e-pay at no additional cost. It integrates with QuickBooks Pro, Premiere and Enterprise Solutions.

Price: $29.95 per month. Intuit: (866) 820-6382.


Figtree Consulting has designed an interface to RedTail’s electronic data interchange and global data synchronization tools for customers of AccountMate 7.4.

This interface moves EDI purchase orders to AccountMate sales orders. Once items are shipped, the information is passed back to RedTail to generate and transmit an EDI invoice to the trading partner. Enhancements in version 7.4 including an executive summary dashboard, which provides an overview of the company’s most up-to-date financial information and enhanced compatibility with Microsoft Windows Vista.

Price: Startup costs range from $2,000 to $5,000; transactions start at 20 cents each. RedTail: (866) 764-7601 or

CCH Knowledge-Based Single Audits

CCH has introduced a module called Knowledge-Based Single Audits to the Knowledge Tools library for CCH ProSystem fx Engagement and the Accounting Research Manager.

The module helps auditors perform financial statement audits of state and local governments and nonprofit corporations that receive federal government grants or contracts in accordance with GAAS and other standards. It provides more than 175 risk assessment forms and practice aids in the Knowledge-Based Audits methodology. The aids can be customized to the specific circumstances of the entity being audited or the engagement’s specific nature.

Price: $249. CCH: (800) 739-9998.


PayCycle has partnered with The Hartford Financial Services Group to offer pay-as-you-go workers’ compensation integrated into PayCycle’s online payroll.

With XactPAY, businesses automatically pay their workers’ comp insurance premiums one payroll at a time as opposed to making large upfront down-payments and reconciling later. The Hartford calculates the premium amount for that payroll period and withdraws the funds directly from the company’s bank account.

Price: $5 per month per client. PayCycle: (866) 729-2925 or


Timesheet Online gives knowledge workers the ability to track their time and understand project status from anywhere with an Internet connection.

Because it’s a software-as-a-service product, customers do not need their own host machine. The Journyx central data center provides the computing resources to run every customer’s installation of Timesheet Online. The server runs on Windows 2000/2003/XP, AIX, Solaris, Linux and FreeBSD.

Price: Local installations include 10 free user seats. All additional licenses are sold in bundles starting at $3,100. Journyx: (800) 755-9878 or


Emerging Information Systems, which develops NaviPlan and Profiles financial planning software, upgraded both product suites.

Profiles Professional v 9.0 offers retirement scenario features for exploring ways to achieve a client’s retirement accumulation and distribution goals. Advisors can run what-if scenarios on retirement needs, portfolio allocations, plan contributions and other strategies and compare the results with the current plan. Progress reporting capabilities in NaviPlan Standard v. 11.2 facilitate quick updates with reports that illustrate whether a client is on track to meet their financial goals.

Price: NaviPlan Standard $799; Profiles Professional $1,049. EISI: (888) 692-3474.


NetSuite’s flagship CRM product includes features to enhance ease of use with advanced workflows that are now also supported in Firefox 3.

NetSuite CRM+ includes order management, partner management, incentive management and project tracking. Step-wise Assistants allows marketers to segment their target audience for focused campaign execution. Knowledge Management includes a keyword search workflow built into the user interface and customer service reps can now add content for inclusion in the knowledgebase with one click from information already entered for a customer case.

Price: $125 per user per month. NetSuite: (650) 627-1000.


Sage Software partnered with nGenX to provide hosting for Sage Abra, Sage’s human resource management system, in a virtual server environment with full-service IT support for customers who access the software remotely over the Web.

Sage Abra HRMS comprises HR, payroll, benefits training, recruiting and compliance software tools and integrates with MAS 90/200/500, Sage MIP Fund Accounting, Accpac and Timberline Office as well as third-party solutions.

Price: Starts at $175 per month (three-year term). Sage Software: (800) 424-9392.


Paychex customers can automatically enrolling in 401(k) plans. Employers have the choice to automatically enroll all eligible employees or only those who become newly eligible for the plan once it is put into effect.

Once implemented, employees are enrolled 30 days after the eligibility date, allowing them to opt out before payroll deductions are made. They have an additional 90-day opt-out period and can request distribution of any deductions without penalty fees.

Price: No additional fee to Paychex customers. Paychex ranges from $125 to $180 per month plus $5 per participant (1 to 30 employees). Paychex: (800) 322-7292.


MultiTax, a professional tax preparation package designed for Latino and other immigrant taxpayers, offers the ability to prepare and manage multiple tax years simultaneously.

Because many immigrants have not filed taxes or may be years behind in filing their taxes, the package has features including the ability to take basic taxpayer and dependent information and use it in multiple years.

The package is not designed to replace a preparer’s current tax software and does not prepare and efile current year tax returns.

Price: One office, $500 (federal only). Latino Tax Software: (888) 528-8298.


Attach Plus, an add-on for email applications to send password-protected and encrypted attachments, now contains a Group Policy feature that makes it easier for IT departments to restrict or require different employee groups or workstations to use specific Attach Plus features.

Depending on job function, some employees have explicit needs to fill certain encryption requirements and this Group Policy feature eliminates the task of applying settings to each user.

Price: $49.99 (1 to 24 users). Attach Plus: (602) 437-7277 or

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