Expert in experts

Roth IRA Conversion Expert

CCH, a Wolters Kluwer business

http://cchgroup.com

There are those who study up on complicated issues like the 2010 Roth IRA conversion rules and become experts - and then there are those who spend their time figuring out who the experts are, and how to access them. CCH's new Roth IRA Conversion Expert is a software tool that comes with a Conversion Evaluator that lets you run various client scenarios to determine the best way to take advantage of the rules, as well as guidance on the rules, and practice management tools including client letters, checklists and more. So you can spend hours becoming an expert, or minutes hooking up with the Conversion Expert. Best of all, your clients don't need to know where, exactly, your expertise lies.

Debt dragging you down?

Money Desktop

Money Desktop LLC

www.moneydesktop.com

Not your debt, obviously: You manage your finances better than that, right? Your clients' debt, on the other hand, may be preventing them from investing more in their portfolios and adding to your assets under management. Money Desktop is an online financial-planning program that can help them budget, save and, most important, manage and pay down their debt, thus freeing up money for them to invest (through you, of course). It also includes a Financial Intelligence Tool that shows your clients the financial ramifications of their decisions, and can help you guide them to appropriate investments.

Stepped-up monitoring

SymSure for IDEA

CaseWare IDEA Inc. and SymSure Ltd.

www.audimation.com

The earliest tools for monitoring a business were managers' eyes. But managers have to sleep sometime (and blink frequently), so security cameras allowed managers to keep track of things even when they weren't there. But simply keeping your eyes open and the cameras on isn't enough to spot some kinds of trouble. After all, typing looks like typing, whether what's being typed is a perfectly normal invoice, or the routing number of an employee's secret Cayman Islands account. Hence continuous auditing and monitoring tools like SymSure for IDEA, which examines the details of company transactions and automatically reports exceptions and the sort of fishy stuff that no security camera can. Designed specifically to make continuous auditing and monitoring easier and more cost-efficient to implement, it can be customized for whatever business processes the user wants to monitor, regardless of the underlying system or platform.

Scanning on the go

ImageScan Pro 490i

Ambir Technology Inc.

www.ambir.com

If you're looking to go paperless, you don't want a scanner that takes up as much space as your old filing room. Ambir Technology's new ImageScan Pro 490i is a sleek model with a tiny footprint and the ability to scan both double-sided pages and cards of all kinds. Between its speed, flexibility and light weight, it's good both for in-office use and for taking on client engagements.

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