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CASEWARE IDEA PRICE UPDATE
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Password-protect all reports and input-screens, thereby ensuring the full security for your system.Generate an invoice as soon as a file is completed (rather than waiting until month’s end), thereby improving cashflow.Export automatically your time-and-billing and accounts-receivable data to your CaseWare Working Papers general ledger.Include with each client list an infinite number of your clients’ contacts (lawyers, banks, insurers, etc.).Find and access documents and reports easily.* Enter all of your contacts – clients, referrals, prospects – into one system, thereby eliminating the need to keep separate contact-databases.Practice Managment CaseWare Time’s Practice-Management Features Allow You To:

CASEWARE IDEA PRICE SOFTWARE

No other practice-management software gives you a comparable range of tools to help you manage your practice and expand your business.

With Time’s sophisticated but user-friendly word-processing and spreadsheet component, you can generate marketing- and form-letters, filtered and addressed to specific clients or contacts. This system provides you with a powerful, flexible means of communicating with your clients, and identifying key clients or contacts for marketing opportunities and other communications. Your Contact List serves as the core of CaseWare Time’s integrated contact-management system.

Set up staff specific tasks and track the activity Using Today within Microsoft Outlook, common information can now be entered and stored in one place and synchronized with Time.

Track client specific working paper engagement issues that are outstanding using the customized task.

Today allows easy access of information from Working Papers.

Staff form – Staff information fields such as Staff number and position.

Contact form – Contact information fields such as Contact number and Type of contact (Lawyer, banker etc.).

Client form - Client information fields such as Client number, Partner, Engagement type and Year End date.

To enable synchronization, new tabs and fields have been added to the Outlook generic contact form in the following areas: Today synchronizes information with Time. Mistakes can be easily made and quite often you cannot remember which entry is the most current.

CASEWARE IDEA PRICE UPDATE

When a change has to be made to a client address for example, it can be very time consuming to update all relevant software. With intelligent integration, the ýwhole is greater than the sum of the partsý and greater productivity and new opportunities for extra revenue with additional services are better accomplished.Ī lot of needless duplication exists when you have to keep client, contact and staff information in several software packages such as accounting, contact management, and email. Rather than including many of the advanced features of Microsoft Outlook and Exchange in the CaseWare products, a much better approach is to integrate these products seamlessly. You can keep information in just one place and take advantage of the tools available in the CaseWare products and Microsoft Outlook, and if using Exchange, the full collaborative groupware features. CaseWare TodayĬaseWare Today is a series of Microsoft Outlook and Exchange forms and objects that integrates seamlessly with CaseWare Time. In practices both small and large, it’s the ideal tool for simplifying the day-to-day management of your practice.

CASEWARE IDEA PRICE PROFESSIONAL

CaseWare International’s Time performs the complex functions an accounting professional requires – but in a simple, easy-to-use manner that doesn’t require a financial background.Ĭreated by accountants for accountants, Time can handle any practice-management challenge.

NOTE: Previously called Practice Administration CaseWare International now offers version 2000 of its CaseWare Time,the premier software package for professional accountants.