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Product Features
- Maintain complete bio's of clients in one place, including name, address, phone, fax, email address, web site address, tax id, unemployment number, sales tax number, business registration date, client start date, retainer fee, frequency and year end fee. Also includes how this contact became your client to track your marketing.
- Manage and maintain other contact information such as vendors, personal friends, family or any other category you wish to create.
- Track files in your storage room. Search for files by client name, box number, file title, file year, file description, location or a combination of one or more criteria.
- Workflow functions allow you to define for each client- jobs to be done, its frequency and responsible person. Office Manager will keep the due date tracking and will keep you informed of what needs to be done and when.
- Document management module allows you to define for each client documents to be collected. Office Manager keeps a track of what has been received and what is still awaited from client.
- Simple searches and point and click menus.
- Designed by accountants for accountants.
- Customize to manage your practice your way.
- Keep the database on the network file server so that everyone can share the information.
- Year 2000 compliance.
- Technical and professional support with FREE updates.
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To order call 443-259-0091 or e-mail at info@musinc.com
Management Ultimate Solution, Inc.
6851 Oak Hill Lane, Suite 102
Columbia, Maryland 21045, U.S.A.
Phone: 443-259-0091 Fax: 443-259-0095
e-mail: info@musinc.com website: www.musinc.com
Copyright 1997-2002. All Rights Reserved.