A multi-module management system designed by CaseWare International for accounting/legal/professional and finance & insurance companies.
NOTE: Previously called Practice Administration CaseWare International now offers version 2000 of its CaseWare Time,the premier software package for professional accountants. 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.
Created by accountants for accountants, Time can handle any practice-management challenge. In practices both small and large, it’s the ideal tool for simplifying the day-to-day management of your practice.
CaseWare Today is a series of Microsoft Outlook and Exchange forms and objects that integrates seamlessly with CaseWare Time. 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.
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. With intelligent integration, the ‘whole is greater than the sum of the parts’ and greater productivity and new opportunities for extra revenue with additional services are better accomplished.
A 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. When a change has to be made to a client address for example, it can be very time consuming to update all relevant software. Mistakes can be easily made and quite often you cannot remember which entry is the most current.
Today synchronizes information with Time. To enable synchronization, new tabs and fields have been added to the Outlook generic contact form in the following areas:
Today allows easy access of information from Working Papers. You can:
Your Contact List serves as the core of CaseWare Time’s integrated contact-management system. 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. 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. No other practice-management software gives you a comparable range of tools to help you manage your practice and expand your business.
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