|
CPA
Insider: May 23rd 2011.
Why
you need Credenza Practice Management
Here
are 3 great reasons why you need Credenza,
the innovative professional practice management solution
that runs as a part of Microsoft® Outlook®.
1)
You use Outlook for your email, calendar and contacts
Many
accountants rely on Outlook to manage their emails,
contacts and calendar, but Outlook clearly wasn’t designed
with accountants in mind. Credenza extends Outlook and
turns it into a professional practice management tool.
As
an accountant you need to be able to keep track of everything
you do for each of your client files. This is where
Credenza comes in. Designed to fit seamlessly into your
practice, Credenza enhances every aspect of Outlook
while adding many new capabilities.
Credenza
lets you organize all Outlook information (emails, appointments,
tasks, notes and contacts) around client files or projects.
It can also track documents, notes of phone calls, research
and any custom information by client file, plus it can
keep track of the time spent on each activity. The key
to the program is that it runs as part of Outlook, so
there isn’t any duplication of entry. For instance,
when you are looking at a client file, you are actually
seeing the appointment that is in your Outlook calendar,
or the email message that the client sent in. And you
can see it either in your normal inbox, or in the client
file it relates to.
Credenza
makes it easy to organize all of your Outlook information
so that you can stay on top of your practice. It builds
on everything you already have in and know about Outlook
– while doing so much more.
2)
You want to be able to work with others
Credenza
turns Outlook into a multi-user practice management
tool. Outlook by itself isn’t designed to share information
with other users. Credenza makes it easy to collaborate
and work together. With Credenza you can share what
you want with others in your practice by setting up
a Team. This could be you and your assistant, your workgroup,
or your firm of hundreds of users.
When
you choose to work with other users, Credenza takes
advantage of a secure hosted central database to facilitate
the sharing of information. This means that, as long
as you can connect to the Internet, you can share information
with your fellow team members. You also get peace of
mind knowing that your information is hosted and backed
up in a secure Microsoft Data Center and always safe.
Credenza
runs in Outlook where you already spend a big chunk
of your day. With a central database you can collaborate
from anywhere in the world, and have all the advantages
of a cloud application. By leveraging Outlook, Credenza
provides far deeper functionality than any browser-based
practice management tool ever could. The result is the
best of both worlds.
3)
You need to keep your costs down
Credenza
is true multi-user practice management that won’t cost
you a fortune. Credenza includes all the features you
need to manage you practice inside Outlook, but is offered
as a low-cost pay-as-you-go monthly subscription. There
is no contract to sign, and you can cancel at any time.
With
Credenza you get free updates so you are always running
the most recent version. Your subscription also includes
unlimited email technical support, access to the knowledgebase
and trouble shooter, and regular notices about tips
and tricks.
Simply
download and install the fully-functional trial version
to try it out before you buy. If you like it, and we
think you will, you can license it for only $9.95 as
a single user, or $19.95 as a team member.
See
Credenza in Action
Download
the fully-functional trial version from the web to try
it out for yourself before you buy 
Watch
the short Overview Video to see it in action
Check out the Feature Tour
for a walk through
Learn
about specific features in the Tutorial Videos
To
learn more visit www.credenzasoft.com
or contact us at any time.
|
