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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 or contact us at any time.

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CREDENZA is a registered trademark of Credenza Software Inc. Microsoft, Outlook, the Office Logo and Windows are trademarks or registered trademarks of Microsoft Corporation. All other trademarks are the property of their respective owners.