Insider: January 13th 2011.
better as a Team in Outlook
most accountants you probably use Microsoft® Outlook®
in your office every day for your email and calendaring.
But it could be so much more.
if you could turn Outlook into a practice management
tool designed with you the accountant in mind? With
Credenza you can.
is an innovative product that runs as part of Outlook.
It is designed for accountants and other professionals
who need to organize their information around client
files or projects. It provides much better organization
for email, appointments, tasks, documents, notes, research,
time and phone calls inside Outlook.
Credenza to work in your office
Credenza you can organize all of your work in Outlook
into client files, with a separate file for each client
or project. So in your Outlook calendar you can see
which file each of your appointments is on. The same
goes for contacts, emails, tasks and notes. Plus if
you bill for your time, you can track the time spent
on each activity. Credenza also has a separate files
module, so you can go to one place to see all of your
Outlook information collected together by file. What's
more, you can also track documents, notes of phone calls,
research and any custom information by client file.
All inside Outlook
multi-user practice management
Credenza by yourself, or multiply the benefits by collaborating
with others. Credenza Teams allows firms of any size
to work together, sharing information and collaborating.
While keeping private what is personal. Credenza not
only turns Outlook into a practice management tool,
but a true multi-user one at that.
is a unique 'hybrid cloud' solution. The user interface
is seamlessly embedded in Outlook. So it builds on the
Outlook that you already know, and uses all the information
you already have there. Like Outlook, it can be used
whether online or off. At the same time the Team information
is securely hosted in the cloud, so users can connect
to and work with others anywhere in the world. Thus
Credenza has the main advantages of a cloud application,
and by leveraging Outlook, it provides far deeper functionality
than any browser-based practice management tool ever
could. The result is the best of both worlds.
much does it cost?
is licensed by monthly subscription for $9.95 for single
users, and $19.95 for Team members. You'll make that
back many times over each month through improved efficiency
and organization alone. Your subscription includes all
updates and unlimited email technical support. You can
relax knowing that you are always running the most up-to-date
version. There's no obligation and you can cancel at
any time without penalty.
Credenza for a test drive
Download the fully-functional
trial version from the web to try it out for yourself
before you buy
the short Overview Video to see it in action
Check out the Feature
Tour for a walk through
about specific features in the Tutorial Videos
us any time at firstname.lastname@example.org