SMALL OFFICE ADVANTAGE - watch the video
The perfect combination of automation and ease of use
If you're looking for a web-based, easy to use system, for following up with clients, tracking business finances and preparing business taxes, then you've come to the right place!
- BUSINESS BUILDER MODULE
- Contact tracking with personal notes.
- Mail-merge email broadcasting. Send personalized emails to groups of people with a click of your mouse. Email templates included at no additional charge.
- Automated, mail-merge, birthday, anniversary and newsletter emailing. Set and forget!
- Automated schedules of emails and tasks to strengthen customer follow-up, host coaching and new recruit training.
- Email view tracking. See who's viewed your emails and how many times they viewed them.
- Automated To Do list. Sends you email reminders whenever tasks are due.
- Auto-complete invoicing and purchase histories. Invoices can be emailed or printed. Send us your company's logo and we'll put it on top for a professional presentation.
- Sharable calendar. Allows you to share selected events with your team, clients and prospects, while keeping personal events hidden.
- BUSINESS TRACKER MODULE
- Checkbook-simple recordkeeping. Easy, quick and familiar. Perfect for inventory and "no-inventory" businesses.
- Tracking of home office and vehicle deductions.
- Bank and credit card statement importing to minimize data entry.
- Easy tax preparation and perfect Schedule C tax reports. Export records to TurboTax® and TaxCut®, or send your records to our partner accounting firm for a free tax preparation price quote.
- PRICING (BOTH MODULES INCLUDED)
- Small Office Advantage is built with the latest Web 2.0 technologies, providing desktop "look and feel" with the convenience of a web-based solution. Click here to see for yourself what the future of the web is all about!
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