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Client information form in Title/Summary

TaxTools

Client information is mapped directly onto the form. Multiple versions of a form may be saved for a client. Forms print exactly as they appear on screen. Most forms can be e-mailed as a PDF. Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules.

Publisher: CFS Tax Software Inc.
Home page: www.taxtools.com
Last updated: April 28th, 2012

BulletProof FTP Client

This application is a useful FTP program to transfer files form user PC to FTP servers (web) and viceversa. Files can be downloaded in any order and from any directory or folder of the FTP web site. The application can perform searches by browsing local and FTP sites, even off line

Publisher: BulletProof Software LLC
Home page: www.bpftp.com
Last updated: March 3rd, 2008

Anexgate VPN Client

An SSL VPN (Secure Sockets Layer virtual private network) is a form of VPN that can be used with a standard Web browser.In contrast to the traditional Internet Protocol Security (IPsec) VPN, an SSL VPN does not require the installation of specialized client software on the end user's computer.

Publisher: AnexGATE
Home page: www.Anexgate.com
Last updated: November 16th, 2011

Client information form in Description

TaxTools 2014

TaxTools 2014 is a powerful tax planning, retirement and financial program. It provides hundreds of tax forms such as SS-4, Power of Attorney and Offer in Compromise. The client information is mapped directly onto the form so multiple versions of a form may be saved for a client. It also includes financial calculators like Mutual Fund Average Cost Basis, Loan and Investment modules.

Publisher: CFS Tax Software, Inc.
Home page: www.taxtools.com
Last updated: May 27th, 2015

Assante eForms Online

It allows the users to fill in the blanks electronically and has smart links to leading contact and client management software. The program allows client information such as name, address, DOB and SIN to be imported directly from contact management software such as ACTION or Goldmine to any pre-selected form. Dealer and representative information is also imported.

Publisher: Assante Corporation.
Home page: www.assante.scantechcorp.com
Last updated: June 8th, 2012

Pet Sitting Administrator Demo

From the start Pet Sitting Administrator allows you to manage your client base. Detailed client lists, advertising source count reporting, track advertising success with market area coverage reports. Keep detailed client information from directions to the clients house, to pet's birthdays and feeding times. Clients links with our form letter designer Letters.

Publisher: Eclipse Development, Inc
Last updated: November 29th, 2011

ScheduFlow

Create a repeat lunch block every day, a consult on the first Tuesday of the month, or a yearly birthday for an important client. No matter how simple or complex your business is, ScheduFlow can handle it all. Save time and money by taking the most frequent appointments and customizing them as you please.

Publisher: Duoserve, Inc.
Home page: www.duoserve.com
Last updated: February 11th, 2018

Lucid Time Sheet

Record Hours Worked. Record Business Mileage. Record Client Information. Record Agent Information. Record Project Information. Record Purchase Order Information.

Publisher: Lucid Enterprises, Inc
Home page: www.lucidcc.com
Last updated: August 25th, 2015

Additional Client information form selection

Cat

CAT Tasks is Business Management Software that will take your business to the next level. Everything your business needs in one application. CRM, Project Management, Time Management and Accounting.

Publisher: [redPill]
Last updated: September 11th, 2017

SSA Benefit Calculator

SSA Benefit Calculator is a handy tool developed by the Social Security Administration of the United States of America to help contributors to calculate, or better said estimate, their social benefits. As obvious as it may sound, this tool is only useful for people who have a social security number.

Publisher: Social Security Administration
Last updated: March 29th, 2014

Infotriever

Infotriever is a easy to use software that allows you to give your travelers the ultimate levels of service and satisfaction . You can automatically update their travel itineraries, directly in their calendars! It has a user-friendly interface and it is easy to downlad.

Publisher: Infotriever, Inc.
Last updated: January 28th, 2011

Lacerte DMS

It is an application which allows you to store and access your critical client files faster, easier and more securely. Main Features: - Lower operating costs by reducing the need for printing, filing, re-filing and storing physical files. - Store any type of client information: including tax returns, letters and hand-written notes.

Publisher: Lacerte Software Corporation
Last updated: April 11th, 2013

Payment Book

Payment Book is a system for printing payment coupons, deposit slips and pre-paid tickets. Payment Book provides a form for entering client information and payment details, and a Pay To/Payment Information form for entering the person or company to make payment to.

Publisher: Information Services, Inc.
Last updated: October 30th, 2017

Enrollment System

Enrollment System is a complete enrollment system that can be used in recording a students information. Enrollment System features are: -Automatic loading of subject/course from Regular Load table in Student's Information form under the School Year & Course tab. -A dataset in Student's Information form. -A combobox inside a grid. -Regula Load masterfile. -Advance reports using stored procedure.

Publisher: Enrollment System
Last updated: June 9th, 2010

Coupon Book

Coupon Book is a system for printing payment coupons. Coupon Book provides a form for entering client information and payment details, and a Pay To/Payment Information form for entering the person or company to make payment to. Registration benefits include customization of Payment Book to include your Company Logo on the printed payment stubs.

Publisher: Information Services, Inc.
Last updated: August 16th, 2012

SaralGst Migration

SaralGst Migration enables you to manage all your client registrations at GST Portal without worrying about session expiry and repeated entries. Saral GST registration utility helps you in proper validation of data, saving it, and then uploading it to GST Portal at your convenience.

Publisher: Relyon Softech Ltd
Home page: www.saralgst.com
Last updated: September 21st, 2017

QuickDelete

QuickDelete 3.1 is an e-mail utility capable of deleting e-mails from POP3 server. QuickDelete deletes e-mails from POP3 servers without downloading them. This great e-mail tool deletes large or damaged e-mails from without any need to call technical support. QuickDelete works on Windows platform.

Publisher: Yeti-Soft
Last updated: March 25th, 2008

Copy2Contact

Copy2Contact translates the meaningful text from any e-mail, website, or other application into Contact, Calendar, Task, and Note items for Microsoft Outlook, Palm Desktop, Agendus for Windows, Salesforce.com, and NetSuite. It eliminates errors and wasted time by grabbing an entire contact or appointment at once, right off the screen and into contact, calendar, and CRM software, without retyping.

Publisher: Anagram Technologies
Home page: www.copy2contact.com
Last updated: August 31st, 2016