Robust Features
- Displays scanned documents: wills, letters, email, tax returns, pictures, etc.
- Logical presentation of database information
- Calendar for important due dates, reminders and broadcast memos
- System and user created reminders
- Extensive report capabilities
- Cross reference of related accounts
- Notepads for "free form" comments
- Dynamic drop-down lists speed data entry
- Imports data from external sources
- Provides mailing labels for selected criteria
- Pre-designed checklist input forms
- Simplified backup and restore procedures
- Password protection
- Comprehensive user manual