Merge information from your ProSeries client files into letters, labels, reports and contact management tools. Create customized letters that target selected clients based on criteria you define. Fit information into most Avery label formats. Use form letters for common client correspondence. Customizable reports Use pre-formatted reports for commonly needed client information.
Updates reports automatically.
Integrated contact management View all clients' telephone numbers and addresses. Customize correspondence to all contacts. Import names and addresses from ProSeries data files. Calendar View upcoming events by day or month. Keep reminder notes.