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You get more work done in less
time while increasing efficiency and profitability.
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Heritance
System™ modules take only minutes to install, are easy to learn,
and easy to use.
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Quick&Easy®
software is proven and reliable.
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Each module is specifically designed for Microsoft® Windows,
providing ultimate power and functionality.
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Enter client and
accounting information only one time. The
Heritance System incorporates multi-level integration that
shares this data throughout the accounting, and
into reports, plus tax, probate and
other automated forms.
"INTERNAL" INTEGRATION:
Client and accounting information is shared within
the Heritance program and is used over and over to populate accounts,
transactions, distributions, reports including the First and
Final Accounting, and more.
"EXTERNAL" INTEGRATION:
The four individual modules work together hand-in-hand to easily
fill
in currently integrated federal and state tax, probate and other forms, inventories, and beneficiary listings --
without switching between programs or exporting data files.
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The Heritance System saves time, helps to eliminate errors, and
minimizes the drudgery of repetitive typing.
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