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Seamless
multi-level integration between accounting module, reports, and automated forms.
The
Heritance System™ has set the new standard for software integration,
and provides you and your staff with seamless multi-level integrated
modules.
Client and accounting information is entered only one time. The
Heritance System incorporates multi-level integration that shares
this information throughout the accounting, and into reports, plus
tax, probate and
other automated forms.
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"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.
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"EXTERNAL" INTEGRATION:
The four individual modules work together hand-in-hand to easily
fill
in available integrated federal and state tax, probate and other
forms, inventories, and beneficiary listings -- without
exporting data files or switching between programs.
Your transactions
become more efficient because you are not reentering the same
information. The
Heritance™ module also keeps track of which forms have been
completed for each client. You
stay more organized and become less stressed because you no
longer need to switch between different programs to do the
accounting and forms. |
