- Case management software for mac install#
- Case management software for mac password#
- Case management software for mac mac#
Case management software for mac password#
All accounts can also be configured to only allow login from specified IP addresses, and to use your firm's own password requirements. We can also set up Single Sign On, although there is a nominal charge for this. We use Duo Security for two factor authentication, and can work with your IT department to set it up on your account, or we can host it for a fee on our own Duo account. When we perform customizations we make sure that you are very clear about what is required and what it will cost before applying our engineering resources.ĭo you offer 2FA and/or Single Sign On? Do you offer 2FA and/or Single Sign On? EstateWorks is highly configurable, so many of the items that you might think would be customizations are just settings that can be adjusted. We do make customizations, although most of our users don't require it.
The current 'records' are 24 hours and 9 months.Ĭan we customize EstateWorks? Can we customize EstateWorks? Some firms have this done in a week or so, others take longer.
Many firms like to use this as an opportunity for getting some consensus on how they want to formalize their working practices. The rate-limiting step is typically completing the master checklist for Estate Settlement. How long does it take to get up and running? How long does it take to get up and running? Yes, you can upload contacts from Outlook - or from any other system that lets you produce a csv file. You can import security valuation data from EstateVal and Appraise and you can export case information to theįollowing 706 software products: GEMS, Thomson Fast-Tax FPS, Intuit Lacerte, FASTER Systems, CCH ProSystem FX and Lackner 6-in-1.Ĭan I import my contacts from Outlook? Can I import my contacts from Outlook? Which Tax and Valuation programs do you work with? Which Tax and Valuation programs do you work with? You can also create Master Checklists for different types of cases - guardianship, trust administration or entity creation for example. Contacts and details from a Planning case can effortlessly be imported into a subsequent Settlement case. EstateWorks has comprehensive systems for both Estate Planning and Settlement cases.
Case management software for mac install#
There is no software to install or maintain with EstateWorks, however you will need an internet connection to access the service.Ĭan I use EstateWorks with Estate Planning as well as Estate Settlement? Can I use EstateWorks with Estate Planning as well as Estate Settlement?
Case management software for mac mac#
Some functionality such as generation of documents requires either the Mac or Windows version MS Word.Ĭan I use EstateWorks offline? Can I use EstateWorks offline? Yes, you access EstateWorks through a browser (such as Safari, Chrome or Internet Explorer) on a Mac or PC. If your key priority is to find an efficient way of generating probate forms for FL, MA, CT or NY for estate settlementĪnd you are not concerned about checklists, detailed financial tracking or estate planning, you may find ProbatePlus aĬan I use EstateWorks with a Mac? Can I use EstateWorks with a Mac? I'm just looking for state probate forms: am I in the wrong place? I'm just looking for state probate forms: am I in the wrong place?
You'll pay a one-time fee for set-up and training as well as an ongoing commitment based on the number of users or new cases. Ongoing Support & Advanced Training: Access to our experts for help beyond the basics Initial Training: Basic orientation and practical experience Setup & Configuration: Based on how you do business Get Started Our Unique Process for Going LiveĬonfigure EstateWorks around how you want to do business. Set up user-defined notifications as future email reminders.Ĭonfigurable in accordance with your IT security rules. Generate probate and tax forms and your other key documents pre-filed with case data.Īccess individual and firm level calendaring and caseload information on-demand.Ĭapture team members' thoughts and observations on a case with electronic post-it notes and integrated summary sections. Interface with major valuation and Estate Tax preparation products to avoid repeat data entry. Straightforward interface presents data relating to clients, decedents, contacts and financial components. Nudge team members about their impending tasks with weekly emails. Assign task to team members according to case-based rules for the specific type of case.
0 kommentar(er)
