A new Separate PDF for each Sort option has been added to the Sort tab of both Generate Statements and the Detail Work-in-Process Report.   Read More...


Time Zones are here! Beginning in Version 2020, you can specify your time zone or set it automatically as per Windows settings.   Read More...


Did you know that you can easily review past reconciliation reports when needed, right from the software?   Read More...


Did you know that you can print a report that provides various settings specific to users?   Read More...


Did you know that you can print checks right from the Accounts Payable Software (APS) and Trust Accounting Software (TAS) Dashboards?   Read More...


As your firm deals with the spread of COVID-19, we want to help you prepare to work from home.   Read More...


We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard!   Read More...


Want to be able to quickly tell if the software is up to date?   Read More...


Although we strive to provide superior documentation in our Help files, Knowledge Base, and Guides, we know that sometimes you want direct guidance with a human touch. Technical Support can be reached by phone or email!   Read More...