Copyright MLM Software Solutions, Inc. SIMPLIFIED BUSINESS MANAGEMENT FOR DIRECT SALES (Internet Explorer and Firefox)
Copyright MLM Software Solutions, Inc. Contact management Financial management Business tax preparation Extensive use of “AJAX” for desktop “behavior” and performance with web- based convenience
Copyright MLM Software Solutions, Inc. Quick, printable summary of today’s activities Great way to get organized each day Appointments Tasks Birthdays Anniversaries Reminder
Copyright MLM Software Solutions, Inc. Place contacts in multiple user-defined groups Import and export contacts to minimize data entry One-click access to client purchase histories Group filter
Copyright MLM Software Solutions, Inc. Personalize communications via mail-merge Instantly communicate with any contact group(s) Use our templates or create an from scratch Select recipients individually or by group(s) Each recipient receives an individual with their personal details merged in Full HTML editor Templates are provided for all major holidays and events
Copyright MLM Software Solutions, Inc. Keep notes on past conversations to personalize follow-up histories are updated any time you send an Purchase histories are updated any time you create an invoice
Copyright MLM Software Solutions, Inc. Activity schedules help ensure consistent and appropriately automated follow-up Automatically recurring s take care of birthdays, anniversaries and newsletters. Activities can be scheduled to occur at any intervals you choose s go out automatically
Copyright MLM Software Solutions, Inc. Associate tasks with multiple groups Check tasks off when they’re complete Link tasks to contacts for quick phone and reference Receive optional notifications when tasks become due Display viewing options
Copyright MLM Software Solutions, Inc. Daily, weekly and monthly calendar displays and printouts Create any type of one-time or recurring appointment Share selected appointments with your team and clients Receive optional notifications when appointments are due Preview your “shared” appointment calendar
Copyright MLM Software Solutions, Inc. Quick summary of business profitability Tips for simplifying business recordkeeping Links to relevant IRS publications
Copyright MLM Software Solutions, Inc. Checkbook-simple recordkeeping Import bank and credit card statements to minimize manual entry Optional supporting entries for travel, meals and entertainment expenses Filter the display by date and category Import OFX (MS Money) and QFX (Quicken) files
Copyright MLM Software Solutions, Inc. Track business use of vehicles using Actual Expenses or Standard Mileage Rate Vehicle deductions are fully integrated into all Tax Wizard options
Copyright MLM Software Solutions, Inc. Track deductions for business use of your home Preset categories help prevent overlooked deductions Home Office deductions are fully integrated into all Tax Wizard options Preset categories of deductible monthly expenses Preset categories of deductible annual expenses
Copyright MLM Software Solutions, Inc. Perfect Schedule C tax reports Export records to TurboTax or TaxCut Option to obtain a free tax preparation price quote Tax preparation options
Copyright MLM Software Solutions, Inc. Choose from dozens of filtered report options Sort reports on up to three fields One-click recall of last report settings
Copyright MLM Software Solutions, Inc. BUSINESS BUILDER (contact management only): $5 / mo. BUSINESS TRACKER (financial management only): $5 / mo. COMPLETE (contact and financial management): $8 / mo. Technical Support: Free via or Internet Training calls:No charge Flash video tutorials:No charge User Forums:No charge