"With Abacus 1031, we have a central point where all our information can easily be found.
It automatically completes our exchange documents, saving us time and reducing the
chance of errors."
David Tran, Esq.
Equity 1031, LLC
San Jose, CA |
Exchange Management Features:
Rules-Based Calendaring
How many calendars are you currently using? If you're still working with paper - desk, pocket, master calendar - coordinating is a chore!
Abacus 1031 puts all your events into one legal calendar database. Update from any workstation - office, home or mobile - and synchronize instantly. Ultimate calendar control means no missed deadlines.
With Abacus 1031 You Can:
- List all dates for one case, one client, one agent, a group, or the entire office.
- Track exchange deadlines, appointments, meetings, and vacations.
- Schedule related events automatically using rules.
- Schedule people, conference rooms, and equipment in a single entry.
- Eliminate scheduling conflicts.
- Recur events as often and as long as necessary.
- Maintain an audit trail of entries and changes.
With calendars you take control
Print calendars the way you like them: Daily, weekly, or monthly. You can print calendars for one client or one exchange. Print your Daily Organizer and have your appointments, to-do list, and phone messages with you while away from the office.
Customer Relationship Management
The ultimate contact manager. With your address book information entered into Abacus 1031, clients, attorneys, agents, important business contacts, and vendors are all in one place. Addresses, telephone numbers, and notes are always at your fingertips.
Send emails, print envelopes, letters, faxes, bills, and more. The most popular Avery label formats are already programmed for your convenience
Make address or phone changes in Abacus 1031 and everyone will have the correct information instantly. It even updates your PDA.
With a modem in your computer and the Phone Dialer in Abacus 1031, dialing is just a click away. No more looking up numbers and fumbling with the phone at the same time.
Document Generation
If you're still cutting and pasting, you've probably sent one client
a document with another client's information still in it. You're dangerously
out-of-date. Abacus 1031 software links to Word, WordPerfect and HotDocs
(version 5 and below) for your own library of forms. Create a document
template then let Abacus 1031 software merge the data from the database.
The completed document links to your client file while the template is
ready to use again. Stop duplicating and retyping data!
With Abacus 1031 you can create perfect documents with just a click of your mouse.
- Abacus 1031 lets you take all the letters and documents you use every day and turn them into forms. Then a click of your mouse automatically takes your name and matter information and merges it for you.
- Embed forms in a rule to automatically generate documents.
- Combine data from any combination of names, matters and events.
- Insert complete case captions easily.
- Let Abacus 1031 include your firm information in your documents.
- Automatically runs your wordprocessor.
The document management and tracking in Abacus 1031 puts all your critical documents in order in your desktop filing cabinet.
- Instantly view all your documents, wordprocessing files and scanned images linked to a name or matter.
- Click on a file, and Abacus 1031 will run your application and bring up the document or image.
- Use Explorer to drag documents to Abacus 1031
- Store locations of archived documents.
- Print reports of your documents.
- Find any document quickly.
Home and Multi-Office Synchronization
With Abacus 1031, you can work from a PC at home and remotely synchronize with the office database by emailing files between the two locations. Secure synchronization allows multi-office firms to keep all of their databases up to date, allowing increased efficiency and ensuring that everyone has access to the most up-to-date and accurate information. Abacus 1031 uses secure packet transmission to keep all databases synchronized. Available when used with Abacus Fortress.
Synch your PDA or BlackBerry with Abacus 1031
Abacus 1031 allows you to synchronize your calendar and contacts to your PDA so you never have to be without your important data ever again. Abacus 1031 also lets you synchronize as many PDA's as you have licensed users, meaning everyone can take their data with them.
A quick word about synchronization:
Synchronization to PDA devices is one of many exciting features of Abacus 1031 for accommodators who are in and out of the office. They need their important information with them at all times. The ability to simply synch your data and head out the door is something that many simply can't live without.
Synchronizing your Abacus 1031 data to your PDA is as simple as pushing a button
Install the Companion Link software provided on your Abacus 1031 installation CD and configure the options that suit you. Then, each time you want to synch your PDA, simply hit the synch button. It's that easy! Your Abacus 1031 data is converted to the PDA format, so appointments and contacts show up just as they would if you were to enter them on the device itself.
Compatible PDA devices:
Abacus 1031 is compatible with the Palm OS, Pocket PC Outlook , Windows CE 3.0 , Windows CE 2.0, 2.1 and BlackBerry. These include most varieties of PDA's available.
Abacus MessageSlips
Internal office messaging system. IMing is a phenomenon that has reached even to our cellular phones these days and the good and bad features of this technology have been argued continualy since its inception.
Is it a time waster or does it promote productivity? Its no secret that communication is a major key to success in any business and communication with employees has never been easier than with instant messaging.
The problem with all of this ease of communication is the ease of outside distraction from users not within your company.
AbacusMessage slips works like your favorite messaging program but is limited to only the network in which it is installed. This means you don't have to worry about unwanted interruptions during office hours or loss of use caused by a break in your internet connection.
Accounting Features:
Trust Accounting
The Abacus 1031 Trust Accounting system exceeds all Bar Association requirements. This system safeguards your firm from inadvertently "overdrawing" their Trust account or a Trust Matter. Abacus 1031 accounting tracks all trust activity, from deposits to printing checks, with detailed on-screen or printed reports. Integrated with Time & Billing , the Trust Accounting feature makes it easy to maintain a complete set of records for your clients.
Trust Accounting Features
- Detailed Trust Ledgers
- Integrated Check Writer
- Multiple Trust Checking Accounts
- Check Reconciliation
- Multiple Matters on one Trust Check
- Detailed Trust Reports
- Interest distribution for interest bearing accounts
- Quicken Check Format
- Bank reconciliation ties to trust ledgers for balancing
- Apply trust monies directly to bill automatically
- Fail-safe overdraft protection
- Integrated Time & Billing
- Integrated with General Ledger module
- On-Screen Alpha Lookup
- Recap of Trust Transactions printed to the bill (if desired)
- Integrates with Real Estate Closing programs (Land Tech, DoubleTime, and Display Soft)
- Ability to enter Trust Check Requests
- Minimum Trust Retainer Bills
General Ledger
"Comprehensive", "easy to use", "flexible". These are just a few of the customer comments describing the Abacus 1031 General Ledger system. The method of accounting can be either Cash or Accrual. The system is open-ended and does not require a "hard close" at the end of each month. You can customize a standard chart of accounts for your needs. Recurring journal entries can be set up for automatic entry. Reports can be printed or displayed to the screen at any time.
Features
- User defined chart of accounts
- GL expense & income tracking
- Recurring journal entries
- Customizable income statements
- Income and expense budgeting
- Retain details for closed years
- Easy journal entry reversals, with tracking
- Month end closing options
- Detail general ledger reports
- Void checks quickly & easily
- Comparative income statement
- GL Revenue report by staff
- Trial balance
- Balance sheet
- 4 types of income statements
- GL detail by date or account
- Cash flow report
Payroll Processing
Whether you have two employees or twenty-two employees, the Payroll Module will reduce what was once a tedious task to a simple process. Individual employee profiles are maintained with the ability to customize deductions and benefits. You have easy access to payroll tax tables to meet ever-changing tax reporting requirements. Calculations and deductions are automatically handled with pertinent pay information stored for future reference and reporting. Payroll Modules integrate with your General Ledger, using multiple account distributions.
Payroll Processing Features
- Prints 940 Unemployment Federal/State reports
- Supports 401K and Group insurance deductions
- Supports deduction types of taxable, non-taxable and annuity
- Tax tables are automatically updated each December by Abacus BackOffice
- Supports Fed withholding by employee
- Track employee's vacation & sick time
- User defined deductions
- Accommodates bonus pay
- Maintains year-to-date and quarterly totals
- Maintains profiles for unlimited employees
- Prints checks automatically & manually
- Prints W-2s & W-3s
- Prints 941 Quarterly Tax Return reports
- Integrates with the ABO General Ledger
- Supports 50 States
- Quicken Check Format
Financial Reports
Enhanced Productivity Report
Are you truly making money? How does money received compared to time spent? Is one type of transaction more profitable than another for your firm? These and other management questions can be answered when you take our preset reports and apply available selection criteria.
Financial Report Groups
The Report Group function allows you to create groups of any number/combination of reports. For example you could setup a group titled "Month-End" consisting of the Trial Balance, Income Statement, Balance Sheet, Timekeeper Cash Receipt and Accounts Receivable reports. Then instead of having to print each of these reports individually each month, you would simply select your Month-End report group to print. Work in Process Report
This report shows work that has not yet been billed. Hours and expenses are automatically updated from the associated time and billing record. This report is effective in summarizing contingency cases that aren't billed until the end of the case.
Check Writer
On-screen check image makes check writing a breeze. Enter the client or vendor and the address is automatically entered from your contact database. You can even create checks for brand new vendors on the fly!
Real Estate Closing Package Integration Option
Abacus 1031 integrates with a number of real estate closing packages. If you have one of these packages you can purchase the integration module and then most of the work is done for you! When integrating with a real estate closing package Abacus 1031 imports all deposit and disbursement data. All you have to do is print your trust deposit posting file and if all is well post everything on it. Then you can cut the checks that are waiting in the trust check request area. The timesaving is substantial and accuracy is not a problem either. If you do a lot of real estate closing, then this is a must have.
Compatible programs include Land Tech, DoubleTime, and Display Soft.
How your firm will benefit immediately from the Abacus 1031 Accounting Manager
- One database time/billing and practice management - no redundant data entry.
- Flexible time tickets - spend more time on billable tasks and less on recording time.
- Convenient access to all your accounting data from one screen - your finances at a glance.
- Filter information and use preconfigured reports - provide the accounting information most commonly requested or create custom reports.
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