Release 5.0 extends the relationship management, document management and project management capabilities extensively. Several key components include the creation and tracking of “association” relationships like bankers, attorneys, etc., the automatic linking and retrieval of firm documents stored on the firm’s network, and the ability to budget projects directly in FirmWorks with historical tracking. Customized PDA integration is now available.
"FirmWorks continues to stand as the market leader in the Professional Services Automation application space for CPA firms. Firms are aggressively searching for solutions that break down the countless “silos” of information, whether human or technological. FirmWorks puts everyone on the same page," says John Stein, VP of Sales and Marketing.
Knowledge Concepts, Inc., the developer of FirmWorks software, provides consulting services to professional services firms. FirmWorks software provides Client Relationship Management, Project Management, Knowledge Management and Document Management functionality.
For further information, contact Knowledge Concepts, Inc. at 229.259.0096.