Knowledge Concepts releases FirmWorks v. 5.0

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.

Upcoming CPE Webinars

Apr 22
Is everyone at your organization meeting your client service expectations? Let client service expert, Kristen Rampe, CPA help you establish a reputation of top-tier service in every facet of your firm during this one hour webinar.
Apr 24
In this session Excel expert David Ringstrom, CPA introduces you to a powerful but underutilized macro feature in Excel.
Apr 25
This material focuses on the principles of accounting for non-profit organizations' revenues. It will include discussions of revenue recognition for cash and non-cash contributions as well as other revenues commonly received by non-profit organizations.
Apr 30
During the second session of a four-part series on Individual Leadership, the focus will be on time management- a critical success factor for effective leadership. Each person has 24 hours of time to spend each day; the key is making wise investments and knowing what investments yield the greatest return.