Honoring Innovation

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• August 2007 Issue
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BizActions
BizActions Dashboard

BizActions provides customized newsletters and tax and financial content for accountants and tax professionals to help them stay in touch with clients, prospects and referral sources. Content includes more than 5,000 professionally written and illustrated articles in 80 different categories, including Personal Tax, Forensic Accounting, Mergers & Acquisitions, Construction, Manufacturing, Litigation Support and Family Business. Firms can also author their own articles. The new BizActions Dashboard allows partners and administrators to have instant access on their desktop to stats that tell them how well their e-mail marketing efforts are working, including which articles are being read the most or forwarded to other readers. If it’s an estate planning article, for instance, then the user can see who read the article and instantly bring up contact information without having to log into a separate system.

“We are proud to be recognized as the first company in e-mail marketing for accounting firms to develop a dashboard that gives users stats that help them improve their outreach efforts,” said Barry Friedman, CEO of BizActions. “This new dashboard makes it even easier for firms to enhance their branding efforts and effortlessly generate warm leads.”

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CCH, a Wolters Kluwer business
Tax Research Consultant

CCH’s Tax Research Consultant is an online resource that combines the best traditional, fine-grained research capabilities with a practice-oriented approach to online tax research. The product is innovative in the way it integrates content with tools, including the one-click wonder CCH@Hand, which won an Innovation Award in 2005. The system also offers timesaving tools that speed researchers to their specific end results, providing not just theoretical answers, but information they can immediately share with their clients.
“The new Tax Research Consultant is really an exciting tool because it provides tax professionals and accountants with practical and real-world explanations of tax law and taxation issues faced by their clients every day,” said Jennifer Lowe, CCH’s Portfolio Managing Editor for Federal Tax/Corporate and Large Accounting Firms. “Tax Research Consultant takes a different approach than other research products on the market, providing a much more user friendly system that offers seamless links to federal research and interactive aids, examples, pointers, gray areas and other related materials. This allows professionals to find the answers they need very quickly and helps them be more productive.

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Research In Motion
BlackBerry 8800

The BlackBerry 8800 smartphone allows tax and accounting professionals to communicate with customers regardless of location. Client questions and requests are dealt with immediately. This sleek new smartphone is an integral tool for on-the-go professionals with extraordinarily fast browsing access to up-to-date information and the ability to connect seamlessly with accounting and other financial applications. The BlackBerry 8800 gives instant access to client information, either stored on the device, or retrieved from an office application; be it customer relationship management software, Microsoft Office applications, or time and billing applications, to name a few. The voice notes feature of the BlackBerry 8800 helps financial experts stay organized and gives them the opportunity to save quick reminders and information for use later.

“Accountants and tax professionals are really looking for a way to be connected to the best, most accurate information in order to better serve their clients” said Jeff McDowell, RIM’s Vice President, Global Alliances. “Using a BlackBerry 8800 allows instant access to information on the go, and also allows accountants to be more available to clients, which is a must in the current economy and customer-focused business world. No matter where they are, accountants are available via voice, e-mail or text message with a BlackBerry 8800.”

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