Frequently Asked Questions...
Q.
Tell me more about the money back guarantee and the trial period.A. After you have used the program for 10 days or 10 times of use (10 times in and out of the program), a registration screen appears. If you want to continue with the program and finalize your sale, email our helpdesk for the registration code (our serial number). When you ask for this registration code and we send it to you, your sale is finalized and no refund can be granted from this time forward. This trial period is granted as a money-back guarantee period, so you can make sure the program fits your needs. If you decide not to keep the program for any reason, simply email the helpdesk for a refund and uninstall your program. Without the registration code, your program will be locked after the trial period and any data entered is not retrievable.
Q. When can I download the software after I buy it?
A. We will send you the download link within 24 hours after purchase or demo request via the email. Although the order is usually processed quickly it sometimes takes PayPal, or the credit card companies up to 24 hours to verify, or clear, some accounts. You may or may not receive instant notification of purchase and the download link, depending upon their turnaround time.
Q. Do you have any annual fees?
A. No. A lot of our competitors do, however. No need to worry over next year's budget.
Q
. What if I have a support question?A. We have an Internet Help Desk to answer your program questions and it's free of charge except for individualized Accounting help for which there is a small charge. Usually you can get an answer the same day but please allow 24 hours. Send an e-mail with your questions to the address on our main page.
Q. What other sales literature do you have?
A. Most of our sales information is on our web site. We do have a complete support library available from our download link upon purchase. We have numerous white papers on individual topics available from the Help Desk as well, including sample Accountings, handling debts, investing, sale of a residence and so forth.
Q. How many Accountings can I do?
.A. Unlimited, since we are a database application - subject to your disk space availability. There are no charges per individual Accounting
Q. I'm interested in the multi-user, shared version of the program for my co-workers to share the work and data. What is the best way to do this?
A. We provide a client/server application option which will allow you to place your data portion on a shared file server. For multi-users we offer 3 licenses for the price of 2. Some clients purchase one copy, make their evaluation, then request multi-user if they want to proceed with the sale. We do not support CITRIX applications or any software where our client portion is loaded on a network. Only our data file can reside on a network.
Q. Do I need to buy MS Access to run your program, or have Office?
A. No. We deliver a special run-time version of Access with our installation program. There is no need to purchase MS Access. However, If you have a version of Office you can use more features of the program, such as Excel import, or customizing your output with MS Word.
Q. I have data in QuickBooks or Excel already. How can I get it into your program?
A. We have an import facility based on a copying a block of Excel columns into our receipts and disbursement schedules. To get data from QuickBooks, export to Excel, then from Excel to our program.
Q.
My Court has specific Accounting rules, likes certain headers and schedule layouts. How flexible is your output?A. We have customizable headers and footers on each schedule. The look and feel of your Accounting is totally up to you. We provide a Wizard to create most Accounting set ups but you can rearrange your schedules any way you want. After you have balanced your Accounting you can use our custom header/footer options. For more customization such as changing schedule letters, export the schedule to Word or any word processor for custom editing.
Q. Is your application output compliant with California reporting requirements?
A. The program is designed for California probate and trust accounting and is court-ready. The guardianship and conservatorship forms will provide all the necessary numbers for you but the figures will have to be transformed onto the new CEB forms that were changed in January of 2009. For all other states our reports are court-ready.
Q. Is your application output compliant with my state?
A. Our program is designed around the Uniform Fiduciary Principles compliance. States conforming to the Uniform Fiduciary Principles are:
Alabama (1997 Act) - §§ 19-3A-101 to 19-3A-605
Alaska (Revised 1962 Act) - §§ 13.38.010 to 13.38.140
Arizona (1997 Act) - §§ 14-7401 to 14-7413
Arkansas (1997 Act) - §§ 28-70-101 to 28-70-605
California (1997 Act) - Cal. Probate Code §§ 16320 to 16375
Colorado (1997 Act) - §§ 15-1-401 to 15-1-434
Connecticut (1997 Act) - §§ 45a-542 to 45a-542ff
District of Columbia (1997 Act) - DC Code, Div. V, Title 28, Subtitle II, Ch. 48, §§ 28-4801.1 to 28-4806.2
Florida (Revised 1962 Act) - §§ 738.01 to 738.15
Georgia (Revised 1962 Act) - §§ 53-12-210 to 53-12-219
Hawaii (1997 Act) - §§ 557A-101 to 557A-506
Idaho (1997 Act) - §§ 68-10-101 to 68-10-605
Illinois (Revised 1962 Act)
Indiana (Revised 1962 Act) - §§ 30-4-5-1 to 30-4-5-11
Kentucky (Revised 1962 Act) (PDF) - §§ 386.191 to 386.349
Iowa (1997 Act) §§ 637.101 to 637.601
Kansas (1997 Act) - §§ 58-9-101 to 58-9-603
Maryland (1997 Act) - Md. Code, Estates and Trusts §§ 15-501 to 15-530
Massachusetts (Act unknown)
Michigan (Revised 1962 Act) - §§ 555.51 to 555.68
Minnesota (Revised 1962 Act and portions of 1997 Act) - §§ 501B.59 to 501B.76
Mississippi (Revised 1962 Act) - §§ 91-17-1 to 91-17-31
Missouri (1997 Act) - §§ 469.401 to 469.467
Montana (Revised 1962 Act) - §§ 72-34-401 to 72-34-416
Nebraska (1997 Act) - §§ 30-3116 to 30-3149
Nevada (Revised 1962 Act) - §§ 164.140 to 164.370
New Jersey (1997 Act) - §§ 3B:19B-1 to 3B:19B-31
New Mexico (1997 Act) - §§ 46-3A-101 to 46-3A-603
New York (1997 Act) - Estates, Powers, & Trusts §§ 11-A-1.1 to 11-A-6.4
North Carolina (Revised 1962 Act) - §§ 37-16 to 37-40
North Dakota (1997 Act) (PDF) - §§ 59-04.2-01 to 59-04.2-30
Ohio (Revised 1962 Act) - §§ 1340.01 to 1340.13; 2109.66 to 2109.68
Oklahoma (1997 Act) - 60 §§ 175.101 to 175.602
Oregon (Revised 1962 Act)
Pennsylvania (1931 Act) - 20 Pa. C.S.A.§§ 8101 to 8112
South Carolina (1997 Act) - §§ 62-7-401 to 62-7-421
South Dakota (Revised 1962 Act) - §§ 55-13-1 to 55-13-17
Tennessee (1997 Act) - Tenn. Code §§ 35-6-101 to 35-6-602
Texas (Revised 1962 Act) - Property Code §§ 113.101 to 113.111
Utah (Revised 1962 Act)
Vermont (1931 Act) - 14 V.S.A. §§ 3301 to 3313
Virginia (1997 Act) - §§ 55-277.1 to 55-277.33
Washington (Revised 1962 Act)
West Virginia (1997 Act) - §§ 44B-1-101 to 44B-6-604
Wisconsin (Revised 1962 Act)
Wyoming (1997 Act) - §§ 2-3-801 to 2-3-834www.legal-automation.com