The smart way to organize and manage your business finances!

Product Information

Easily manage your business payables and receivables. Create bank-approved personal, business and payroll checks with all your financial information in one easy step. Generate custom invoices, estimates and customer statements. Create legal agreements and contracts. Utilize over 25 comprehensive reports to make better decisions for your business.


Includes

• Check Book - Track Financial Accounts
• Check Designer - Print Bank Approved Checks
• Invoices & Estimates - Manage Your Billing & Cash Collection
• Legal Forms - Create Legal Agreements & Contracts
• Mail List - Manage Names, Addresses & More

Product Highlights

Check Designer
Design and print checks for all of your business and personal accounts. Print customized checks with all your financial information in one easy step. Or print checks to be filled out by hand.

• Over 100 personal check, business check, payroll check and deposit slip templates
• Works with Quicken, QuickBooks and Microsoft Money for 1 step printing
• Checkwriting password security features
• Customize checks with personal or business information, including logos
• Fill out payee by hand or on screen with checkbook feature or your compatible financial software
• Include a memo line
• Print your bank code line
• Print sequential check numbers
• Include your bank's address and logo
• Print your payment amount in one easy step
• Print U.S. Bank Approved Checks
• Print your digital signature

Mail List
Perfect for organizing your names, addresses and other contact information. Import your data from popular databases or enter new information easily. Print out custom labels, postcards, and envelopes with logos and graphics.

• Sort, filter and index, including duplicate record search
• Choose from hundreds of mailing and shipping labels, post cards and envelope sizes

Legal Forms

• Includes corporate, financial, personnel, employment, sales and marketing documents, plus real estate and technology agreements
• Detailed on-screen descriptions help you select the idea agreement
• Customize your legal document to fit your business
• Protect your business and your assets
• Expert advice, definitions and explanations every step of the way

Check Book
Easily setup your business and personal checking, savings and credit card accounts in minutes. Manage all your business and personal account transactions in one place. Import online bank data or existing Quicken, Microsoft Money and VersaCheck transaction data.

• Account Overview:  See an overview of your account information including balance, last transaction and number of checks to print. Updated in real-time as transactions occur.
• Account Register:   Enter & edit transactions with ease. Checkbook works just like an actual checkbook, so it's easy to get started.
  • Select a transaction type including ATM, Balance Adjustment, Payment, POS, Print Checks, Deposit, Transfer and more
  • Enter or select a payee from drop down menu
  • Choose the category of your transaction to generate useful reports
  • Your ending balance automatically updates as each transaction is recorded
• Reconcile Accounts Reconcile your bank statement with your account in minutes with the easy-to-use reconciliation wizard. The reconciliation wizard quickly walks you through the process of matching cleared transactions from your bank statement against transactions entered in your register.
  • Mark payments and deposits that have been cleared on our bank statement
  • Located discrepancies between your bank statement and register to balance your account

Invoices and Estimates

• Generate Custom Invoices & Estimates:  Build an image of your company that says quality with professional forms. Design matching sets of invoice, estimates and statement forms with your company logo.
• Create Master List of Products, Goods & Service:  Manage and track products that you sell. Set pricing, discounts, mark taxable items and classify by department or item number.
• Easy Cash Control:  Select the Payment tab to enter each payment received and it is immediately deducted from the amount due.
• Easy Cash Control:  Select the Payment tab to enter each payment received and it is immediately deducted from the amount due.
• Customization is easy:  Edit your headings. Add or remove columns. Include personalized messages, customer discounts and import company logo or graph
• Calculates total and taxes instantly:  Supports state and city sales tax rates. Accommodates U.S. and Canadian tax calculations.

Key Benefits

• Create bank approved personal checks, business checks, payroll checks and deposit slips
• 1 step check printing with Quicken, QuickBooks and MS Money
• Manage checking, savings and credit card accounts
• Balance checkbook and reconcile bank statements
• Monitor cash flow and spending
• Create matching invoice, estimate and statement designs
• Track payment history, customer discounts and special terms
• Manage customer and contact information
• Create master list of products, goods and services
• Print comprehensive reports about your business
• Generate collection letters
• Create corporate, financial, personnel, employment, sales and marketing documents, plus real estate and technology agreements
• Print mailing and shipping labels, envelopes and postcards customized with fonts, colors, logos and graphics

Unique Advantages

Make your business more efficient:

• Save Time: Create quotes, estimates and checks for multiple accounts and banks in minutes.
• Track Cash Flow and Spending: Use Smart Financial Pack to monitor your spending, track your business cash flow and explore ways to save money.
• Receive Notifications of Outstanding Invoices: Smart Financial Pack monitors your customer accounts notifying you of outstanding invoices.
• Get Paid Faster:  Slip invoices into double window envelopes for easy mailing to customers.  No addresses, no applying labels, no hassle.
• Save Money: Smart Financial Pack compatible check stock is up to 80% less expensive than purchasing pre-printed checks from your bank, Quicken and MS Money.
• Comprehensive Reporting: Stay informed on all financial aspects of your business with account overviews and comprehensive reports.
• Focus on Your Business: Smart Financial Pack does the work for you so you can focus on growing your business.

Custom Reports
Use built-in reports to examine account and billing history.  Print historical details of each account including income and payments.  Stay informed on all financial aspects of your business.

  Account Reports

• Reconciled Transactions
• Outstanding Transactions
• Payments
• Expenses
• Cash Flow
• Category Report
• Transaction Log
• Checks Printed
• Deposits
• Income

  Billing Reports

• Accounts Receivable
• Outstanding Estimates
• Aging Report
• Product List
• Cash Receipts
• Sales by Customer
• Customer List
• Sales by Salesperson
• Invoice Journal
• Sales Tax Report

Windows Requirements

• Windows 98, Me, 2000, XP
• Pentium 133 or higher processor
• 64 MB RAM
• 200 MB free hard-disk space
• CD-ROM Drive
• Inkjet or laser printer **
• Internet Explorer 4.01 Service Pack 2 or higher

**A MICR toner cartridge is not required to print valid checks from this software. However, some institutions may require checks with MICR toner. If your bank or payee requires MICR toner, a MICR cartridge for Laser printers may be necessary. If you have concerns, contact your bank/payee to inquire if MICR toner is required.