Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
At first, you may have believed that your company did not require SMCR Software due to its size, but as the one-year grace period comes to a close, it's common to feel overwhelmed by thoughts such as, “Managing annual certification and conduct is going to be a much larger task than we anticipated” or “We’ve used Excel for mapping, but maintaining ongoing reporting and ensuring 100% accuracy is proving to be a challenge.” Rest assured, there's still time to address these concerns—at least for now! We find ourselves in a crucial transitional phase for SMCR, where many firms have finished the mapping process and assigned roles; however, the weight of annual certification and conduct, combined with the pressure to keep all data accurate and consistently updated, is starting to resonate with many clients. With the shift in accountability moving from the firm to the individual, it’s no wonder that the implications of personal liability are weighing heavily on everyone involved. As we navigate these complexities, proactive measures can still make a significant difference.
Description
Probate Plus is a robust and adaptable software solution for probate accounting and management, created by professionals in the field for their peers since 1992. This software has been meticulously crafted to aid probate specialists in the everyday management of estates, ensuring that each probate case is handled with precision and profitability. With its constantly updated auto-balancing feature, Probate Plus offers a real-time overview of the estate while generating accounts and cash balances during the administration process. This all-inclusive tool is tailored to handle, organize, assign, and report on all information inputted by the user. Time and again, Probate Plus demonstrates its ability to eliminate hours of non-billable work that often arises from the complexities of various probate issues. Users benefit from always-current balances, and the reconciliation process with the firm’s accounting system is both swift and straightforward. The software operates on a pay-per-probate model, eliminating the need for hefty initial investments or recurring annual charges. Ultimately, Probate Plus empowers practitioners to streamline their workflow and enhance their efficiency in managing estates.
API Access
Has API
No
API Access
Has API
No
Integrations
BVNK
No
Binderr
No
Formalize
No
Pricing Details
$5,000 per year
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Advance Change
Founded
2009
Country
United Kingdom
Website
actus.co.uk/performance-talent-management-software/actus-comply/
Vendor Details
Company Name
Law Systems
Founded
1992
Country
United Kingdom
Website
lawsystems.co.uk/pp_wp/products/
Product Features
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
No
Controls Testing
Yes
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
Yes
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
Yes
Workflow / Process Automation
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
Yes
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
Yes
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
Yes
Expense Tracking
Yes
Government
No
Law Firms
Yes
Records Management
Yes
Task Management
Yes
Time Tracking
No
Trust Accounting
Yes