Document Management

Beyond415 WorkCenter has been given a simplified user interface and an interactive file system. The publisher, New River Innovation, has also added the Secure Data Connector to enable users to download and edit prefilled Beyond415 template documents in Microsoft Office programs, and automatically save changes back to Beyond415, which hands post-tax filing needs.

Enhancements to Beyond415 Guidance include e-Services Solutions and issue-specific Workplans that provide detailed instructions, tips and step-by-step guidance on the core phases of tax practice and procedure work. Core enhancements to the WorkCenter include easier management of client work, notes, reminders and status tracking, while the interactive file system allows users to create their own client file folder structure, securely share files and messages with clients via the improved Client Gateway portal.

Price: Beyond415 Guidance, starts at $30 monthly or $300 annually. Beyond415 WorkCenter starts at $50 monthly of $500 annually. New River Innovation: (336) 542-5705; www.newriverinnovation.com.

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