The Name & Address System maintains client address records as well as Contacts, Trustees, Accountants and Attorneys. Clients can be linked via Centers of Influence, by CPA, Attorney or Trustee. Once the information is input, mailing labels can be produced in any desired quantity. The labels printed, as well as the number, can be adjusted on an individual client basis.

Features and Benefits:

  • Work-in-progress tracking system
  • File maintenance for client information
  • Label generator in alphabetical or zip code sequence
  • One screen display of client information along with the CPA, Attorney, and Trustee information