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Making Microsoft® Outlook® Work Better for Accountants

Credenza runs inside Microsoft® Outlook® and turns it into a multi-user practice management system for accountants.

October 12, 2010
Sponsored by Credenza Software Inc.


Outlook® has become the standard communication tool in most offices. While you probably use it daily to manage your e-mails, contacts, appointments and tasks, it clearly wasn’t designed with you, the accounting professional, in mind.

Most professionals organize their work in files, with a separate file for each client or project. This means only having to look in one place to find all the events, communications and facts relating to each of your client files. It also means being able to look at the appointments in your calendar and seeing to which file they relate. Unfortunately Outlook isn’t built to handle this need. Nor can it easily track your time.

But what are the alternatives? You aren’t about to give up on Outlook because you and your staff are so dependent on it. What if you could improve Outlook and add the ability to organize your information around client files or projects?

This is where Credenza comes in. It is an innovative add-in for Microsoft Outlook that turns it into a professional practice management solution. Credenza expands Outlook by adding the dimensions that professionals need to manage their practices more effectively. Because it runs as part of Outlook, there is little learning required. You’ll be up and running in minutes.

With Credenza, you can organize all of your Outlook information (including e-mails, appointments, tasks, notes and contacts) around your client files. In addition, you can also track documents, notes of phone calls, research and other custom information, plus it allows you to track the time you spent on each of your activities.

Work Better As a Team

Not only does Credenza help you stay on top of your practice, but it also helps you work better as a Team. You can collaborate with others to share information and work together. Your Team may be you and your assistant, your workgroup or your entire firm of hundreds of users.

With Credenza you can choose to share your client files with selected users. Of course you can always keep private what you don’t want others to see and when you open up a shared file, you’ll see everything that anyone else who has access to the file has been working on. Here you can see, for instance, that your assistant spoke to the client last week, that your colleague has a meeting scheduled with the client tomorrow and the details of all related e-mail correspondence, even messages on which you weren’t originally included.

The collaboration options mean that you and your staff are always on the same page. When you need to follow up with the client you can see the whole picture. You don’t have to ask your assistant when she last spoke to the client or bother your partner to get a copy of any recent e-mail messages. Simply open their client file in Credenza and you are up to date. You can also schedule appointments for one another, take phone messages and more. By setting up a Team you multiply the benefits of Credenza.

Most importantly, because Credenza runs as part of Outlook, there isn’t any duplication of entry, you are actually seeing the appointment that was created in the Outlook calendar and the e-mail message that the client sent.

Remote Access

Your Team keeps everyone up to date via the Internet, so as long as you can access the Internet you can stay connected with other users. You can take your laptop on the road and know that you won’t miss any of the action back at the office. The synchronization happens behind the scenes to make sure that you are always up to date. You can work with someone in another office or city and be able to stay current.

Why Credenza?

Credenza works so tightly inside Outlook that it looks like it should have been there all along. It is easy to install, easy to use and does what you want. Visit www.credenzasoft.com (to watch the overview video), check out the feature tour or learn about specific features in the tutorial videos.

Great Value

Credenza is of incredible value. Download a fully functional free trial to decide for yourself if it works for you. If you like it, pay as you go starting at just $9.95 per month! You’ll make that back many times over each month through improved organization, not to mention capturing the billable time for your e-mails and more.

Free Trial

Why not download a free trial today to see for yourself? Credenza runs free for 15 days so that you can see if it’s right for you. Download it today and be up and running in minutes.

Credenza adds to Outlook the tools that accounting professionals need to manage their practices more effectively. Credenza is simple. It works just like Outlook and as part of Outlook. You and your staff will be able to take advantage of it instantly.

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