We obtained the FirmWorks program as a way to streamline our operations and prevent us from having to go to various different programs to enter data. The program has worked extremely well and there is no doubt in our minds that it paid for itself within a short period of time. There are always some programs that work for our firm and some that aren?t quite satisfactory. FirmWorks is definitely in the ?works very well for our firm? category.

James McClelland
Partner, RBM LL

FirmWorks is a time saver during my billing cycle. I no longer have to guess at fixed fee commitments. Engagement letters are electronically stored in FirmWorks so that I can see the letter, confirm the fee and review prior communications with a few mouse clicks. Compared to chasing down hard copies of the engagement letter, I'm saving about 45 minutes per billing cycle. The time savings really adds up when you consider the number of people billing over a year's time.

Kathy Rank
Partner, Windes & McClaughry

More time went into our purchase of FirmWorks than on any other software package that we currently own. There is a reason for that. We have been looking long and hard for a package that managed our workflow, interaction with our clients and centers of influence, and opportunities (marketing oriented). We've made attempts over the years to develop our own and have expended great amounts of time and effort in utilizing the packaged approach provided in so called practice management software, most recently CPAS. Most practice management packages for accounting firms only track tax work. We wanted much more. Tax return tracking handles with ease. We now know where returns are, how long they have been at that stage, the budget for that return, date promised if different than due date, etc. The tracking does such a great job, we have dropped our 3 part "Work Order" and log in book. This alone is a savings in time and therefore cost to the company. Client comments and request for work. The improvement here is night and day. Now, via activities, we capture any contact with a client that requests work, provides information, asks questions, etc. We have cut down on the "filing" time now that all notes are electronic. Retrieval of notes are a time saving feature. There is now 10 (maybe 100+) times the amount of information captured. Capturing client comments is now so easy that our team is actually capturing comments. Imagine the improvement in the process of doing work and in the quality of the work. All project tracking. In less than 3 months, we have half the work of the entire company in FirmWorks. One big problem was to obtain information about everyone's workload. Team members had to manually update work in process reports and then had to meet. My complaint was that Ford Motor Company knew how many cars were on the assembly line and scheduled delivery dates, why can't we? Now we can. We believe that we have only begun to tap the capabilities of project tracking. We also expect tremendous centralization of opportunities in this area in the future. Yes we have an Intranet, but we have begun to gravitate our internal system to FirmWorks' Knowledge Manager because it is much more efficient. FirmWorks is helping us move toward a paperless office. With electronic storage and association with clients that FirmWorks provides as a standard, we are scanning documents and dropping them into an activity associated with the client. Retrieving documents has never been easier. One last item. FirmWorks is not an off the shelf product. You want it tweaked? You want a slightly different look? We have found that in 8 out of 10 cases, the people at Knowledge Concepts are always one step ahead. If it's not in the current version, they've thought about it, and it will be in the next version. And if they haven't thought about it, if it makes sense, they'll have it done next week.

Don Nalley
Partner, Beason & Nalley, PC

FirmWorks greatly improves the EFFICIENCY and the COORDINATION of our firm's marketing efforts. Efficiency because of the great flexibility in performing mail merges, mailing labels, and much more. Coordination because marketing follow-up activities are assigned and integrated with other activities, and are visible to all members of the marketing team. In addition, visibility to the pipeline of proposals or potential outstanding projects allows cross selling and helps close more sales.

Dan Harris
Partner, En-terpret Co.

Project, service and resource management are key differentiators for our firm. We focus on delivering services in a timely and complete a fashion with a keen eye on our internal processes. FirmWorks greatly enhances our success. FirmWorks integration with Practice is a big time saver. Client and service information automatically show up in FirmWorks making it very easy to keep everyone on the same page. Working together, the two applications keep us ahead of our competition.

Chas Hoyman
Managing Partner, Hoyman, Dobson & Company