SMALL OFFICE ADVANTAGE

1. SMALL OFFICE ADVANTAGE SIMPLIFIED BUSINESS MANAGEMENT FOR DIRECT SALES (Internet Explorer and Firefox)

2. SMALL OFFICE ADVANTAGE:OVERVIEW • Contact management • Financial management • Business tax preparation • Extensive use of “AJAX” for desktop “behavior” and performance with web-based convenience

3. CONTACT MANAGEMENT:DAILY ACTIVITY SUMMARY Appointments Tasks Birthdays Anniversaries Reminder • Quick, printable summary of today’s activities • Great way to get organized each day

4. CONTACT MANAGEMENT:CONTACTS Group filter • Place contacts in multiple user-defined groups • Import and export contacts to minimize data entry • One-click access to client purchase histories

5. CONTACT MANAGEMENT: MAIL-MERGE EMAIL Select recipients individually or by group(s) Templates are provided for all major holidays and events Each recipient receives an individual email with their personal details merged in Full HTML editor • Personalize communications via mail-merge email • Instantly communicate with any contact group(s) • Use our email templates or create an email from scratch

6. CONTACT MANAGEMENT: NOTES • Keep notes on past conversations to personalize follow-up • Email histories are updated any time you send an email • Purchase histories are updated any time you create an invoice

7. CONTACT MANAGEMENT: FOLLOW-UP Emails go out automatically Activities can be scheduled to occur at any intervals you choose • Activity schedules help ensure consistent and appropriately automated follow-up • Automatically recurring emails take care of birthdays, anniversaries and newsletters.

8. CONTACT MANAGEMENT:TASKS Display viewing options • Associate tasks with multiple groups • Check tasks off when they’re complete • Link tasks to contacts for quick phone and email reference • Receive optional email notifications when tasks become due

9. CONTACT MANAGEMENT:APPOINTMENTS Preview your “shared” appointment calendar • Daily, weekly and monthly calendar displays and printouts • Create any type of one-time or recurring appointment • Share selected appointments with your team and clients • Receive optional email notifications when appointments are due

10. FINANCIAL MANAGEMENT:YEAR-TO-DATE SUMMARY • Quick summary of business profitability • Tips for simplifying business recordkeeping • Links to relevant IRS publications

11. FINANCIAL MANAGEMENT: INCOME AND EXPENSES Filter the display by date and category Import OFX (MS Money) and QFX (Quicken) files • Checkbook-simple recordkeeping • Import bank and credit card statements to minimize manual entry • Optional supporting entries for travel, meals and entertainment expenses

12. FINANCIAL MANAGEMENT: VEHICLES • Track business use of vehicles using Actual Expenses or Standard Mileage Rate • Vehicle deductions are fully integrated into all Tax Wizard options

13. FINANCIAL MANAGEMENT: HOME OFFICE Preset categories of deductible annual expenses Preset categories of deductible monthly expenses • Track deductions for business use of your home • Preset categories help prevent overlooked deductions • Home Office deductions are fully integrated into all Tax Wizard options

14. FINANCIAL MANAGEMENT: TAX PREPARATION Tax preparation options • Perfect Schedule C tax reports • Export records to TurboTax or TaxCut • Option to obtain a free tax preparation price quote

15. SMALL OFFICE ADVANTAGE:REPORTS • Choose from dozens of filtered report options • Sort reports on up to three fields • One-click recall of last report settings

16. SMALL OFFICE ADVANTAGE:PRICING • BUSINESS BUILDER (contact management only): $5 / mo. • BUSINESS TRACKER (financial management only): $5 / mo. • COMPLETE (contact and financial management): $8 / mo. • Technical Support: Free via email or Internet • Training calls: No charge • Flash video tutorials: No charge • User Forums: No charge