| No headaches.
web site is constantly updated and improved. But because all of our
software is offered on our state-of-the-art web servers, there is no
software to download or install. This relieves you of the hassle of
troubleshooting network problems, software updates and the other daily
headaches of software ownership. This gives you the time to do what you
do best - acquire new clients and give your current clients the service
Intuitive design. Even
web site navigation, checklist completion and form completion was
designed to be completely intuitive, we provide complete on-line
documentation. Many users have told us that they have successfully used
the system without consulting any documentation.
Work anywhere. You may
use/generate all products offered on this site from any PC with
internet access via a browser.
Software manuals. All
documentation is kept on-line in the form of context-sensitive help.
This relieves you of the burden of filing/updating software
Branding. All of the
documents, software, processes, etc. are protected by copyright law.
However, you may label the documents with your firm name. If you choose
this option, you only need to set-up your company name in your user
profile and your name will automatically appear in the appropriate
places on each applicable document.*
Unequalled customer assistance.
We will respond the same day if we receive your e-mail request for
assistance by 3:00PM Eastern Time.
Custom services available.
Feel free to contact us about any custom services that may be useful to
Data conversion. Contact
for information regarding converting data from your current
recordkeeping/document generation system.
Export Plan Specs for Specific
With this unique, powerful feature customers are given the ability to
download all of their plan specifications with the click of a button in
Excel-compatible format. Manage your practice even more efficiently by
using the spreadsheet in a mail merge for mailings, using it in your
recordkeeping system or even use it to keep track of amended plans and
updates. Need a list of all your plans that have a specific checklist
response such as loans? This export feature can do it. Any updates to
your checklist responses are instantly available the next time you
* The IRS opinion letters will reflect Fort
William LLC as the sponsor of the prototype/volume submitter plans and
the IRS-required language preceding the signature line on the prototype
documents will also contain our name and address. In addition, a
representative from Fort William LLC will also appear on the form 2848
(power of attorney) for each volume submitter document that is
submitted for favorable letter.