Would you like a shareholder software program that is easy to use with point & click functionality as well as affordable? Are you currently tracking shares and shareholders in an Excel Spreadsheet format that is becoming very cumbersome and time consuming? How nice would it be to be able to Pay a Dividend / Distribution and process & Print the checks all within a few clicks of a mouse? Whether your bank is a C-Corp or an S-Corp, our software could benefit you.
Our thoughts on the software is to give the user the ability to track and control the shareholder history transactions; process & print 1099-DIV files; process & print reports for K1 processing; print Dividend / Distribution checks, create ACH credits, etc, but also keeping it simple to use. For those banks that file 1099ís with the IRS, our software is also compliant for electronic filing through the IRS FIRE (Filing Information Returns Electronically) website found athttp://fire.irs.gov. For the S-Corp banks, we can create reports that will assist your accountant or CPA for easier K1 processing.
We have added new functionality for both C-Corp and S-Corp companies:
As of Date Reporting
Number of Days a Certificate is OwnedReport
Notes Field on the Customer Master Screen for more detailed notes
Printing Direct Deposit Advices instead of Printing on Actual Check Stock
Create a Report by Open Certificates Only
Moving a Surrendered Certificate from one Stockholder to another without leaving the same screen
Create & Run more Reports by Certificate Types
Manage Family Groups recording: Group Name; Family Members; & Description of Family Members
Numerous Reports by All Family Groups or by One Family Group for K1 Reporting
List of Distributions for Year Report by All Family Groups or by One Family Group
Report Creator which will create CSV files to be viewed from MS Excel.
If you are concerned about converting your data from your current program to the Cambridge program we do have this ability. Converting your current data will eliminate many hours of re-keying data allowing your personnel time for more meaningful tasks. Feel free to contact us to discuss this possibility.
If you would like an opportunity to review the Cambridge Shareholder Demo program please feel free to contact us at Toll Free 866-594-3274 and ask for Mike Luebbers or contact me via e-mail firstname.lastname@example.org.
Thank you for considering us as your Shareholder Software provider.