Soft Trac, LLC is pleased to announce that Karen OConnor has been appointed to the position of Account Manager.
Wednesday, April 10, 2013
Karen joined Soft Trac in 2011 as an Administrative Sales Assistant. As Account Manager at Soft Trac, Karen’s responsibilities will include developing new business for the company as well as supporting Soft Trac’s current customer base.
“I am looking forward to maintaining positive relationships with both potential and existing customers and continuing Soft Trac’s tradition of exceptional customer service.”
After receiving her MBA from Suffolk University, Karen worked in information technology in implementation roles before moving into quality assurance. She took time off from the work force to stay home with her daughters and recently returned to the software industry.
Karen lives in Windham with her husband and two daughters.
Amy Bellevue Joins Soft Trac LLC
Tuesday, August 28, 2012
Soft Trac is pleased to announce that Amy Bellevue has joined the
company as a Nonprofit Software Consultant. Amy brings over ten years
of experience as an instructor and consultant in the nonprofit space.
As a Senior Systems Consultant for Blackbaud, Inc., she implemented
nonprofit accounting, fundraising, and grant making systems for many
types of nonprofit organizations, including university foundations,
private K-12 schools, community foundations, churches, and human
services organizations. Most recently, Amy worked at Minnesota
Philanthropy Partners, a community foundation, where she worked with
them to complete a large-scale conversion.
Amy has just relocated to New England after over 10 years of living
in South Carolina and Minnesota. She resides in Lewiston, Maine, with
her two dogs.
About Soft Trac
Soft Trac has been serving nonprofits and governmental agencies for more
than a decade and is recognized nationally for its leadership, client
success, and revenue goal achievements. Read more at www.softtrac.com.
Jeron Comeau Named Nonprofit Consultant
Wednesday, April 25, 2012
Soft Trac, LLC is pleased to announce that they have hired Jeron Comeau as Nonprofit Consultant. Jeron brings more than 15 years of professional experience within the nonprofit community in the areas of Fund Accounting, Development, Planned Giving, Grants Management, and Academic Administration. Jeron’s vast experience includes being an independent fund accounting implementation consultant, Customer Sales Manager and New England Account Executive for more than 10 years with Blackbaud, Inc, Director of Development, Membership, Volunteers and Special Events within the arts and social service communities in the greater Boston Area.
Recent community involvement includes membership in the Portside Rotary in Kennebunkport, ME, Director of Finance and Development on the Board of The Boy Singers of ME in Falmouth, ME and literacy volunteer for Kennebunkport Consolidated School. Jeron lives in Kennebunkport, ME with her husband and three children and enjoys her hobby farm that includes a llama. A talented visual artist and musician, Jeron performs for many area nonprofit benefits with her band, The Wicker Pigs.
CAREER OPPORTUNITY: Nonprofit Software Consultant
Thursday, December 22, 2011
Soft Trac, a consulting firm that specializes in providing software and services to nonprofits and governmental agencies,is seeking a self-directed, ambitious individual for the position of Nonprofit Software Consultant.
The Nonprofit Software Consultant will be responsible for providing implementation services, consultation, training and support for Sage Fund Accounting, Sage Fundraising 50 and other related software.The Nonprofit Software Consultant performs all aspects of a project, including but not limited to:
·Conducting discovery and planning meetings
·Providing quality training in a variety of settings including web, classroom and in person, often customized to meet the client’s needs.
·Providing consultative services to assist client with implementing best practices.
·Providing ongoing technical support on the software
·Planning and executing data conversions and integrations
·Providing Installation and upgrade assistance, as needed.
The Nonprofit Software Consultant will work as part of a closely interconnected team to meet both customer and company goals. The Nonprofit Software Consultant is expected to be a valuable contributing member to Soft Trac’s team where sharing of knowledge, ideas, resources and best practices is a must.
§The Nonprofit Software Consultant may work from Soft Trac offices in Falmouth, ME, with work-from-home flexibility as approved by management.
§Some travel is expected where projects require.
§The position is an “at will” position, and is classified “exempt” from hourly work rules.
§This is a full time position that may require more than a standard eight hour work day to meet customer commitments and internal billable targets.
§Bachelor’s degree in Business Administration or equivalent with 3-5 year’s work experience (or 5-8 year’s work experience if no Bachelor’s degree)
§Software implementation consulting experience
§Experience with Sage Fund Accounting and/or Sage Fundraising software, or equivalent as either an end user or consultant/trainer
§Nonprofit accounting knowledge or experience
§Marketing and/or fundraising experience with a nonprofit.
Please submit resume and cover letter to email@example.com
Karen O'connor Hired as Administrative Sales Assistant
Tuesday, November 15, 2011
Soft Trac, LLC is pleased to announce the hiring of Karen O'Connor as Administrative Sales Assistant.
Karen received her Bachelor of Science in Nutrition from the University of New Hampshire and worked as a Dietetic Technician before relocating to the Boston Massachusetts area where she attended Suffolk University and received her MBA.She then spent time working in quality assurance software testing initially for Corning MetPath Clinical Laboratories and later at Filemark Corporation.Karen recently returned to the work force after taking time off to be home with her family.
Soft Trac Member of Sage Leadership Academy Alumni Association
Wednesday, September 28, 2011
Soft Trac LLC is pleased to announce its membership in Sage Leadership Academy Alumni Association (SLAAA) for the current association year. SLAAA is an association for firms that sell and service ERP systems who have demonstrated that they are committed to maintaining the highest ethical standards and sustaining professional growth. Membership in the alumni association is extended to all firms that have graduated from the Sage Leadership Academy or Upstream Academy’s Blueprint for Excellence.
Soft Trac’s President, Darla Hamlin, will be attending SLAAA’s fall retreat in Estes Park, CO in October. The retreat features a one-day presentation on leadership by Eagles Flight, an innovative leader in the development and delivery of practical training programs for the global business community. The second day will be dedicated to the concept of the self-differentiated leader.
According to Darla, “Soft Trac’s team believes that continuing education and the exchanging of ideas is critical to serving our customers in the nonprofit and government sector. The time spent with Sage executives and other business partners is invaluable in helping us focus on ways in which we can continually improve customer relationships and empower our staff.”
Soft Trac has been serving nonprofits and governmental agencies for more than a decade and is recognized nationally for its leadership, client success, and revenue goal achievements. Please visit www.softtrac.com for more information.
Learn more about SLAAA at www.slaalumni.com
Job Opening for Nonprofit Software Consultant
Wednesday, September 28, 2011
Soft Trac, a consulting firm that specializes in providing software and services to nonprofits and governmental agencies, has an immediate opportunity for a Nonprofit Software Consultant. The Nonprofit Software Consultant will engage and cultivate relationships with our customers to implement fundraising and other nonprofit software, as well as provide other consulting or technical services.
The Nonprofit Software Consultant oversees all aspects of a project, including but not limited to, budget, resources, timeline and deliverables. Deliverables may include a configured software system, documentation, custom reports, data migrations, training, and/or customer-directed product enhancements that support the customer’s use of the software. The Nonprofit Software Consultant reports on project status to the customer and to his/her supervisor on a regular basis.
Soft Trac LLC is pleased to announce that it is partnering with ACOM Solutions, Inc. to bring its Sage Fund Accounting clients EZContent Manager.
EZContent Manager is a richly featured, fully web-enabled solution for automating and streamlining all aspects of Sage Fund Accounting document management storage, search/retrieval, distribution and retention processes, enabling the elimination of all or most paper documentation in office workflow.
About ACOM Solutions, Inc.
For over 27 years, ACOM has automated the document and payment processes for more than 4,000 organizations. ACOM’s solutions quickly bolt-on to an organization’s existing Sage/accounting/ERP system to extend that system’s capabilities and dramatically improve that organization’s efficiency by automating their manual, paper-based processes. By incorporating ACOM’s solutions into their product offerings, Value-Added Resellers (VARs) can easily bring this valuable set of additional cost-saving Sage/ERP enhancements to their clients.
About Soft Trac
Soft Trac is a consulting firm specializing in technology for nonprofits and governmental entities. Soft Trac offers a full range of professional services and software solutions to enhance the productivity of nonprofits and municipalities.
Soft Trac Partners with Social Solutions, Inc.
Wednesday, April 20, 2011
Social Solutions’ Efforts to Outcomes (ETOtm) software goes beyond case management and electronic medical records, enabling public, private, and nonprofit organizations to collaborate, save time and improve service quality and effectiveness.
About Social Solutions, Inc.
Social Solutions is the leading provider of performance management software for human services, connecting efforts to outcomes, people to social services, and service providers and communities to funders.
About Soft Trac LLC
For more than a decade, Soft Trac has been providing technology solutions to nonprofit and governmental agencies.Soft Trac is based in Falmouth, Maine serving clients throughout the United States.Soft Trac prides itself in providing the 'best of class' software technology solutions to nonprofits, including Sage Fund Accounting, Sage Fundraising 50, Sage Fundraising Online, Sage Grant Management, Sage Payment Solutions, Microix Workflow Modules, and ACOM EZContentManager
*IMPORTANT* Sage MIP Payroll and The HIRE Act
Wednesday, April 14, 2010
Sage MIP Fund Accounting Payroll Customers,
that the HIRE Act is finalized, and most of the government forms are
updated, we wanted to give you a complete description of the changes
that both Sage and Aatrix are making to help you accommodate this tax
credit within Sage MIP Fund Accounting Payroll. If you would like to
refer to the below information in the future please go to our Knowledgebase and
reference article #312918.
Below you will find:
A summary of the HIRE Act
The changes that you can
make within Sage MIP Fund Accounting Payroll V10.2.4 (starting now KB #311222)
The changes that we are
making within the next release of Sage MIP Fund Accounting Payroll
V10.2.5 (due in mid-May)
The changes that Aatrix is
making now (due out in the Q2 forms update)
encourages companies to hire unemployed workers by exempting certain
wages from Social Security taxes, and by providing employers with a
$1000 tax credit if new hires are retained for at least 52 consecutive
Social Security Tax Exemption
The bill would provide certain employers with relief from their share of
the OASDI taxes equating to 6.2% of wages paid to a “qualified
individual.” A qualified individual is anyone who:
begins work for a qualified employer after Feb. 3, 2010 and before Jan.
- certifies by signed
affidavit (under penalties of perjury)(see IRS form W-11) that he was
employed for a total of 40 hours or less during the 60-day period ending
on the date the employment begins;
not employed to replace another employee of the employer unless that
former employee separated from employment voluntarily, or for cause; and
- is not related to the
employer under rules similar to those in IRC §51(i).
exemption would be available to any employer, other than a federal,
state, or local employer (or government instrumentality). However, an
employer that is a public higher education institution could claim the
exemption. An employer could elect not to receive this payroll tax
*The Social Security tax
exemption would be reported on Form 941, Employer's Quarterly Federal
Tax Return. The first quarter return (January 1 to March 31, 2010) must
be filed by April 30, 2010. However, the bill does not allow the Social
Security tax exemption to be claimed with respect to wages paid in the
first quarter of 2010. The tax benefit that employers would have
received in the first quarter of 2010 will be claimed in the second
quarter of 2010 instead.
*The legislation calls for
the employer Social Security tax exemption for qualified employers, as
applicable, for wages paid to the qualified individual during the period
beginning March 19 and ending on December 31, 2010.
Sage Fund Accounting
customers can immediately begin accruing the OASDI tax exemption for
qualified employees by setting up a Benefit code per the following steps
Payroll>Maintain> Benefit Codes create a new Code and name it
“HIRE.” The name “HIRE” will be a key word in the system after the
v10.2.5 update and will allow for the automatic calculation of the
Exempt wages and tips paid this quarter on the 941 Worksheet and the new
default report can be run under
Reports>History>Benefit Code to aggregate the OASDI credit:
Benefit Tab Assign the Expense GL that is used for accruing the FICA
>OASDI Expense as the Liability Account on the Benefit Code.
Assign the Liability Account that is used for accruing the FICA>OASDI
Liability as the Expense Account on the Benefit code. Uncheck the
Show Code on Check Stub option. In the W-2 Information group box
set the Box Number to “12” and Box Code to “CC”
Calculation Tab Set the Calculation Method to Fixed Percentage of Earnings.
Set the percentage at 6.2% and the Maximum per Year to $106,800
Earnings Tab Select all Earnings that are subject to FICA>OASDI taxes.
Schedule Tab Define Schedule as needed
Deselect all tax check boxes.
- Distribution Tab Set the Expense
distribution option so that it mirrors the normal OASDI Expense
* Apply the Benefit Code to
the Timesheet (Default or Regular) Benefits Tab of all qualified
* In Maintain> Employee
Information>Employee Tab>Dates group box make sure that the Hired
date is accurate. Note: This
setup will allow the gross accruing of the FICA>OASDI tax to occur
while at the same time reducing the OASDI liability by the amount of the
credit. The benefit will not show on the Employee’s Check stub but it
will flow to the W-2 Box 12 Code CC per the IRS requirement.
a document trail is desired please use the Attachment feature within
additional date or eligibility tracking is desired, please log into
Administration>Organization>Setup User Defined Fields
Choose field type “Employees”
- Give your new user defined
field a name (we recommend HireAct)
Pick your field characteristics (we recommend using a String so that you
can capture dates and other details)
Within Payroll>Maintain>Employee Information you may now add the
HireAct UDF to any employee records
The Sage HR module as well as the Sage MIP Payroll Employee List Report
will now have your HireAct UDF available for reporting or reviewing
Benefit History Default Report In the Payroll>Reports>History>Benefit
Codes report menu a new default report will be
provided and will automatically be filtered for the HIRE benefit code.
By running this report for the appropriate date range the OASDI credit
can be aggregated accurately. The Hire Date column and Filter has also
been added to accommodate getting the quarterly hired count required in
Modifications to the form
941 Worksheet The Payroll>Reports>Payroll Tax
Worksheets>941 Worksheet report will be modified to include the line
“Exempt wages and tips paid this quarter” under the” Total social
security and Medicare taxes row. “ The row is to be modeled after the
“Taxable Medicare wages” and “Taxable social security wages” rows in
that the amounts displayed will be the aggregated total of all subject
wages associated with the HIRE benefit codes that will then be
multiplied by 6.2% and the product will be displayed.
New Versions of the IRS
forms 941, W-2 and W-3 Aatrix will provide the updated version of the 941
report that will be available for 2nd quarter of 2010. The
W-2 and W-3 will also be updated to accommodate the reporting
requirements associated with the new credit. Note: The OASDI credit and employee count figures will
not automatically flow to the 941 report provided by Aatrix. The number
will need to be manually entered by the customer but they can be
obtained by running the 941 Worksheet and Benefits
New IRS form W-11 This new form will be
available within the Sage MIP Payroll Aatrix forms list and will be
hope that you find this information valuable. Should you have any
questions about the above steps please refer to our Knowledgebase and
reference article #312918. We will keep detailed updates and
additional information there as it becomes available.
Sandra Sherry Joins Soft Trac,LLC
Monday, October 12, 2009
Sandy Sherry has joined Soft Trac, LLC as Account Manager responsible for all pre and post sales activities
Sandy has over 20 years experience in customer service and sales. With background in management consulting, dental implants, and web-based business intelligence access, she has spent the past 11 plus years selling enterprise software solutions for compliance and quality control to all size companies around the globe.
Sandy has lived and worked in metro Boston, New York, and Pittsburgh. A native of Maine, Sandy holds a BA in Journalism (Advertising) from the University of Maine at Orono and currently resides in Portland.
She is an active member of the Big Brother/Big Sister program and United Way.
Timothy D. Nichols, CPA, MBA Joins Soft Trac, LLC
Thursday, August 20, 2009
Timothy Nichols CPA, MBA has joined Soft Trac, LLC as a specialist in nonprofit accounting.
Prior to joining Soft Trac, Mr. Nichols worked 12 years assisting Sage MIP Fund Accounting users with their software training, installation, implementation and integrations.These 12 years included working in the Sage MIP Fund Accounting support department, providing support for the MIP DOS and Windows versions of MIP and working in the Sage Business Partner channel.
Mr. Nichols also spent six years in public accounting auditing not-for profit organizations.In addition, he was Controller and CFO for eight years in the healthcare industry.
Mr. Nichols holds a B.S. degree in accounting from Southern Adventist University and earned an MBA from Texas A&M University.
He currently resides in Harpswell, Maine with his wife and three children.
Second Annual $200 Charitable Donation Drawing
Wednesday, April 15, 2009
The winner of our second annual drawing for a $200 charitable donation is Jane Collette, Accounting Coordinator, of Shalom House, Inc.
Jane has chosen Shalom House to be the recipient of this gift. Shalom House helps people with serious mental illness by providing affordable housing where they can escape the stress of homelessness, hunger, and isolation. Once basic housing needs have been met, peoples' lives can become more stable. Their goal is to help people address personal goals, receive services, take medication, and once again become a vital part of the community.To find out more about Shalom House, please visit their website at http://www.shalomhouseinc.org/aboutshalom.htm
Jane began working with Soft Trac’s staff in April, 2006 when Shalom House purchased the Sage MIP Fund Accounting software.She has been a regular participant in our quarterly user group meetings and in 2009 become a member of Soft Trac’s Customer Advisory Board.Congratulations, Jane, on being the recipient of this year’s drawing.
In order to qualify for the drawing, individuals simply need to attend one or more of Soft Trac’s
User Group Meetings. Each time you attend a meeting (live or by the web), your name is put into the drawing box. One name is drawn at the first meeting of the next calendar year. The more meetings you attend, the greater your chances are to win.
Soft Trac Pledges Grant for Fundraising Software
Wednesday, April 01, 2009
Soft Trac, a consulting firm specializing in nonprofit technology, is pleased to announce that they are making available a grant for a single-user Sage Fundraising 50 software license or the equivalent value towards the purchase of a multi-user Sage Fundraising 50 license to a qualifying nonprofit organization.
Sage Fundraising 50 provides nonprofits an integrated fundraising and development program management tool to acquire, develop and recapture donors and other stakeholders
The donation is being made to mark the company’s ten year service to the nonprofit sector.Applications will be accepted starting April 1 thru May 31, 2009.The grant will be awarded on July 15, 2009.
Our management team and staff decided very quickly that we would not let the fire distract us from our mission of giving back to our community by helping nonprofits. Instead, we scrambled to find new office space and to begin the journey to recovery.
We are pleased to announce that our new office space is larger and brighter than before. Our ability to provide training to Sage MIP Fund Accounting and Sage Fundraising 50 clients is enhanced by an even larger training room.
Special thanks to our clients, vendors, business associates and family and friends for their support throughout this process.
We look forward to forging ahead in 2009 knowing that we can overcome any challenge put before us.
Soft Trac Named "Killer Var" for 2008 By Accounting Technology Magazine
Tuesday, August 19, 2008
yarmouth, me, August 18, 2008:Soft Trac, LLC, a Maine-based Sage Software Business Partner offering nonprofit solutions including Sage MIP Fund Accounting, Sage Fundraising and Sage FAS Fixed Assets, today announced that they have been selected by Accounting Technology magazine as one of under 15 "Killer VARs" of 2008.This distinction recognizes software resellers who demonstrate commitment and character, and continue to grow due to innovative marketing techniques and an extraordinary level of service.Soft Trac was highlighted for marketing efforts that lead to their selection by Sage Software as a "Co-op Champion" earlier this year.
"We are honored to receive this distinction," said Darla Hamlin of Soft Trac, "Though marketing is only one part of the picture.What really makes us successful is our dedication to our customers.After all, marketing can help us win a customer, but it is good service and our knowledge that keeps them!"
The article was published as the lead story in Accounting Technology’s August 2008 magazine and also featured on their website.Other firms selected for the honor include the SBS Group, Mendelson Consulting, Business Technology Partners, John Kane, Demand Solutions Group and several others.All firms demonstrated a unique, customer-centric approach towards service and marketing, varying based on their targeted business market and products offered.
Since receiving the "Co-op Champion" distinction earlier in the year, Soft Trac has continued to expand their internet marketing efforts, such as growing their blog, promoting a value-packed quarterly newsletter produced in-house, and adding new resources to their website, such as a video success story and new product information.
Susan Low Saadat and Ashley Clukey Graduate
Wednesday, May 21, 2008
Susan Low Saadat, Senior Fundraising Consultant at Soft Trac, LLC, was awarded a Master of Science in Business from Husson College in May, 2008. Susan received her BA from Wheaton College in Norton, MA, and will continue her graduate work in Information Technology at either Southern New Hampshire or Brandeis University this fall.
Ashley Clukey, Administrative Assistant/ Marketing Communications Specialist at Soft Trac, LLC, graduated with an Associate’s degree in Business from Southern Maine Community College. She is continuing her education at University of Southern Maine in New Media this fall.
Susan Saadat to Present at MANP SkillBuilder
Saturday, March 29, 2008
Susan Low Saadat is presenting a SkillBuilder session for the Maine Nonprofit Organization (MANP) on May 15th. Her presentation will include:
Finding free and low-cost web building tools
Investigating options for mass e-mail communicton
Options for accepting payment and donations online.
For more information, visit Soft Trac's events calendar for May 15th or visit MANP's website at www.nonprofitmaine.org.
Soft Trac adds Peachtree by Sage to Product Offering
Wednesday, December 12, 2007
Darla P. Hamlin, President of Soft Trac, LLC, has successfully completed the Certification Consultant’s Program for Peachtree by Sage.
Soft Trac is adding Peachtree by Sage Premium Accounting for Nonprofits to their product offering.This will allow Soft Trac to service smaller nonprofits that need an affordable, easy to use accounting solution that will provide donor/grantor management, financial reporting by programs and funds, and advanced operational reporting and accounting features that have made Peachtree the choice of hundreds of thousands of small businesses.
Sage MIP Fund Accounting Version 9.0 Released
Tuesday, December 11, 2007
AUSTIN, Texas - November 20, 2007 - Sage Software today announced general availability of Sage MIP Fund Accounting, version 9.0, the latest version of its award-winning accounting software for nonprofit financial management. Enhancements to the product include: new tax forms and eFiling by Aatrix®, new recurring and reversing entry management functionality, enhanced fixed assets tracking and reporting, streamlined navigation and enhanced user interface, and additional payroll, accounts payable, accounts receivable, and reporting functionality. For 25 years, Sage MIP Fund Accounting has been helping nonprofit and government organizations of all sizes track and report on multiple funds, across multiple budget periods; plan and manage budgets; maximize grants; and produce accurate, customized reports.
"The latest release of Sage MIP Fund Accounting includes several features, such as an easier-to-navigate interface and the Recurring and Reversing Entry Manager, that we told Sage Software would simplify our accounting processes,” said Rebecca Trevino, CPA, director of administration for The Railroad Commission (RRC) of Texas, an Austin, Texas-based regulatory organization. “We have been a Sage customer since 1996, because Sage MIP Fund Accounting is an outstanding fund accounting package. The software can handle any government structure that I have encountered.”
Krista Endsley, senior vice president and general manager for Nonprofit Solutions at Sage Software, said, “Sage MIP Fund Accounting, version 9.0, features stronger core functionality, while preserving the stability and reliability expected by our loyal nonprofit and government customers. This release debuts the product’s new user interface, and offers more tools designed to save time and effort for customers at all experience levels.”
New Version 9.0 Features
• New tax forms and eFiling by Aatrix® enables users of the Payroll module to quickly and easily produce W-2 and W-3 forms for employees, or eFile federal and state reports. Users can also review and file more than 250 federal and state tax forms and payments, which are automatically completed with their payroll data.
• Streamlined navigation and an easier-to-navigate interface enhance the user experience.
• New Recurring and Reversing Entry Manager can help save users time by allowing them to set up, edit, and manipulate repeat entry tasks.
• Enhanced tracking and reporting capabilities in the Fixed Assets module can help strengthen users’ audit trails.
Additional payroll, accounts payable, accounts receivable, and reporting functionality, as well as audit controls were added to Sage MIP Fund Accounting.
"The new Recurring and Reversing Entry Manager will go a long way in making our repetitive processes easier and faster," said Trevino. “It expedites many of the data entry functions, thereby enabling us to process more transactions with fewer staff."
First introduced in 1982, Sage MIP Fund Accounting continues to boast a strong, loyal customer base, with a current customer loyalty rate of 94 percent. Over the years, the software has been honored with numerous awards, including perfect five-star product reviews from top accounting industry publications, such as CPA Technology Advisor, and a 2005 Campbell Award from Campbell Rinker for exceptional ratings in the Nonprofit Accounting Software Survey, a nationwide survey of accounting software users.
Sage MIP Fund Accounting continues to receive top awards
Accounting Today MIP Fund Accounting joins the Top 100 Product List for 2006
CPA Magazine MIP Fund Accounting garners another great review, October 2006 by Lori Widmer
Sage Software Celebrates 25 Years of Providing Nonprofits and Governments With Specialized Accounting Software
Tuesday, December 11, 2007
First Introduced in 1982, Sage MIP Fund Accounting Boasts 94% Customer Loyalty Rate Today
CHICAGO - November 6, 2007 - At Sage Summit 2007, Sage Software’s annual customer conference, the company today announced that Sage MIP Fund Accounting has been helping nonprofit and government organizations of all sizes plan and manage budgets, maximize grants, and produce accurate, customized reports for 25 years. First introduced in 1982, the software continues to boast a strong, loyal customer base, with a current customer loyalty rate of 94 percent. Sage MIP Fund Accounting customers were invited to celebrate the product’s milestone birthday during a reception at Sage Summit on Saturday evening.
"Sage MIP Fund Accounting was a good fit for us when we became the first customer, and it continues to be the ideal solution for us today,” said Jolene Crozier, accounting supervisor for Austin, Texas-based Delta Kappa Gamma Society International, a professional honor society of women educators, and a Sage Software customer since 1982. “Sage Software’s continuous investment and commitment to flexibility have allowed the software to adapt to our needs as our organization has evolved. From data entry to report generation and distribution, our daily activities are easier because of Sage MIP Fund Accounting."
Sage MIP Fund Accounting addresses the specific nonprofit financial management needs of organizations that need to track and report on multiple funds, across multiple budget periods, to meet their reporting requirements and demonstrate accountability. Originally called NonProfit Series, the software was developed by Micro Information Products (MIP). Sage acquired MIP in September 2001. The original MIP tag line – “Helping those who do good things do them even better” – still resonates 25 years later.
“We continue to receive a great deal of Sage MIP Fund Accounting customer participation in user and focus groups, at our annual customer conference, and in software pilot programs,” said Krista Endsley, senior vice president and general manager for Nonprofit Solutions at Sage Software. “Accountability is a hotter than ever topic for both nonprofits and governments, and we have plans for even more robust Sage MIP Fund Accounting functionality in the near future.”
Sage MIP Fund Accounting has been honored with numerous awards, including perfect five-star product reviews from top accounting industry publications, such as CPA Technology Advisor, and a coveted 2005 Campbell Award from Campbell Rinker for exceptional ratings in the Nonprofit Accounting Software Survey, a nationwide survey of accounting software users.
“Over the years, Sage MIP Fund Accounting has evolved through a multitude of new capabilities, yet it still remains flexible and easy-to-use,” said Vicki Plummer, director of accounting and membership for Austin, Texas-based Texas Manufactured Housing Association (TMHA), a Sage Software customer since 1983. “Whenever software updates are released, there are no issues – everything works. Plus, Sage Software’s customer service is consistently the best. We can count on it.”
Next week, Sage Software will release Sage MIP Fund Accounting, version 9.0, featuring new tax forms and eFiling by Aatrix®, new recurring and reversing entry management functionality, enhanced Fixed Assets module, streamlined navigation, enhanced user interface, and additional payroll, accounts payable, accounts receivable, and reporting functionality.
Being held through today, at McCormick West Convention Center in Chicago, Sage Summit is a four-day event offering the opportunity for users of Sage Software products and services to network; gain insight to better utilize their software and services; and learn about the latest industry and business trends affecting their organizations. Over 100 break-out sessions specifically for nonprofit and government organizations are being presented at the conference, plus the latest features of Sage MIP Fund Accounting are being demonstrated on the trade show floor.
For more information about Sage MIP Fund Accounting or other nonprofit and government solutions from Sage Software, visit www.sagenonprofit.com or call 800–647–3863.
About Sage Software Sage Software supports the needs, challenges and dreams of nearly 2.8 million small and mid-sized business customers in North America through easy-to-use, scalable and customizable software and services. Our products support accounting, operations, customer relationship management, human resources, time tracking, merchant services and the specialized needs of the construction, distribution, healthcare, manufacturing, nonprofit and real estate industries. Sage Software is a subsidiary of The Sage Group plc, a leading global supplier of accounting and business management software solutions and related products and services for small and mid-sized businesses. Formed in 1981, Sage was floated on the London Stock Exchange in 1989 and the Group now has 5.4 million customers and employs over 13,000 people worldwide. For more information, please visit the Web site at www.sagesoftware.com/moreinfo or call (866) 308-2378.
Process Online Donations with Sage Fundraising 50
Monday, December 10, 2007
Sage Software has recently released Sage Fundraising 50, version 8.0, which features new Donate Now capabilities for Sage Payment Solutions customers, reporting enhancements, new user defaults, and enhanced security and system options – all to help meet nonprofit organizations’ donor and relationship management needs, while increasing the productivity of their development staffs. Easy-to-use and affordable fundraising software, Sage Fundraising 50 is designed for all nonprofit organizations needing a complete set of fundraising and development tools to help them with donor acquisition, fundraising, and operational efficiency. “We are excited to offer donors the ability to donate online through our Web site, without us having to deal with complications that come with using a third-party payment service, such as importing, exporting, balancing reports, and additional fees,” said Joanne Boyer, development manager at Waveny Care Network, a New Canaan, Conn.-based organization providing a progression of living options, programs, and services for the senior community and their families, and a premier healthcare resource for most issues related to aging. “With Sage Fundraising 50, we can easily accept online donations and then neatly integrate them into our exiting database with a few clicks of the mouse.”
The new Donate Now functionality in version 8.0 allows Sage Fundraising 50 users with Sage Payment Solutions accounts to create donation forms on their Web sites. The constituent information and donations are then pushed into their Sage Fundraising 50 database for review and eventual upload. This seamless integration reduces customers’ duplicate data entry, because gift, recurring gift, and Donate Now data is transferred directly to Sage Fundraising 50. Sage Payment Solutions maintains PCI (Payment Card Industry) compliance for every payment processed to keep donors’ sensitive data secure.
Users can customize their organization’s Donate Now page to offer donors options, such as specific gift amounts, organization-specific designations, honor and memorial gift tracking, recurring gifts, and more.
“The new Donate Now feature will make it so easy for people to donate to our organization online,” said Abigael Okelarin, event coordinator at the Jewish Foundation for Group Homes, a non-sectarian, 501(c)(3) organization providing support and services for adults with disabilities in the Washington, D.C., area. “The donations will be processed automatically, so we can say goodbye to typing long credit card numbers into bulky credit card machines. Even better, duplicate data entry will be reduced, since all donation information will be transferred straight to our Sage Fundraising 50 database.”
Reporting enhancements built into version 8.0 can help Sage Fundraising 50 users strengthen their audit trail. Changes to reports can be saved, and reports can be stamped with identifying information, such as date, time, and page number. Validation messages can help users ensure accountability, while “last saved by” information can help them keep track of changes made to reports.
New user defaults for five functional areas Data Entry and User Interface, Quick Gift, Import Wizard, Donate Now and Online Gift Processing – will enable Sage Fundraising 50 users to continue to use settings that work best for them. New global security privileges in version 8.0 will allows administrators to grant permission to only those users needing to globally edit or add cards.
“I especially like the version 8.0 enhancement that allows me to assign global security privileges to a user without having to give administrative rights,” said David Hall, major gift manager and information systems manager at Servicemembers Legal Defense Network, a national, nonprofit legal services, watchdog, and policy organization dedicated to ending discrimination against and harassment of military personnel. “In addition, the new user defaults will help our data entry staff stay organized and save time on common tasks.”
Susan Campbell Speaking at NHCN Tech Conference June 11
Wednesday, June 06, 2007
Susan Campbell, Vice President of Soft Trac, is presenting educational sessions at the New Hampshire Center for Nonprofits' Technology Conference on June 11. Her topic will cover how to choose software that meets the needs of nonprofit organizations. Specific tips on choosing accounting and fund development software will be offered as part of this workshop. Register
Founded in 1986, the New Hampshire Center for Nonprofits is an association of over 400 member nonprofit organizations who have joined together to strengthen New Hampshire's nonprofit sector. Visit their website at www.nhnonprofits.org to learn more.
Sage Summit 2007 Dates Announced
Monday, May 07, 2007
This year, Sage Software will be holding Summit in Chicago from November 3 – 6. Summit offers you an opportunity to receive expert one-on-one support, educational breakouts, peer networking, and more. You can visit the Summit site at www.sagesummit.com.
Sage Software Nonprofit Solutions Prominent At 2007 AFP Conference
Tuesday, April 17, 2007
Sage Software's Nonprofit Solutions business unit had a major presence at the 2007 AFP International Conference on Fundraising in Dallas, which was held March 25th-27th. FundRaising Success Editor Abny Santicola describes a donor retention breakout session presented during the show by Heather Burton, Sage Software product marketing manager, while the NonProfit Times news staff includes a description of Sage Software in a round-up of the various technology offerings that were being demonstrated at the show, in separate articles posted on March 27th.
Heather Burton is a former employee of Portland West, in Portland, Maine and was instrumental for them deciding to move to Fundraising 50 and Soft Trac.
Soft Trac presenting Financial Compliance and Reporting Workshop
Thursday, March 01, 2007
Sharon Blakeslee, Nonprofit Accounting Specialist, will be presenting a MANP SkillBuilder Financial Compliance and Reporting Workshop March 14, 9:00 am to Noon at SeniorsPlus, Lewiston, ME. The presentation will include a brief outline of A-133 and A-122 reporting requirements, information about the new legislative guidelines for nonprofit organizations and an explaination of the history of "fund" accounting and the new FAS. Go to http://www.nonprofitmaine.org/skillbuilders.asp for details on how you to register for this event.
Sharon provides consultation, training and support services for Soft Trac's Sage MIP Fund Accounting clients. Sharon has worked over ten years in the nonprofit sector utilizing MIP. In the past, she has worked as a Director of Finance, and a licensed CPA. Sharon currently sits on two nonprofit boards.
Sage Software's Sage MIP Fund Accounting Helps Community Action Organizations Manage Large Number of Funds
Friday, February 16, 2007
AUSTIN, TX -- (MARKET WIRE) -- 01/17/07 -- Sage Software announced today that community action organizations across North America are continuing to choose its award-winning Sage MIP Fund Accounting software for nonprofit financial management. Community action organizations, like Community Action Agency of Butte County, Inc. (CAABCI), Ki Bois Community Action Foundation, Inc., and Greater East Texas Community Action Program (GETCAP), count on Sage MIP Fund Accounting to track and report on multiple funds, across multiple budget periods, to help them meet reporting requirements and demonstrate accountability to constituents.
Soft Trac LLC is pleased to announce the addition of a new staff member to its team.
Ryan Ciriello has joined the Soft Trac team as a Marketing Intern. Ryan is completing his education this May with a degree in Marketing at St. Joseph’s College in Standish. Ryan grew up in and still spends his time away from school in Sturbridge, MA
Sage Fundraising 50 An Attractive Entry Level Product For Smaller Nonprofits
Thursday, July 27, 2006
Contributing reviewer Scott Koegle states that Sage Fundraising 50 is
full of features, simple to set up, and has a very good migration path
to more sophisticated and powerful Sage solutions as organizations
grow, in his comparison review of fundraising software published in the
June (premiere) issue of Nonprofit Technology News.
Soft Trac Announces New Hires
Thursday, July 06, 2006
Ashley Clukey has joined Soft Trac as the Administrative Marketing and
Sales Assistant. Clukey is completing her education in Marketing at
Southern Maine Community College.
Susan Low, Soft Tracís new Senior Fundraising Consultant, brings nearly
ten years of experience in marketing and fundraising in the nonprofit
sector to the organization. Low is currently completing a Masterís in
Science in Business at Husson College.
We process about $50 mil per year - in 17 funds that comprise more than 50 gifts and grants; 40 "revolving" funds, 20 trust funds, 3 enterprises, about a dozen special revenue funds and the good ol' general fund. Sage MIP Fund Accounting isn't even breathing hard (but some days I am)!
Town of Groton, Massachusetts
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