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More than 200 forms  

CWF’s IRA FormSystemsoftware contains more than 200 forms for Traditional IRA, Roth, SEP, SIMPLE, CESA, and optionally HSA and MSA Forms.

Customizable  

The FormSystemmenu can be customized by you by selecting or deselecting any of the available forms to be used in your organization. FormSystemhistory on all forms is maintained, and can be reprinted or viewed at any time. Default values for every field on every forms may be maintained by the user.

Compliance Assist  

The FormSystemalso performs basic compliance checking at entry time to help ensure that forms are completed correct the first time.

Host Interfaces  

Data from your host system can optionally also be downloaded to the FormSystemto eliminated the re-entry of information.

Interfaces can optionally be accepted from and directed to virtually any host system. All interfaces are customized and will be quoted on an individual basis.

Compatible with all versions of Windows and Networks  

The FormSystemis supported by all versions of Windows and networking other networking operating systems. The system can be installed on LAN and WAN systems, and even allows for custom installations on WAN systems to maintain operational speed and data integrity.

Electronic CESA Procedures Manual 

Get a Digital version of the CESA Procedures Manual to have on your PC or Network.




Purchase Price $65 plus update fee $45 annually (optional, but highly recommended) 

Call our sales department at 1-800-346-3961.


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