The merger is a natural expansion of the already successful partnership that both firms have enjoyed for many years. IncorTech will provide its clients with the benefits and expertise of a larger partner while still preserving the personal touch from a hands-on staff.

“Joining forces with IncorTech is a very positive move for our clients and our employees”, said Jim Vogl, President of Whitetip. “This combination will allow our clients to have access to more resources while still working with their existing team members. IncorTech and Whitetip are extremely pleased to be combining our 14 years of experience, our regional expertise, and the diverse backgrounds of our accounting and technology staff. This combination will provide invaluable help for our clients with new ways to realize their business goals.”

Whitetip has its office in San Juan Capistrano, California with clients in the Southwestern United States. IncorTech has its primary offices in San Bernardino & Los Angeles. IncorTech will continue to provide sales & implementation consulting and support for the Sage Software products including Sage MAS 90, Sage MAS 200, Sage MAS 500, Sage BusinessWorks, Sage SalesLogix CRM, Microsoft Dynamics CRM as well as Intuit QuickBooks Enterprise Suite, Deltek Vision and Oasis CRM.

“This combination will provide so many benefits to our clients, employees and our companies. We see IncorTech providing a leadership role in the Sage, Intuit, Microsoft, and Oasis CRM and Deltek Software VAR communities,” commented Steve Birdwell, CEO/President of IncorTech. “Our clients will have access to numerous highly-trained and seasoned software consultants and developers. This will also add to our hours of available daily support. Our employees will receive the best training in the IncorTech Client Advantage services delivery process to ensure they are successful in software implementation, project management and business consulting practices.”

About IncorTech (www.IncorTech.com)
IncorTech provides clients with innovative business software and service solutions from entry level accounting and contact management software to integrating ERP, accounting, distribution, field service, project management, manufacturing, CRM and eCommerce, all of which come with professional services, installation, training, custom development and ongoing service and support plans.

With 14 years of Sage, Intuit, Deltek and Oasis Software expertise in San Bernardino County, Orange County, Los Angeles and San Diego CA, IncorTech has provided clients with seamless solutions to fit their critical business needs.

IncorTech is a Sage Software Developer, Intuit Solution Provider and Oasis CRM Partner. IncorTech is proud to give back to the community via its participation in the Alzheimer’s Association Memory Walk event and other local charitable events.

“There are some big surprises coming in the 4.0 release that we are really excited to show to the public and they’ve been so top secret while under development, I can’t even say a word until the show,” intimated Jeffrey White, Vice President of Sales for KnowTia Corp.

Joining Mr. White at the booth will be Steve Birdwell, Nick Schoeneberger and Cameron Genovese of IncorTech.

“Come on by and say Hello! We’d love to visit with you while you’re in Los Angeles.”

EVENT DETAILS:

25th Annual 2009 California Accounting & Business Show
June 1-2, 2009 (Mon-Tues) Set-up Sun, May 31,
LAX Hilton Hotel, Los Angeles, CA

Show Hours: Mon, June 1, 10-4 PM, Tues, June 2, 10-4 pm.

Conference Hours: Mon, June 1, 8:20-4:50 PM, Tues, June 2, 8:20-3 pm.

The LAX Hilton Hotel is located at the LAX Airport.
5711 West Century Blvd, right off the #405 San Diego Freeway. Parking at the
LAX Hilton, The Car Spot & Wally Park.

Our free conversion services support the following U.S. QuickBooks Editions: QuickBooks Pro, Premier, and Enterprise Editions 2005, 2006, 2007, 2008, and 2009.

For complete offer details, contact IncorTech at 888-200-4171.

New Assets Snapshot

Get concise, well-organized graphical charts and statistics
View current status of assets, active assets by type, recent activities, quarterly summary, remaining life, and depreciation comparison
Appears every time you open a company or organization
Access at any time from the Fixed Assets Reports menu
Extension of 168 Allowance
The bill extends the 168 allowance for capital expenditures that are placed into service in 2009. For certain property with longer production periods, the date is extended to 12/31/2010.

Extension of Section 179 Increases
Last year, Congress temporarily increased the amount that small businesses could write off for capital expenditures incurred in 2008 to $250,000 and increased the phase-out threshold for 2008 to $800,000. In the American Recovery and Reinvestment Act of 2009, the temporary increases have been extended for capital expenditures incurred in 2009.

New Investment Tax Credits

Election to claim ITC in lieu of production credit for sources of energy that produce electricity such as (but not limited to) solar, hydropower, open-loop biomass, and others.
New Advanced Energy Investment Credit is established for facilities engaged in the manufacture of advanced energy property.
Removal of dollar limit caps on energy credits from wind, solar, and geothermal sources.
For more details, please read the What’s New document.

Gartner recently conducted a worldwide survey of 1,527 CIOs in the fourth quarter of 2008 in which CIOs identified their top business priorities for 2009. The survey showed – shockingly – that attracting and retaining customers had dropped from second to fifth place. “Although still highly placed, customer service is receiving less emphasis than cost cutting,” says Gartner vice president Michael Maoz. “Of course cost cutting is essential in the current economic climate, but knowing how to cut costs without damaging the customer experience is critical, and the role of the contact center is crucial to this.”

Customer service, as delivered through the contact center, currently suffers from an overall lack of commitment to the customer service representative (CSR) in the form of tools, training, and compensation. Companies need to redouble their efforts in this area and extend the customer Web site, add multiple communications channels, and plan carefully to improve agent performance through the introduction of new technologies, according to Maoz.

Gartner predicts that by 2012, managing Web interactions will be a core competency of the contact center, with customers expecting the contact center CSR to know their Web posts in relevant online communities at the time of a telephone interaction. This will mean that by 2014, it will be an accepted practice in 30 percent of contact centers to have two standard monitors on each agent’s desktop. “Contact centers present the best chance to favorably impress customers, and yet organizations continue to drive customers away from interactions with people,” says Maoz. “With better processes and tools to support the system, an organization can demonstrate its competency and its knowledge of the customer’s needs.”

What steps have you taken since the beginning of 2009 to modernize the tools you provide to the people who service your customers?

Gartner recommends the following:

Personalize Your Customer Assistance.
Set up your customer service so that CSRs can connect directly with individual customers, rather than just be pulled from a pool. This reduces agent churn (a big expense) by giving CSRs a better feeling of competency and success.

Redesign Your Contact Center Application.
In order to be productive, CSRs will want and need a more compelling, responsive, and intuitive CRM interface to match the experience with the consumer applications that they take for granted.

Integrate the Web into Interactions.
Customers will soon expect an organization to lead them (as required) from self-service on the Web by detecting that they need help, then guide them into an assisted chat session and/or co-browsing session (if necessary), then transfer them into a telephone conversation.

Don’t Skimp on CSR hardware.
With the rise of multichannel and multimodal interactions, Gartner expects most contact center managers to consider either a second monitor for each desktop or a wide (landscape) monitor for better, faster navigation by the CSR.

And I’ll add my own $.02 here: for the smaller business, even the simplest of CRM systems that allows you to aggregate communications that occur between your staff and customers will empower them with what really should be considered the bare minimum of tools. Outlook by itself doesn’t count. As a service rep, you’ll need to login and see what one rep promised a customer and when. Outlook can’t show that chain of communications with multiple members of your customer service and sales team. It’s time to re-think what will allow you to retain and get more customers. All of the cost-savings in the world won’t matter if your competitor who makes it easier to do business with them invests in these relationship-enhancing technologies and you do not!

Benefits of Using Sage Sales Tax from IncorTech:
+ Accuracy: Sage Sales Tax has the most comprehensive jurisdictional assignment capabilities, extensive sales tax research and the most up-to-date rates and boundary information available.
+ Speed: Sage Sales Tax quickly applies sales tax calculations in the background of MAS via a secure, encrypted Internet connection. Sage Sales Tax calculates sales tax in less than a second without disruption to the existing workflow.
+ Reports: Sage Sales Tax offers a crucial component to sales tax compliance: detailed, on-demand reports provide you quick access to the information needed to prepare and submit sales tax returns.
+ Rules & Regulations: The calculation of sales tax is based on more than just a simple sales tax rate. Sage Sales Tax provides the ability to easily manage nexus and taxability.
+ Ease: With a few quick steps, you can quickly complete the set-up process and immediately begin saving time and money with powerful sales tax automation. With automated updates, Sage Sales Tax researches and maintains the most current taxation statutes and tax rates—so you never have to make a tax rate decision again.

To help you get a better handle on Sales Tax issues in your business, IncorTech would like to invite you to attend a webinar this month that will show you how to automate your Sales Tax in MAS 90 and MAS 200:

Date: Thursday, May 21, 2009
Time: 10:00 AM – 11:00 AM PDT

After registering you will receive a confirmation email containing information about joining the Webinar.

Sage MAS 500 Cash Flow offers — Save 50% on ACH , Positive Pay, and Credit Card Processing
In today’s economy, it is crucial for businesses to take measures to improve and promote healthy cash flow. For a limited time only, Sage MAS 500 customers can take advantage of various offers designed to improve cash flow.

• Save 50% on ACH – purchase the Sage MAS 500 ACH module for only $500
• Save 50% on Positive Pay – purchase the Sage MAS 500 Positive Pay module for only $500
• Save 50% on Credit Card Processing

Complete Your Sage MAS 500 Solution! Buy two Sage MAS 500 modules and save 25%
In today’s economic times, automation helps increase productivity and allows you to do more with fewer resources. View module options here or call your IncorTech Solutions Consultant for more ideas.

Take advantage of Sage MAS 500 v7.2 with the new Get Back on Track plan
Lapsed customers can choose from three great reinstatement offers
1. Standard Reinstatement: The customer will pay the prorated amount for the number of months expired plus the full year going forward
2. Multi-Year Reinstatement: Customers who reinstate on a multi-year contract with Easy Pay can save 40% off the price to get current with the software. (40% savings applies to lapsed years only and will not apply toward future maintenance.)
3. Reinstate and purchase Sage SalesLogix with five or more Standard Users and receive the following:

• Free Sage SalesLogix Standard Server ($2,995 value!)
• 40% off of the lapsed months since expiration of Sage MAS 500 Plan

Get Spring off to a great start! Give IncorTech a call for a data file analysis session to identify any potential problem areas with your MAS 500 system.

Please note that all promotions are calculated off of the product portion of the sale and do not apply to maintenance. Maintenance is calculated based off of full sales list price. These offers cannot be combined with any other offers. Promotions are not valid on Sage MAS 90 or Sage MAS 500 – Small Business Edition orders unless specified and cannot be applied to previously placed orders.

I also like to make an important distinction between “configuring” software and “customizing” software. Customers of ours are not frequently software professionals and therefore do have a tendency to interchange the two terms. That’s understandable but the implications of the two are very different for them.

Configuring software is all about using the toolsets provided by the publisher to mold the software (as closely as possible) around your specific business processes. Of course, the more sophisticated the software, the more this becomes a possibility. QuickBooks Enterprise, for example, offers limited configurability as compared with Sage MAS 500, a product intended to support larger enterprises.

Customizing software is when you take and modify the source code. This typically has some important ramifications for the software licensee because there are often ongoing costs to maintain the modifications when new software releases are made available by the publisher.

A unique advantage of Sage MAS 90 and MAS 200 (thanks to its popularity and longevity) is that a vast collection of product enhancements called “Extended Solutions” exist to affordably provide additional and modified functionality to MAS 90 and MAS 200 owners without the added expense of truly “custom” programming.

Currently, Sage is highlighting a choice selection of Extended Solutions to help customers who are looking to mitigate credit risks and managing invoicing and account groupings more efficiently.

Here are the current Extended Solutions recommended for the following key areas:

1. Improve awareness of account status with these or similar solutions:
AR-1115 Enhanced Credit Checking ($895 + $265 Maintenance)
This addition strengthens the ability to manage past due receivables and provides a credit warning window pop-up if an account has past term invoices prior to taking new orders.
AR-1216 Invoice History Collection Notations ($1295 + $265 Maintenance)
Adds the ability to add collection notes to AR Invoice History Records so the user can keep track of collections activities on an invoice by invoice basis.
AR-1054 – Automatic Credit Hold Utility ($795 + $265 Maintenance)
Allows you to set a customer’s Credit Hold flag by printing the Aged Invoice Report. A customer will be flagged as on Credit Hold if they have either exceeded their credit limit or have an AR account balance greater than zero on or before the Credit Hold Aging Cutoff Date.

2. Manage invoices and statements more effectively with these or similar solutions:
SO-1121 Multiple Sales Orders on a Single Invoice ($1095 + $265 Maintenance)
Enables you to create a single Sales Order Invoice with lines from multiple Sales Orders for the same customer.
SO-1241 Invoices with Multiple Due Dates ($1195 + $265 Maintenance)
This solution allows a company to provide a ‘payment plan’ to their customers, to establish installed payments toward a large invoice.
AR-1235 Statement Printing with Sales Order Selection ($895 + $535 Maintenance)
Provides a consolidated billing document for customers with multiple Sales orders.

3. Group accounts more efficiently with these or similar solutions:
AR-1068 National Accounts ($1195 + $265 Maintenance)
Provides the ability to designate a ‘Bill to’ customer for their “Sold to” customer accounts.
AR-1200 Cash receipts by Invoice Number ($995 + $265 Maintenance)
For companies who receive payments referencing a third party or DBA, where the company name on the payment doesn’t match the company name maintained in Sage MAS 90 or 200.
AR-1239 Multi Company Customer Synchronization ($1095 + $535 Maintenance)
For customers who maintain more than one company in Sage MAS 90 or 200 and also have the same customer in multiple companies.

For more titles, please reference the Extended Solutions online Product Directory. Contact your IncorTech representative today for detailed pricing information and assistance with installation, setup and product trial versions.

• View complete customer information: orders, payments, account history, marketing campaigns, customer care, communications, and attachments
• Effectively convert prospects to customers
• Quickly analyze, forecast, and report on key sales data

*Purchase of EES CRM users also requires the purchase of first year maintenance and support at $151 per user for Basic or $199 for Gold. EES CRM user promo offer requires a minimum of five full-use Extended Enterprise Suite users, and cannot be combined with any other offers unless expressly stated. The 20-user limitation (full-use + EES CRM) still applies for the Sage MAS 90 edition of Extended Enterprise Suite. Eligible customers must have purchased their Sage MAS 90 or 200 system prior to March 31, 2009.

0% Financing on migrations to Sage MAS 90 or 200 Extended Enterprise Suite
For a limited time only, Sage MAS 90 and 200 customers can migrate to Sage MAS 90 or 200 Extended Enterprise Suite and receive 0% financing on the upgrade fees. (12 – 36 month programs available) Promotion applies to the product portion of the sale only and not to maintenance. Promotion cannot be combined with other promotions and applies only to non-discounted transactions of $10,000 or greater.

Take advantage of Sage MAS 90 and 200 v4.3 with the new Get Back on Track plan
There is good momentum with customers returning to a maintenance plan and upgrading to the current version of Sage MAS 90 or 200.

We have a choice of three great reinstatement offers for lapsed customers:
1. Standard Reinstatement: The customer will pay the prorated amount for the number of months expired plus the full year going forward
2. Multi-Year Reinstatement: Customers who reinstate on a multi-year contract with Easy Pay can save 40% off the price to get current with the software. (40% savings applies to lapsed years only and will not apply toward future maintenance.)
3. Migration to Extended Enterprise Suite: Customers who migrate to Sage MAS 90 or 200 Extended Enterprise Suite can save 40% off of the price to get current with the software.
4. Reinstatement with Purchase of Applianz: Customers who purchase Applianz at the time of reinstating can save 40% off the price of reinstatement to get current with their software. (40% savings applies to lapsed years only and will not apply toward future maintenance or to the cost of Applianz.)

Please note that all promotions are calculated off of the product portion of the sale and do not apply to maintenance. Maintenance is calculated based off of full sales list price. These offers cannot be combined with any other offers. Promotions are not valid on Sage MAS 90 or Sage MAS 500 – Small Business Edition orders unless specified and cannot be applied to previously placed orders. The 0% financing offer is subject to credit approval by Key Equipment Finance.

These offers expire June 30, 2009, so call IncorTech today for pricing and to request more information.