Forensic Accountant Contact Tracking Template Outlook Style | Contact Tracking Database
Forensic Accountant Contact Tracking Database/Template System
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
Download a Demonstration
Download a demo version for free to test!
Microsoft Access Forensic Accountant Contact Tracking Database
In the world of forensic accounting, where precision, documentation, and secure client tracking are vital, a well-structured and reliable contact management system is essential. The Microsoft Access Forensic Accountant Contact Tracking Database is a full-featured contact management and invoicing system specifically designed to meet the unique demands of forensic accountants. Built entirely in Microsoft Access using tables, forms, reports, and VBA (Visual Basic for Applications) code, this template offers the robust capabilities needed to manage sensitive client data and financial engagements with clarity and control.
Modeled after Microsoft Outlook’s contact management functionality, the database interface is familiar, efficient, and easy to learn. The fact that it is 100% Access-based means it integrates tightly with your existing Microsoft Access environment, offering seamless compatibility, adaptability, and scalability.
Key Features:
Detailed Contact Tracking: Store and manage client information, legal partners, auditors, insurance agents, and other key contacts, including comprehensive notes and status tracking.Case and Appointment Scheduling: Schedule interviews, court appearances, and document review sessions with calendar-style tools that keep everything organized.Invoice and Payment Logging: Generate invoices for services rendered, track retainer balances, and log all financial transactions in a centralized and secure system.Built-In Reporting: Access reports for contact summaries, billing activity, payment status, and client engagement history to support audits and professional compliance.
Whether you’re working independently or as part of a forensic accounting team supporting legal or investigative services, this database provides a powerful and secure framework for managing your critical contact and financial data with professionalism and ease.
Please Note: This is a template database. If it does not meet your needs 100% and you’re unable to customize it internally, Winning Solutions, Inc. (WSI) offers professional customization services to tailor the system precisely to your forensic accounting processes and reporting requirements.
?? Contact Us today for a consultation or a free quote to customize the Microsoft Access Forensic Accountant Contact Tracking Database for your firm or individual practice.
Are you looking for the ability to use this template in a calendar view as well? Then be sure to learn more about Microsoft Access Forensic Accountant Scheduling Database . This version of the tool allows you to view your data in a calendar view (day/week/bi-weekly and monthly).
VB.NET , C#.NET or ASP.NET version of this template, please Contact us for more details.
Sample Screens
Forensic Accountant Contact Tracking Database
Main Menu Form
Forensic Accountant Contact Tracking Database
Setup Customer
Forensic Accountant Contact Tracking Database
Search Custome
Forensic Accountant Contact Tracking Database
Edit Customer
Forensic Accountant Contact Tracking Database
Customer Calls
Forensic Accountant Contact Tracking Database
Customer Appointments
Forensic Accountant Contact Tracking Database
Customer Payments
Forensic Accountant Contact Tracking Database
Add Call
Forensic Accountant Contact Tracking Database
Add Appointment
Forensic Accountant Contact Tracking Database
Add Payment
Forensic Accountant Contact Tracking Database
Maintenance/Setup
Forensic Accountant Contact Tracking Database
Report Menu
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Download a Demonstration
Download a demo version for free to test! The demo version is in Access 2010, which will work on either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please
Contact Us . Please note that the demo version of the software is fully functional, but does not store any data once you close the database. The full version of the software, available for purchase, stores data in the database permanently.
The following document explains, in detail, how to install the demo and how to avoid some common setup issues:Download Instructions
Full Version and Live Demonstration Options
Live demonstration
To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure.
Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
After purchase
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the Visual Basic project code, and you will be able to modify or add to the design in any way you wish. This does not apply to run-time or compiled versions.
If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for the additional features you require.
Purchase Prices
$49.99—Internal Use—This product allows you to use this database template however you wish within your organization.
$99.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.
After Your Purchase
Delivery timing
Once your purchase is complete, you will receive an email within 12 hours, and usually sooner during standard business hours, with a link to download the full version of the database. Please check your junk mail folder if you do not see the message.
Implementation help
If you need help implementing this function or need modifications for your requirements, request a free quote for your Microsoft Access development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative for an example of sufficient written requirements.
Support and customization
WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers who do not wish to pay WSI for support have the Microsoft Access and SQL Server knowledge needed to install, customize, and use the template. Paid support is available by the hour; please contact us for the current hourly fee.
Planning your changes
If you need assistance preparing requirements, WSI offers fee-based services to help document what needs to be done. You can also review our process mapping service or learn more about the WSI quoting process .
Testimonials
What Customers Say About WSI
"Once again, you guys have outdone yourself. The service and support you have provided has been the best I've ever experienced from a software development team. You guys have the best Access calendar GUI I've ever seen."
Mike Mattas
"Thanks to all!! Nice job on the changes. They look good, thanks for your quick response!!"
George Ells
"Thanks for all your help. Your service is great as I find you and your team easy to deal with and very responsive in terms of getting the changes done. Great work."
Steve Da SilvaThe Hospital for Sick Children
"With the expertise of Andres the database was put in the store for use just 4 days later. The efficiency of his programming and the added benefit of video to refer back to in case of small adjustments brought what seemed like a daunting task into reality very quickly."
Debbie Hunt
"Bottom Line: Winning Solutions is hands down the most polite, professional, committed, able, and proven company I have ever worked with. Their staff, top to bottom, are all winners."
Dave YeadonDakota Steel & Trim
"Our Service Dept is enjoying the Calendar. We adapted the Enhanced Microsoft Access Calendar to meet our needs. The Service Manager and Advisors enjoy the ease of booking work."
Richard "Dick" MillikenWhited Peterbilt