- Core Components
- Document Management
- Insolvency Banking
- Forms & Reports
- Productivity Tools
- Enterprise Features
- Extras
| Adaptability | Insolvency process software designed to work with the way you work and fully customizable |
| Fully Bilingual | Switch between English and French ‘on the fly’ |
| Administration Types | Ability to manage all admin types (Ordinary, Summary, Proposals, Receivership and CCAA) |
| Banking | Standard set of trust account banking capabilities using GAAP compliant accounting practices |
| Notes/Logs/Alerts | Store notes, phone logs and alerts directly within the estate you are working on. |
| Timesheet Tracking | Auto-calculate time and labour on an estate or user basis |
| Built in Security | Role and permission based security model |
| Compliant & Secure | OSB Directive No 32 Compliant, strictest security features. |
| Form Recognition | Bar code, scan and upload insolvency process documents to estate automatically |
| Attach debtor, creditor and mandatory documents directly to estate objects | Import Proof of claims and clip directly to asset or liability Drop and Drag emails to estate Drag and drop CRA tax documents, Income and Expense forms, budget sheets, insurance letters and any debtor correspondence directly to the individual estate |
| Searchable | Search for documents at estate or global level |
| Notes/Logs/Alerts | Store notes, phone logs and alerts directly within the estate, just drag and drop. |
| Configurable, Customizable | Tools within admin permissions to control and manage to suit practice requirements. |
| No Added Costs | UBERbase IPS Insolvency document management is baked directly into the IPS program, making it fully integrated at no extra cost. |
| Real-Time Transaction Processing | Transactions are posted to the bank trust accounts individually and in real-time |
| Batch Transaction Processing | Transactions are posted to the bank trust accounts grouped in batches |
| Approval Process | Authorization safeguards built in and configurable based upon office policies for Licensed Insolvency Trustees individual practice requirements. |
| Consolidated Cheques | Save time and resources by consolidating multiple cheques to a common payee into a single cheque |
| Automatic Fee Consolidation and Collection | LIT’s Trustee, Filing, and Counselling Fees are automatically sent to the Banking area once the business logic rules are satisfied. Next generation Insolvency processing software automation |
| Cheque Printer | Built-in cheque-writer |
| Banking Administration | Centralized/De-Centralized banking provides the ability to administer banking either from a central location or individually from each office |
| PAP -PAD | Electronic funds transfer, through pre approved payment programs compatiablity. Ability to import and process PAP files created from Canadian financial institutions |
| Error Checking | Built in function to eliminate the possibility to accidentally overdraw an account |
| Form Categorization | The ability to group all regulatory and custom forms into the categories that you create. Designed to fit your needs. |
| Form Bundling | The ability to group forms into categories and print the bundle as a package. |
| Report Creations and Categorization | Pre-loaded with common Insolvency processing software reports, custom report builder wizard to dial in the data you require for your practice. Unique ability to group reports into the categories for insolvency processing. |
| Report Bundling | The ability to group insolvency reports into categories and print and send the bundle as a package |
| E-Filing | Fully compliant with the OSB’s E-Filing initiative. Pre-validating data prior to upload ensures compliance and reduces errors. |
| Automated Tasks | User-configurable automatic tasks act as reminders |
| Workflow Manager | On-Screen and printed views aid in the Automating and tracking the workflow |
| Estate Reporting Tools | A multitude of reports designed to effectively manage Estates on a day-to-day basis |
| Office Reporting Tools | A multitude of reports designed to effectively manage your office on a day-to-day basis |
| Document Library | Provides the ability to attach a file directly to an estate or to the office |
| Multiple Setup Options | Designed for either a small, medium or enterprise office with options such as centralized\decentralized banking and remote offices management. |
| Multi Databases Enabled | Ability to use of one database to control several related offices. Used mainly when purchasing or expanding to a new office and still wanting to keep all items separate. |
| Multi office Reporting | In an Enterprise implementation of IPS, you have the ability to report on numerous offices simultaneously |
| Multi Office User Management | In an Enterprise implementation of IPS, you have the ability to administer users located at numerous offices simultaneously |
| Roles Management | To aid in the administration of an Enterprise implementation, user configurable Roles have been added |
| Outlook Sync | Provides the user with the ability to synchronize IPS Calendar with MS Outlook |
| Multi-Tabbed Interface | Ability to open multiple Estates simultaneously |
| Quick Estate Wizard | A rapid data entry method to increase initial Estate creation |
| Rapid Data Entry | Through the use of in-line editing, data entry speed is increased |
| Built in Web Browser | For performing prior insolvency searches, ppsa searches, etc. |
| Auto Updating | Downloading and applying patches has been eliminated with IPS Auto-Update |
| Data Mining Capabilities | Open Architecture Database Format provides for connectivity using any MS SQL compliant report writer. |
| Familiar User Interface | Outlook 2003 style interface |
| Estate Linking | Ability to link Estates with other Estates |
| MS Terminal Server / Citrix Server | Fully compatible with the latest low bandwidth application sharing technologies. |
IPS Insolvency Process Software – Features
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