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Clients & Profits X 10.2 Upgrade FAQs




Our creatives have Macs, but the accounting department has PCs. Clients & Profits X will work?

How many users do I need?

What if I need additional users later?

Can Clients & Profits X be customized?

Can I get an on-site demonstration of Clients & Profits X?

Is Clients & Profits X available from dealers or mail order catalogs?

What about payroll?



Our creatives have Macs, but the accounting department has PCs. Clients & Profits X will work for both, right?

Of course! Clients & Profits has been available on Macs and PCs since 1993 -- longer than any other agency management software. All versions of Clients & Profits X run on any Mac running Mac OS X 10.3 or later, as well as Windows Vista/XP or Windows 2003. The Clients & Profits X application looks and feels the same to Mac users and Windows users, so training and support is easier. Both Mac and Windows users work on the same database of clients, jobs, costs, and billings.

How many users do I need?

Clients & Profits X is a multi-user system, so it lets many people work on the same database of jobs, costs, and billings simultaneously. The software constantly counts the number of users who are using the database at any one time (i.e., the "concurrent" users). You'll need to buy enough Clients & Profits X users to handle your concurrent users. If you think 10 people need Clients & Profits all day, but another 10 for only time sheets and POs, then a 15-user version should work well (i.e., 10 full-time users + 5 to handle the occasional users). With a 15-user version, any 15 people can share the database; the sixteenth person who tries won't be allowed in until someone else quits. When a user quits Clients & Profits X, one of the slots is opened up for someone else.

What if I need additional users later?

It's easy to add extra users to Clients & Profits X. When you install Clients & Profits X, it will serialize online through software registration. To add additional users, you simply re-activate each user's copy of Clients & Profits X. All you do is call us and say how many more users you need, and then re-activate.

Can Clients & Profits X be customized?

With Clients & Profits X, you can create custom reports using the built-in Report Writer. If you're technically adept or have database programming experience, you can develop custom plug-in applications for updating, selecting, and printing special reports. Plug-in applications can be very sophisticated, giving you the power to truly tailor Clients & Profits X to your reporting needs. However, you can't modify the Clients & Profits X application itself.

Can I get an on-site demonstration of Clients & Profits X?

We don't do on-site sales presentations or product demonstrations. Instead, we will host a webdemo for your company. Unlike other agency software companies, we provide a wealth of product information to help you choose the right system. You'll find much of this information on the web site.

Is Clients & Profits X available from dealers or mail order catalogs?

No, Clients & Profits X is available exclusively from Clients & Profits Worldwide, the makers of the software. The software is very powerful and sophisticated, and requires a knowledge of the advertising and design business that few dealers can maintain. That's why we're best suited to help you evaluate the system.

What about payroll?
The majority of agencies and design firms use an outside payroll service, such as PayChex or ADP. Payroll entries from these services are posted as journal entries into the Clients & Profits general ledger. Or, Clients & Profits X can import payroll from CheckMark Payroll, a leading stand-alone payroll program. CheckMark Payroll handles all of your employees payroll information, including deductions and government reporting. In Clients & Profits X, time sheets are used for job costing only, so they don't interfere with your payroll numbers.



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