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Australian Tax & Financial Planning Software Solutions
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Save and Load Multiple Financial Plans

The Home Edition can save only one financial plan. The Standard Edition and Professional Edition can save multiple clients and financial plans and also include a recent history for quick access.

Data Location

The Home Edition saves data in the user's data folder location which cannot be changed.

The Standard Edition saves data in the user's data folder location or in a network location. The files are stored as separate files and there is no overall client database. Operates the same as Microsoft Word - File Open and File Save/Save As.

The Professional Edition uses a Microsoft SQL database (automatically included) to store a list of clients. Each client can have multiple financial plan files which allows a history of plans for the same client. The Microsoft SQL database can be on a local drive or a network/NAS drive.

Example 1 : Change Data Location