What’s New?

New Services, features, and functionality for the 2020 year-end update.

Services

1099-DIV and 1099-B Alternate Forms available

Instead of ordering your 1099 forms ahead of time, we offer alternate 1099-DIV and 1099-B forms that can be printed out of the program. Please email us for more information at info@cambridge-tech.com.

1099 Processing and Mailing

We also offer 1099 processing, printing, and mailing services. We only offer this service with the use of the alternate forms, listed above. For more information please email us at info@cambridge-tech.com.

Services

1099-DIV and 1099-B Alternate Forms available

Instead of ordering your 1099 forms ahead of time, we offer alternate 1099-DIV and 1099-B forms that can be printed out of the program. Please email us for more information at info@cambridge-tech.com.

1099 Processing and Mailing

We also offer 1099 processing, printing, and mailing services. We only offer this service with the use of the alternate forms, listed above. For more information please email us at info@cambridge-tech.com.

Year-End Tax Update

Our programming team is currently working on this year’s IRS tax update. 

Every year the IRS makes changes and additions to the tax file for 1099’s. We review those changes, make updates to the stockholder program, test it, and then submit the tax file for approval from the IRS. Usually, our release is mid-late December. 

We send an email with the update information each year. If you have had personnel changes or would like to verify that we have the correct contact information for your company, please send us an email at info@cambridge-tech.com.

Year-End Tax Update

Our programming team is currently working on this year’s IRS tax update. 

Every year the IRS makes changes and additions to the tax file for 1099’s. We review those changes, make updates to the stockholder program, test it, and then submit the tax file for approval from the IRS. Usually, our release is mid-late December. 

We send an email with the update information each year. If you have had personnel changes or would like to verify that we have the correct contact information for your company, please send us an email at info@cambridge-tech.com.

Stockholder Software – New Look, New Features

New products/features we have included in our next major release of the Cambridge Stockholder SoftwareSmall changes such as Label / Headings and bug fixes will not be included in this list. Here are some of new capabilities we have added: 

Stockholder Software – New Look, New Features

New products/features we have included in our next major release of the Cambridge Stockholder SoftwareSmall changes such as Label / Headings and bug fixes will not be included in this list. Here are some of new capabilities we have added: 

 

  • The most obvious change is the New Look and Feel. We have updated our desktop icon to the one pictured above – as well as updated the look of our navigation menu. The same menu items you have used in the past – just a fresh, new look! The tables, buttons, and other features have a new look as well.  

  • Manage Stockholder and Display viewed all within Manage Stockholder now. Now with Security turned on, Users with Permissions to only view Display Stockholders will be allowed to view all the Stockholder Data as a view-only capacity. 

  • Certificate Grid – Transfer, move, surrender certificates to another stockholder (or many) from one location. 

  • Certificates may now be printed from within the Stockholder program instead of processing through Mail Merge. Your Certificate / Book Entry setup will have to be added to the program.

  • Reports Menu given a new look.  Condensed reports into four categories, with submenus. 

  • Check Register with recorded Check numbers, VOIDs and Reprinting 

  • Check MICR printing is now available 

  • Updated ReportCreator report with all available fields plus saving Report Format