 Fast. Forms 5500, 5500EZ and all schedules delivered instantly on-line in PDF Format, complete with all required bar codes.
55AutoFill Technology. With 55AutoFill, completion of Form 5500 schedules is made easy by automatically downloading all of the available information from the most recently completed 5500 forms.
All you need to do is enter the plan sponsor's taxpayer identification number and all of the 5500s and plan information for that plan sponsor are automatically imported for your use - even if you did not use our software in any previous year. (Patent pending).
Sign up for our demo to see for yourself what 55AutoFill can do for you.
Integrated. All features were designed from the ground up to work in an integrated fashion using a consistent user interface. Data from the previous year's forms are automatically transferred to the current year.
Streamlined data import and export. The exclusive ftwLink feature provides an XML based interface for interfacing with your 5500 forms and schedules. Using ftwLink you can add and edit 5500 forms and schedules, extract 5500 data, and generate final 5500 schedules and forms using a single, easy to use XML interface. ftwLink allows you to seamlessly integrate your Admin system and ftwilliam.com.
Improved Productivity Using the ftwPortal feature you can allow your clients to fill in a subset of the information required for 5500 forms and schedules. ftwPortal can be integrated with your existing company webpage, or be used in conjunction with email to direct your clients to an area of the ftwilliam.com website branded with your company logo and information. ftwPortal makes it easy to collect and manage 5500 data, allows seamless collaboration, and gives your clients an easy way to access their completed 5500 filings.
Batch Printing
Batch print all SARs and Forms 5558 from a single page.
In addition, you may now select which Forms 5558 to print from a single web page.
From the 'List Plans' page you may add or delete Form 5558 filings for batch printing by clicking on the 'Add' or 'Del' links next to each plan.
Upload data.
Upload Schedules A, D and SSA from an Excel spreadsheet. In addition, you may upload Form 5500 and related schedule information directly from other third party software.
Convenient. Because the forms are delivered in PDF format, you may e-mail the forms to your customer for signature and keep a final electronic version for your records.
Help. Each line item on each government form with official instructions provides instant context-sensitive help. If you are still not comfortable with completing a line item, you may e-mail one of our experts and receive an answer either by phone, or where appropriate, via e-mail.
Extensive on-line error correction. Our on-line error correction will identify all required responses and will highlight most inconsistent responses.
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