PFP Notebook™ takes a real-world approach to profitable personal financial planning. It uses a step-by-step modular notebook approach that incorporates the philosophy of Jim Wilson, a pioneer in the field of personal financial planning. He developed PFP Notebook in order to make the process more efficient and user-friendly. PFP Notebook is practice-oriented. It not only handles the calculations but also handles the otherwise time-consuming paperwork.
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PFP Notebook™ (Desktop App)Version 2024.00 (Released 07/15/2024)
- Updated for 2024 Income Tax Adjustments
- Updated for 2024 Estate Tax Adjustments
Category: Financial Planning
Description
Download now!
PFP Notebook™ is priced at $595 for a single initial license, including twelve months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $215 for a single license.
A current desktop version of Windows is required.
We guarantee your satisfaction with a 30-day money back guarantee.
For multiple licenses or enterprise licensing, please call 803-781-9595.
Reports
Version History
Version 2024.00 (Released 07/15/2024)
- Updated for 2024 Income Tax Adjustments
- Updated for 2024 Estate Tax Adjustments
Version 2023.00 (Released 05/19/2023)
- Updated for 2023 Income Tax Adjustments
- Updated for 2023 Estate Tax Adjustments
- Updated for SECURE Act 2.0
Version 2022.00 (Released 02/28/2022)
- Updated for 2022 Income Tax Adjustments
- Updated for 2022 Estate Tax Adjustments
Version 2021.00 (Released 11/12/2020)
- Updated for 2021 Income Tax Adjustments
- Updated for 2021 Estate Tax Adjustments
- New program Icon used for shortcuts
- Modifications to the installation file
Pricing
All Desktop products require the initial purchase of the software and the annual maintenance service fee to remain active and operable. The maintenance service allows your software license to stay current and receive updates, new features, legislative and tax law changes, bug-fixes, etc. Expiration or lapse of your annual maintenance service fees could result in the requirement to purchase a new license of the software.
The pricing includes the initial purchase of one (1) software license and twelve (12) months of complimentary maintenance service. At the expiration of this complimentary maintenance service period (12 months from the date of initial purchase), you will be charged for the first year of annual maintenance service. Your next fee will be assessed exactly one (1) year later and every year after that for your yearly maintenance service.
PRICING SCHEDULE
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Software License of Brentmark Product (1) |
Included In Initial Purchase |
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Complimentary Maintenance Service (12 Months) |
Included In Initial Purchase |
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1st Annual Maintenance Service |
Billed 12 Months After Initial Purchase |
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2nd Annual Maintenance Service |
Billed 1 Year from 1st Annual Maintenance Service |
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Additional Annual Maintenance Service |
Billed Yearly from Date of 1st Annual Maintenance Service |
Pricing of Brentmark's products is subject to change without notice. While we make every effort to provide you the most accurate, up-to-date information, occasionally, one or more items on our website may be mispriced. If a product listed is an incorrect price due to typographical, photographic, or technical error or error in pricing information received from our partners or suppliers, Brentmark, Inc. shall have the right to refuse or cancel any orders placed for the product listed at the incorrect price.
If an item's correct price is lower than our stated price, we will notify you of the price error and order cancellation. You may also choose to receive a refund for the difference in the correct price, and the erroneous price you were charged, or alternately have your order canceled and charged the correct price.
Should you have additional questions please Submit a Support Ticket.
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