Software by Functionality
“Excel budgeting used to be a complicated process involving many meetings to discuss numerous iterations. This was so tedious we may as well have been “chipping messages onto rocks.” With Full Circle Budget our nonprofit management team now confidently produces up-to-date budget drafts in far less time for reporting to our committees and Board. I would recommend this budgeting tool to any organization.”
American Health Lawyers Association (AHLA)
“Implementing OfficeCast was one of the best improvements we made. The application has a great deal of features and functionality that our staff finds useful. Acceptance by the staff coupled with online availability, for those away on travel, make it a big step in operating efficiencies. Using OfficeCast has automated our timekeeping procedures. Reports provide up to date information on leave balances, overtime hours, timesheet status and cost center activity. Best of all, OfficeCast has conspicuously shortened the amount of time it takes to manage the timekeeping process – recouping time better spent on other organizational tasks.”
American Health Lawyers Association (AHLA)
“We have been using Full Circle Budget (with BI360 Reporting) for 2 years and it has streamlined our budget process. We no longer link multiple spreadsheets. Each department head enters their own budget into Excel and saves directly to Dynamics GP with Full Circle Budget. Using BI360 Reporting, we review and analyze the rolled-up results. It saves time and cuts down on mistakes and best of all, it is easy to use. Full Circle Budget (with BI360 Reporting) is one of the best technology changes we have made in the past few years.”
Communities in Schools
We are extremely satisfied with the services we receive from T3 Information Systems and wish that all our business partners were as pleasant, helpful, and reliable. The staff at T3 is very responsive, knowledgeable and offer solutions to our problems….far exceeding our expectations. I very highly recommend T3 Information Systems and value our business partnership greatly!
Sherry Minear, Director of Finance
Freedom Forum and Newseum
Since the inception of our relationship with T3 information Systems in 2009, T3 has consistently demonstrated its focus on client satisfaction. Throughout the design, implementation, testing, and training phases of our integrated financial system, the T3 consultants tirelessly and patiently worked with our accounting and non-finance staff to ensure each component of the system did what it was supposed to do and the needs were met organization-wide. We have been extremely satisfied with the hosting services provided by T3 and have been impressed by how quickly their consultants respond to and resolve occasional service calls. T3 information Systems is a valued advocate to our organization and we are pleased with the system they put in place for us as well as the outstanding customer service they have provided over the years. I recommend their services to anyone.
Mark Hearn, Controller
Marriott Foundation for People With Disabilities
“After reviewing several, more expensive budgeting tools that integrate with Microsoft Dynamics SL, NBAA choose to implement Full Circle Budget. We are very pleased with our decision. Both our accounting department and departmental managers find Full Circle Budget easy to use. I would highly recommend Full Circle Budget to any Microsoft Dynamics SL user looking for an Excel based budgeting tool.”
National Business Aviation Association
INSIGHTS & RESOURCES
Exempt Organization Tax — 04/03/2019
Insights — 04/03/2019
IRS is no longer mailing lists of parent and subsidiary accounts to central organizations (group ruling holders) for verification and return. Group ruling holders must now provide their own updates.
Insights — 03/28/2019
Videos — 03/28/2019
Since 1993, Tate & Tryon has been delivering trusted audit, tax, outsourced accounting, and technology services exclusively to nonprofit organizations. But there’s so much more to Tate & Tryon. See why more than 600 nonprofit organizations have chosen Tate & Tryon as a trusted advisor and partner to help them succeed.
Videos — 03/21/2019
In this video, you’ll hear from a number of our staff members who share their thoughts about why they enjoy working at T&T and what it means to be part of our talented, dynamic team of nonprofit experts!
This tool contains sample elements that can be used in the creation of a document retention and destruction policy.
A sample self-assessment tool for nonprofit audit committee members to evaluate the effectiveness of the audit committee.
This sample Audit Committee Charter is intended to assist nonprofit audit committees in developing their own organization-specific charter.