Ordering JAZZ-it! FAQ
Please explain your pricing and popular product options?
The cost for both the initial purchase and for support after the first year is calculated by the number of licenced
JAZZ-it! users in your firm (staff who prepares or reviews files). On the attached order form, you'll see the
amount for the first user and each subsequent user.
Please note that at initial purchase of JAZZ-it!, you are purchasing licences to use the product indefinitely for
that number of licences. It is not like your T2 program where you purchase licences every year. With the initial
purchase of licences comes 1 year of free Online Resources which gives you revisions/updates to the package. You
also get 30 days of unlimited HelpDesk free of charge to help you get started. We do recommend purchasing Help
Desk for the first year as this will be when you will be rolling your files into JAZZ-it! for the first time. If
purchased in the first 30 days, the cost is $375.
There are also options for purchasing letterhead (LH) insertion and electronic signatures. These are extremely
popular given the trend toward a paperless environment. Many clients at the very least send out the engagement
letter by email if they have the letterhead and electronic signatures options. Most save a tremendous amount in
pre-printed LH costs as they print out most documents from CaseView onto plain white paper. The LH switch
allows you to turn off the LH if you want to use pre-printed LH instead. These options can be added on at any time
in the future. Since the system is modular, it would be a matter of sending you those modules required by
email when they are ordered in future.
Ongoing support fees are also calculated by the number of users. There are two options: Online Resources provides
access to revisions to the package as they are posted to our website or Total Bundle which includes those revisions
plus unlimited Help Desk access for the year.
Over 75% of our clients choose Total Bundle because sometimes it isn't clear if the issue is a CaseWare problem,
JAZZ-it! question, or accounting question. Since JAZZ-it! pulls so much information from the CaseWare database
many issues are related to the file set up in CaseWare.
What training or online resources are available to help me get started with JAZZ-it! ?
We have a number of videos on our website for your staff to view. Have a look at www.jazz-it.ca/start.html for
some videos on getting started and on some common questions. Every fall we have formal seminars in major cities
across Canada. Of course you have the free 30 days of Help Desk for getting started, which we really want you to
Finally, what options are available to have JAZZ-it! customized for us?
We are committed to updating and supporting all our templates. While the JAZZ-it! financial statements include
several formatting options to make the statements uniquely yours (including your firm letterhead, digital
signatures etc), we do not support customization. You will receive the passwords to access Design Mode in the
templates, but we strongly recommend limiting customization as it can adversely affect the integrity of the
templates. We have sample statements on our website and if there is something in particular that you have in mind
to change, please let us know and we'll let you know if this is something easy. Keep in mind that if you do make
revisions, when you download the updates from our website they are in default format and that any customization
would have to be reapplied. A number of our clients do make small changes to the templates or revise wording in
the notes etc., but they are aware of the consequences.
We do have a page www.jazz-it.ca/fixit where clients can post up feature requests. We appreciate the feedback
and a lot of new options for JAZZ-it! come directly from client input.
Accountants Templates Inc. Toll Free 877-420-5930
229, 2116 - 27 Avenue NE Calgary 1-403-670-7385
T2E 7A6 JAZZ-it! Order Form Fax 1-403-670-7590
Firm Name: Contact:
City, Province: Fax:
Postal Code: Email:
Includes 30 days free Help Desk and access to Online Resources for one year
First Licensed User $995.00 $
Each Additional User $495.00 x____= $
For the purposes of licensing, the number of JAZZ-it! licenses must agree to the number of staff in your
firm preparing or reviewing CaseWare files which include any JAZZ-it! templates.
Shipping $25.00 $ 25.00
Help Desk (After 30 days, Help Desk is $50 per incident or $500 annually) $375.00
40% off when purchased with JAZZ-it!
First Licensed User (regular price $495) $297.00 $
Each Additional User (regular price $95) $ 57.00 x____= $
Current subscription to CICA PEM required to purchase CICA P&C.
PROGRAMS & CHECKLISTS
Please provide subscription number:
CICA Bundle (Compilation & Review and Audit package) $649.00 $
Compilation and Review $495.00 $
Audit Programs and Checklists $495.00 $
Compilation and Review (Audit not available) $495.00 $
Yearly HelpDesk - Includes support via email, telephone and remote access $ 95.00 $
One year subscription from date of purchase Available as download only
Personalized firm letterhead inserted into JAZZ-it! or $295.00 x____= $
Personalized firm letterhead with on/off toggle inserted in JAZZ-it! $395.00 x____= $
Electronic signature on engagement report $250.00 $
Electronic signature on letters – first signature
Each additional signature $150
Password on draft stamp $150.00 $
SUBTOTAL ALL SERVICES $
(BC – 12%, ON – 13%, NL – 13%, NS – 15%, NB – 13%, all other Provinces 5% GST) GST/HST $
(GST#867984379) TOTAL $
VISA Card Number: Expiry:
Cardholder name: Signature:
For your security please do not email
Credit Card information.
Please complete and fax this JAZZ-it! Order Form
Make payable to: Accountants Templates Inc.
to us at 1-403-670-7590
CHQ Mail to: 229, 2116 27 Avenue, NE
Calgary AB T2E 7A6
Please note this order form is your official receipt.
Leaders in CaseWare Productivity