FirstClass Essentials is ideal for those charities with a smaller number of legacies who still require effective legacy management software packed with key features.
FirstClass is the UK’s leading legacy management software. Originally designed by a group of six charities over 20 years ago, FirstClass has been continually developed and improved, and along with FirstClass Web, there are over 100 not-for-profit organisations using it today. With FirstClass, Clear offers a professional, efficient and easy to use program which offers a large number of benefits to charities in managing their legacy process.
As with all other versions of FirstClass, FirstClass Essentials manages the intricacies of the legacy process and has been designed to be a professional, affordable and cost-effective tool for charities seeking to maximise their income stream from legacies. The Essentials version of FirstClass offers fewer advanced features than the In-house or Cloud versions and is accessed online via any suitable PC. Clear install FirstClass and all the related software on Clear’s own secure online Microsoft Azure platform and manage the upkeep of the servers, including backups, with little or no IT support required from your IT team. The Essentials version is restricted to a maximum of 3 concurrent users from your charity.
The following features are not available in the Essentials version of FirstClass compared to FirstClass In-house and FirstClass Cloud:
- Estate Accounts
- IHT Calculator
For more information on FirstClass Essentials and available modules, please see the documents in the resources section.
Other FirstClass Versions