CBData® and CBData® Pro are unique software tools that organize and store every aspect of and individual and family’s personal and small business lives - all in one place, fully secure, residing right on your personal computer. CBData® tracks personal, medical, financial and other family information of all kinds, for each family member. CBData® Pro, our small business product, is for the 30+ million people that work out of their homes, sometimes with multiple businesses. These people need a product that ties together Business Structure, HR (Human Resources), IT, CRM (client relationship management) and even reuses existing personal data that applies to their small business, without having to reinput information or buy multiple products that don’t talk to each other. Data, reports and attachments are easily backed up onto a flash drive and even onto your mobile device, for portability, making CBData® a perfect disaster recovery "GO" tool. Be sure to ask about our Certified "JumpStart" Concierge service, for people who want to get organized but find the task a daunting one. Give us 6-10 hours, right over the phone, and we'll give you the JumpStart that gets your family, your small business, or both - organized! LEARN MORE
My Perfect Organizational Tool Would Let Me...
...have a list of everything in my wallet, if it gets lost or stolen
...have a list of my medications
...have a Medical Emergency Card I can carry in my wallet
...have a medical intake form that lists all of my vaccinations, illnesses - well, everything!
...have an easy way to track my appointments.
...have a complete list of my important information for my family.
...have a complete list of my important information for my attorney that includes asset values.
...have a list of all of my passwords, combination locks and codes.
...have a Pet Passport for my friend when she takes care of my pet.
...have an asset/inventory program to catalog my possessions.
...have an easy-to-use program that doesn't take weeks to learn.
...have a help menu for every screen.
...have friendly support staff to answer my questions
...create unlimited sets of information and not have to reenter the same information twice.
...have a list of every service provider that services each of my residences.
...have a list of each set of my doctors; the NJ ones, the MI ones and the ones in FL
...have a program that is secure; not on the internet, with user permissioning.
...keep track of all of my insurance claims.
...have a report of my healthcare history
...import from other programs
...create a resumé
...see my personal information
...be able to track anything I want
...be able to password protect certain information
...see a list of all of my credit and club cards
...see a list of my critical documents and where they are
...attach copies of documents, receipts, scans and pictures
...see a list of my financial accounts
...create a list of my donations that I tracked
...create my own categories to track
...preselect reports and attachments to auto-copy to flash drive in an emergency
...easily back up and restore my data
...create a list of my personal contacts
...create a list of my policies and contracts
...create a list of properties I manage
See What CBData® Is All About!
CBData® lets you keep track of everything about your life, and then allows you to easily have that information available at a moment's notice. Input your personal contacts, passwords, service..
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Did you know that between $35 and $400 BILLION dollars of assets get confiscated by the U.S. State government because people don’t know that their loved ones have assets and, if they do, they don’t know where they are?
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CBData® Pro is our new, small business product, specifically created for people who operate a small business out of their home. Small business owners want a product that can..
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