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Sales Material

Our sales literature can be downloaded below. If you have any questions or need more details, our Sales Department can be reached at sales@evpsys.com or (800) 521-4594.

“About” Packet

A quick summary of EVP Systems, including why our company meets all your security, compliance, and business continuity requirements, and why our software is simply the best there is—fast, reliable, accessible, and accurate. Download the full packet here, or view the individual pages below.

Estate and Gift Tax Security Valuations
EVP Office
EVP Systems
Price Sheet


“Reports” Packet

A sampling EstateVal and Professional Services reports, with callouts explaining all the details. A great way to see what our final product is, and what you’ll send to the IRS or your clients. Download it here, or view the individual pages below.

Date of Death
Alternate Date
Gift Valuation
Price Sheet


Sales Folder

EVP Systems’ complete sales folder, highlighting each of our products and their headline features. A top-to-bottom overview of all we can do for you. Download the full folder here, or view the individual pages below.

Left 1 – About EVP Office
Left 2 – Ease-of-Use
Left 3 – About EVP Professional Services
Left 4 – Date of Death
Left 5 – Alternate Date
Left 6 – Gift Valuation
Right 1 – What Can EVP Systems Price
Right 2 – Disaster Recovery
Right 3 – Information Security
Right 4 – Privacy Compliance
Right 5 – Price Sheet

Posted on July 10, 2020 • Tagged with Marketing, Sales

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Things You Should Know

  • Good to Know: Reports on April 9, 2025
  • Happy Holidays from EVP Systems! on December 9, 2024
  • Fee Changes for 2025 on November 1, 2024
  • We're Going to Disneyland---for NAEPC 2024! on October 18, 2024
  • CrowdStrike BSOD and EVP Systems
  • EVP Office 9.1.3 Now Available on July 18, 2024
  • EVP Office 9.1.0: Now Available, Featuring Name Preview on January 8, 2024
  • EVP Systems at Heckerling 2024 on January 3, 2024
  • Happy Holidays from EVP Systems! on December 11, 2023
  • EVP Systems at the California Probate Referees Conference on November 30, 2023
  • Join us at NAEPC 2023 on November 11, 2023
  • Good to Know: The Grid on August 23, 2023
  • Announcing Fee Changes for 2023 on October 7, 2022
  • "Single Broker Quotes" Available Again on April 14, 2022
  • EVP Systems Prepared for Russia / Ukraine Conflict on March 14, 2022
  • Expat and Open Source at EVP Systems on March 1, 2022
  • EVP Office 9.0.1 Offers Built-In Calculator, More Crypto, New Export on February 8, 2022
  • Jack Barthel, 1937 - 2021 on January 19, 2022
  • EVP Systems Unaffected by log4shell and Associated Vulnerabilities on December 13, 2021
  • EVP Office 9: Something Big! on October 13, 2021
  • EVP Office 8.5.3: Secure by Default on July 13, 2021
  • Ready for Windows 11 on July 2, 2021
  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

EVP Systems: Trusted for over 40 years!

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About EVP Systems

Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 40 years.

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1531 Chapala St., #1
Santa Barbara, CA 93101
(818) 313-6300 • FAX: (818) 313-6313
support@evpsys.com
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