On a regular basis, new formats for our Taskbill software are added or modified. If you have requests from one of your clients for a new or modified format, please contact our Support Department to see if it is already available. Or, you can see the list of various Taskbill formats we currently support in our Knowledge Base Article R10435 – Tabs3 Taskbill Product Information.
Archive for October, 2010
Taskbill Reminder
Oct 26
Bruce Policky, Product Manager for Tabs3 and PracticeMaster, will show your clients how to process credit card payments and trust deposits in Tabs3 in an upcoming webinar on October 14, and again on November 10. He will also talk about ways to accommodate state bar guidelines for accepting trust deposits via credit card. Credit cards are a great way for your clients to improve cash flow and reduce the time they spend on collections. Be sure to let them know about this! For more information and to register, click here:
Philip Allendorfer, Director of Development for Tabs3 and PracticeMaster, will discuss the benefits of CSV and explain the technology behind CSV features like HotBackup and Report Accelerators. Phil does a great job of explaining how the technology works. If you have CSV prospects or clients with questions about CSV, they should attend, especially if they have technical questions. This is a great opportunity for you and your clients to get your questions answered by the expert! There will be a session on October 13, and another on November 11. Learn more and register for this webinar at this site:
The quality of our support and our updates are just a few reasons why we have one of the best maintenance renewal rates in the industry. However, a small percentage of firms do not renew their maintenance. It is valuable for you and us to find out why. They may have a new person in place that needs some training, they may not have installed the last update and could use some assistance, or they may be thinking of moving on to another system because they don’t understand everything Tabs3 and PracticeMaster can do for them. All are great opportunities for you to generate business.
We will let you know when a firm lets maintenance expire. Our Client Service reps e-mail each firm and carbon copies their reseller. When you see this, jump on it. Find out how you can help them, and let us know why they haven’t renewed. Then we can complement your conversations with our follow up. Again, these are great business opportunities, and we look forward to working with you on these when they come up.