Soon we’ll begin a campaign to encourage firms on maintenance to install their Version 16 update.  Members of Client Services will make these calls, beginning with our largest customers.  We’ll be sure to refer firms running older versions back to their reseller if they need assistance.

There are a few reasons why we want firms on the current version of the software:

  • The new features provide a better experience for customers.
  • The further a firm falls behind, the more involved the conversion becomes for them.
  • When firms get behind, we risk losing them to a competitive product.
  • It’s easier to support customers on the current version.