Consultant eNews

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Archive for July, 2013

The loss of a colleague and friend – Ross Kodner

Jul 31

Posted by Dan Berlin in General | No Comments

In case you have not heard, yesterday our friend and colleague, Ross Kodner, passed away after suffering a heart attack. Ross had been a key member of our consultant and reseller family for over 25 years.  Our thoughts and prayers go out to his family and friends. He will be truly missed.  Rest in peace, Ross.

Jim Degnan asked that we pass the following on to the channel:

Ross Kodner Memorial Fund

The Reseller Channel wishes to express its deepest sympathy for the passing of our fellow reseller, business partner and friend, Ross Kodner.  Ross freely participated in our list serve and annual conferences and helped many of us along the way.  A memorial fund has been created on behalf of the Reseller Channel to allow for a joint expression of our sense of loss.

Those resellers wishing to contribute should make their check payable to the Ross Kodner Memorial Fund and mail to:

Jim Degnan
CompassPOINT Legal
8825 Perimeter Park Blvd., Ste 303
Jacksonville, FL 32216

Proceeds will be donated in keeping with the wishes of the family. Any questions should be directed to Jim Degnan:

Telephone: 904-483-3481
E-mail: [email protected]

Trade Show Materials

Jul 24

Posted by Joe Abler in Marketing | No Comments

We are in the heart of tradeshow season, and there are many opportunities to exhibit and speak at local conferences.  It’s a great way to get your name out to the legal community, and we’re happy to help.

Simply contact your sales rep and let them know of your event.  Be sure to let them know the date(s), and how many attendees are expected.  We’ll provide the marketing materials and list your event on our web site to support your efforts.

Contacting your local ALA chapter is a great place to see what opportunities might be available.

Proper use of Credit Card Merchant Accounts

Jul 23

Posted by Joe Abler in Tips | No Comments

When discussing credit card processing with clients and prospects, please keep in mind that the same merchant account configuration is used for both Tabs3 payments, as well as Client Funds transactions. Therefore, deposits will be made to the same bank account for both types of transactions.

Tabs3 Trust Accounting Software (TAS) must be used if your client needs to accept credit card transactions for client trust deposits. Before configuring a client to make a trust payment with a credit card, you should talk to your state bar about rules for accepting credit card payments for trust accounts because it differs by state. TSYS Merchant Solutions can provide your clients with a merchant account specifically designed for trust accounting which can take fees and chargebacks out of an operating account, instead of taking them out of a trust account, if that is what you need to satisfy your state bar trust requirements.

Unfortunately, we cannot support firms that attempt to use the same merchant account for Tabs3 payments and TAS deposits.  Please contact a member of Technical Support if you have questions.

Welcome to our New Certified Reseller

Jul 23

Posted by Joe Abler in PR / Announcements | No Comments

Congratulations to Wilka Michaelson of Michaelson Consulting of Lakewood, Washington who reached Certified Reseller status for Tabs3 and PracticeMaster! Michaelson Consulting has been added to our Certified Reseller list and map.

http://www.tabs3.com/resellers/cr_west.html

Please contact your Sales Representative if you have questions about how you can become a Certified Reseller.