Archive for May, 2016

QuickBooks® Remote Data Sharing (RDS) Changes

QuickBooks Remote Data Sharing (RDS) software allows Tabs3 users to pass information to the QuickBooks data files without having QuickBooks installed on each workstation. QuickBooks RDS version 2.1 is not compatible with Windows 8 or later and is no longer supported by QuickBooks. QuickBooks RDS version 6 is compatible with all currently supported versions of Windows, but works with Tabs3 version 18 only.

As a result, we have removed QuickBooks RDS from the Tabs3 installation CD and have updated our documentation so that users know which version of QuickBooks RDS they should download and use based on which versions of Windows and Tabs3 they are using.

Knowledge Base Article R10884, “QuickBooks Remote Data Sharing,” has been updated to include the following information:

  • A table that shows which version of RDS is required based on the version of Windows being used and the version of Tabs3 installed.
  • A link to download QuickBooks RDS version 6.
  • Instructions for installing and using each version.
  • An updated troubleshooting section.

PracticeMaster Toolbar Plug-In Available for WordPerfect X8

PracticeMaster now supports the WordPerfect Toolbar Plug-in for WordPerfect X8. The toolbar plug-in allows you to work with documents in WordPerfect and save them as Document Management records in PracticeMaster. You can also create journal, calendar, and fee records while working with a WordPerfect document. Support for WordPerfect X8 requires PracticeMaster Version 18.1.3.439 or later (posted May 12, 2016).

New Guides Available

Two new guides are now available.

  • Integration Guide – The Integration Guide covers integration between Tabs3 and PracticeMaster products. This guide introduces users to the integration features available and provides step-by-step configuration information. Learn how to configure Tabs3 and PracticeMaster, Tabs3 and Trust Accounting, Tabs3 and General Ledger, Tabs3 and Accounts Payable, Accounts Payable and General Ledger, and Trust Accounting and General Ledger.
  • QuickBooks® Integration Guide – The QuickBooks Integration Guide covers QuickBooks integration with Tabs3 software. This comprehensive guide includes information on setting up integration and how QuickBooks integrates with Tabs3.

Take a look at these new resources using the links above or via the Documentation page on our website at Tabs3.com/Docs.

 

Forum Pictures

Paul Purdue continues to collect hardware by accepting three awards – Single Site Reseller of the Year, Single Site PracticeMaster Reseller of the Year, and PracticeMaster Reseller of the Year.

Paul Purdue continues to collect hardware by accepting three awards – Single Site Reseller of the Year, Single Site PracticeMaster Reseller of the Year, and PracticeMaster Reseller of the Year.

Britt Lorish and Sandy Adams are proud to win Reseller of the Year!

Britt Lorish and Sandy Adams are proud to win Reseller of the Year!

Bill Baker wins Platinum Reseller of the year.

Bill Baker wins Platinum Reseller of the year.

Mohammad Khorasani gives his opinion of the Forum as De Etta Holder looks on.

Mohammad Khorasani gives his opinion of the Forum as De Etta Holder looks on.

Saying good bye to a trailblazer.  We’ll miss you Sandy Adams!

Saying good bye to a trailblazer. We’ll miss you Sandy Adams!

Jim Degnan accepts his Tabs3 Reseller of the Year award.

Jim Degnan accepts his Tabs3 Reseller of the Year award.

Monica D’Amore collects her Single Site Platinum Reseller of the Year award.

Monica D’Amore collects her Single Site Platinum Reseller of the Year award.

Edie Zimmerman gladly accepts her Tabs3 Reseller of the Year award.

Edie Zimmerman gladly accepts her Tabs3 Reseller of the Year award.

Dan Berlin moderates The Feud while Donald Coker contemplates the rules of the game.

Dan Berlin moderates The Feud while Donald Coker contemplates the rules of the game.

Survey says!

Survey says!

Team West strategizes.

Team West strategizes.

Tabs3 Recognized as the Most Innovative Time and Billing Software

We have some exciting news to share with all of you.

Tabs3 Billing Software was just named the most innovative billing software by American Lawyer Media, Legaltech News, and The Recorder. If you don’t know, the Innovation Awards are an annual recognition of the best legal technology leaders, products, and projects in the legal community.

You can view and download the official press release here: LTN Innovation Awards

Below is an email template you can use with your current clients or leads to announce the great news! Keep in mind that we will send an email blast to all lost and active leads (since 2015) this week.

Email Template:

Good morning/afternoon,

I just got off the phone with Dan Berlin, President of Tabs3 software, and he wanted me to share some great news with you!

Tabs3 Billing Software was just named the most innovative billing software of 2016 by American Lawyer Media, Legaltech News, and The Recorder. The Innovation Awards are an annual recognition of the best legal technology leaders, products, and projects in the legal community.

I’m honored to support an innovative product like Tabs3, and would love to show you the newest features sometime soon.

If you’re interested in scheduling some time with me for a demonstration, let me know.

Thanks you,

Your Name

The Forum

What a terrific Forum. It was good seeing so many familiar faces, and some new ones. We’re just as busy after the Forum as we were preparing for this big event. There is so much information to process! We spend hours going through notes, rankings, new features, and feedback to help make future plans. Next year’s Forum is back at Embassy Suites, and will be held the weekend of April 21 – 22, 2017. Be sure to mark your calendars.

Thanks to everyone who participated in the 2016 Forum. You all helped make it a big success.

Speakers

  • Jeff Krause – Solfecta, LLC
  • Sheryn Bruehl – River Run Computers Inc.
  • Christina Cline – C.R. Cline & Company, LLC
  • Judy Lassek – Legal Software Services LLC
  • Debbie Foster – Affinity Consulting Group
  • Monica D’Amore – D’Amore Consulting, LLC
  • Paul Purdue – Attorney Computer Systems

Success Stories

  • Bill Baker – Baker + Cadence Solutions
  • Paul Purdue – Attorney Computer Systems
  • Sandra Adams – Affinity Consulting Group

The Feud Participants

Team West

  • Judy Best – CyTek Corporation
  • Cheryl Atherton – Consulting Ideas & Solutions
  • Christina Cline – C.R. Cline & Company, LLC
  • Sheryn Bruehl – River Run Computers Inc.

Team East (Winners and probably cheaters)

  • Sandra Adams – Affinity Consulting Group
  • Donald Coker – Donald J. Coker, PA
  • Edie Zimmerman – Legal Software Solutions
  • Monica D’Amore – D’Amore Consulting, LLC

Welcome New Certified Reseller

Congratulations to Ramon Nuguit of Foothill Technical Solutions LLC of Rocklin, California who reached Certified Reseller status for Tabs3 and PracticeMaster! Foothill Technical Solutions LLC has been added to our Certified Reseller list and map.

tabs3.com/resellers/cr_west.html

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

Nelco Webinar on May 24th at 1pm Central Time

On Tuesday, May 24th at 1pm we will host a webinar along with Nelco on How to Prevent Check Fraud and What to Look For.

Modern technology allows criminals to create forged cashier’s checks that are virtually indistinguishable from legitimate cashier’s checks. As a result, it may take a surprisingly long number of days, even weeks, to catch the forgery. But even when it is uncovered, the victim will still be in the same pickle, since financial institutions will take the position that the person who deposited the check with them is responsible and will charge it back against the depositor’s bank account. This can be devastating, particularly if the account is a law firm trust account.

To help make sure that you or others in your law firm do not fall prey to such devastating consequences, join us on Tuesday, May 24th for our free webinar, How to Prevent Check Fraud, to learn more about what to look for in a legitimate check and how to make sure your checks have enough security features to ensure you’re protected against check fraud.

You’ll learn…

  • What check security is available
  • Common misconceptions of check security
  • How to choose which level of check security is right for your firm
  • How to print checks directly from Tabs3 software

We recently sent out an email to all Accounts Payable and Trust Accounting clients, and the webinar will also be promoted through our online newsletter and a direct mailer that Nelco will send out.

You and your clients can register to attend the live webinar, receive a webinar recording, or both at www.tabs3.com/CheckWebinar.