Consultant eNews

News and Resources for Consultants

Archive for June, 2018

ProCirrus Announced as our Preferred National Cloud Hosting Partner

Jun 22

Posted by Joe Abler in Marketing, PR / Announcements | No Comments

We are pleased to announce that we have selected ProCirrus as our Preferred National Cloud Hosting Partner. ProCirrus is a full-service cloud hosting company that specializes in providing hosting services for the legal industry. With over a decade of successful Tabs3 hosting, ProCirrus is familiar with Tabs3 software. You can find more information about ProCirrus on their website at:

Knowledge Base article R11722 – Tabs3 in the Cloud and our Tabs3 in the Cloud white paper have been updated to indicate ProCirrus is our Preferred National Cloud Hosting Partner.

Rest assured, we will continue to work with any other hosting provider that our clients choose. Our relationship with ProCirrus simply makes it easier to help a firm that is looking for a hosting provider to know where to start. Furthermore, we will not suggest to clients that they switch hosting providers.

If you’re interested in establishing a working relationship with an additional hosting provider—or your first hosting provider, be sure to look at what ProCirrus has to offer.

New Taskbill Resource

Jun 20

Posted by Dawn Bevans in General, Knowledge Base, Technical | No Comments

We are pleased to announce a new resource that makes choosing the correct Taskbill subformat easier for everyone. Knowledge Base Article R11769, “LEDES 1998B Subformat Information for Taskbill,” provides detailed information on the LEDES 1998B format, the fields it contains, and how those fields are modified by the numerous subformats. You can review this information by field (seeing which subformats modify each field) and by subformat (seeing which fields are modified by each subformat).

Be sure to refer to this article the next time a firm needs help selecting a LEDES 1998B subformat to use. You may be able to find an existing subformat that works for you.

New Subscription PDFs Available

Jun 19

Posted by Joe Abler in General, Tips | No Comments

As you know, we recently reduced monthly subscription costs and we’re already getting great feedback! PDFs with new pricing are available for you to share with existing customers as well as new prospects. Links to these updated marketing documents, as well as your commission structure are below.

Our best prospects for subscription sales have been solos and smaller firms, especially those interested in utilizing Tabs3 Connect. We’re also seeing interest from firms running old versions. You’d be surprised how many firms still use unsupported versions of Tabs3 software. I spoke with a person just this week running Version 15 of Tabs3 and Taskbill. Stephanie does all time entry and billing for her father who is a solo using Tabs3 and Taskbill. The quote to get these licenses current was $1,035. Since subscriptions already include Taskbill, it’s only $32 a month for them to upgrade to Platinum SQL. Given the fact subscriptions also include Tabs3 Connect, Report Writer and Device Interface, it was a slam dunk. That’s as close as I’ve ever come to getting a hug over the phone!

Use your QBR to target these old firms. You may be surprised with the responses you get.

Email Template to use for lost Platinum Prospects

Jun 15

Posted by Joe Abler in Marketing | No Comments

Below is an email you should send to lost Platinum prospects that are solos and small firms regarding the reduction in subscription pricing. Price reductions go into effect today!

Subject: Good News Regarding Tabs3 Platinum Upgrades!

I recently heard from Dan Berlin, President and CEO of Tabs3. He let me know that they are reducing the price of monthly subscriptions for Tabs3 and PracticeMaster software by 20%!  This is a great way to access advanced features at a low monthly price. Use Tabs3 Connect to enter time from any device with an internet connection, HotBackup to back up your data any time, even schedule backups, and much more. Users on maintenance still receive 25% off in the first year, and 15% in the second year.

I would be happy to provide you with a demonstration as well as a quote if you are interested in learning more. Call me at XXX-XXX-XXXX, or email me at [email protected].

Shipping Changes

Jun 11

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for prepaid letters and packages. Most orders are delivered electronically, so this won’t affect very many. The few exceptions include ODBC Driver sales, some utilities, and Tabs3 Remote orders. Please add $10 to what appears below for any delivery going C.O.D.

Prepaid Letters (credit card, eCheck or prepaid check orders)
UPS Ground (3 – 5 business days) $16
UPS Blue (2 day air) $36
UPS Red (overnight) $52

Prepaid Packages (credit card, eCheck or prepaid check orders)
UPS Ground (3 – 5 business days) $16
UPS Blue (2 day air) $36
UPS Red (overnight) $82

Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs, Saturday delivery, or shipping beyond the lower 48 states.

Sunset of Version 16

Jun 5

Posted by Joe Abler in General | No Comments

As of June 1st, we are no longer supporting Version 16 of Tabs3 software. Please inform clients using Version 16 that they will need to update in order to receive support. You can use your QBR to locate who these firms are to generate sales and billable work.

Monthly User Newsletters have included reminders on the sunsetting of Version 16, and clients using Version 16 will be reminded of this when they speak with a Technical Support Representative.  Please contact the Sales Department or [email protected] for questions or update pricing information.

Subscription Cost Reduction

Jun 1

Posted by Joe Abler in PR / Announcements | No Comments

Effective June 15 we will be reducing the monthly subscription plan rates for our Platinum SQL levels of Tabs3 and PracticeMaster software by 20%. Tabs3 Billing and PracticeMaster software will be $32/month per user and Tabs3 Financial Software will be $8/month per user.

As a reminder, the subscription pricing model features a low monthly cost that includes all the benefits of being on maintenance and all the features of Platinum SQL. We’ll update marketing materials and notify you when and where they are available.

You can find an updated flyer with information for you about commission structure of subscription pricing and FAQs here.

Be sure to reach out to prospects that have previously declined due to pricing, and of course, let us know if you have questions about subscription pricing. To request a quote, contact a member of the Sales Department at (402) 419-2200, or email [email protected].

Collaboration Database Reminder

Jun 1

Posted by Joe Abler in General | No Comments

We want to remind everyone that a consultant collaboration database is in place so that we can connect you with suitable peers for assistance with various products, services, and of course, advanced expertise. A number of Tabs3 and PracticeMaster consultants completed the collaboration database covering dozens of different categories, and as you know, our channel offers a vast range of skills and abilities. We are happy to help you make a connection with a consultant offering assistance in the area(s) you need it most.

This database contains a list of experts for numerous products and services. Get help with software such as Worldox, Quickbooks and Outlook, services such as hosting, PracticeMaster customization, SQL query writing, familiarity with competitive products, and much more. If you wish to get added to the database, simply visit https://www.surveymonkey.com/r/ResellerCollaboration and complete the online form.

Please contact Joe Abler in the Sales Department if you are interested in getting help with a specific service so he can put you in touch with an expert.

Discontinuation of Trial CD’s

Jun 1

Posted by Joe Abler in General | No Comments

With the upcoming release of Version 19, we will no longer produce trial CD’s. Trials will only be available via download, and prospects will no longer be provided an option when completing the trial request form. New trial software will be available near the release of Version 19.

Cheaper Platinum Upgrades with new Timekeeper Levels

Jun 1

Posted by Joe Abler in General, Tips | No Comments

Beginning April 2nd of this year, new 29 and 69 timekeeper levels of Tabs3 became available. You should consider getting new quotes for firms on 39 or 99 timekeeper levels that previously elected not to upgrade to Platinum due to pricing. If their timekeeper levels do not exceed 29 or 69, they could consider a Platinum upgrade to a reduced timekeeper level at a cheaper price. Contact the Sales Department at 402-419-2200 for an upgraded quote, or email [email protected]. If you still have the original quote, be sure to provide the quote number to the sales member.