Consultant eNews

News and Resources for Consultants

Archive for March, 2020

Newly Added Videos

Mar 24

Posted by Joe Abler in General | No Comments

New videos have been added to our Tabs3 and PracticeMaster video library:

Using Tabs3 Connect (2:05)

Working with Remote Options (2:08)

Getting Started with Document Management (5:07)

Adding a Vendor (2:48)

Email [email protected] if you have an idea for a video or wish to provide feedback.

More New Training Videos!

Mar 3

Posted by Joe Abler in General | No Comments

Our video crew continues to crank out great new training video content for clients and prospects.  Below are the most recently added to an already impressive library.

Using the Matter Manager (PracticeMaster, 3:34)

Conflict of Interest Search (PracticeMaster, 4:16)

Calendar Overview (PracticeMaster, 5:03)

Using Recurring Dates (PracticeMaster, 2:26)

Invoice Attachments (Accounts Payable, 1:21)

Check out Tabs3 and PracticeMaster Training Videos to see all video content.  Do you have an idea for a video or wish to provide feedback?  Simply send an email to [email protected].  We would love to hear from you!

Sales Tax Change Reminder

Mar 3

Posted by Joe Abler in General, Software Technology | No Comments

As you know, due to economic nexus legislation effective March 1, 2020, Software Technology, LLC will begin collecting and remitting sales tax in many states (when applicable).

We are integrating with a 3rd party product called Avalara to manage taxability.  When you request quotes or place an order, our system will automatically apply taxes, if applicable, based on location and which products are sold.

You should have already received an email from Jared Moscrip, our Controller & Director of Finance.  It contained instructions on filing and submitting a new exemption certificate.  Please contact Jared if you have questions.

Rolling out new Features

Mar 3

Posted by Joe Abler in PR / Announcements | No Comments

We are in the process of rolling out new features for Tabs3 Version 2020.  The following features are now available in Pre-Release:

  • PracticeMaster Calendar Time Zones
  • CMARC file limit increase

Other features coming soon to Pre-Release:

  • Field length extensions for Clients, Contacts, and Payments
  • Increase statement number limit to 999,999,999

Customers on a Maintenance Plan that are interested in these new features are eligible to join the Pre-Release program.  They can simply send an email to [email protected] to start the process.  The Pre-Release team will send a Pre-Release Agreement, and once signed and returned, the customer will be able to download and install the latest version.