- 35-45 Consulting – Nancy Griffing, Houston, TX
- Affinity Consulting Group – Britt Lorish, Daleville, VA; Steven Best, Alpharetta, GA; Debbie Foster, Largo, FL
- Baker + Cadence | Solutions – Bill Baker, Hollister, CA
- Beyond Square One – Donna Brown / Amy Crump, Blanchard, OK
- Circle Management Group Ltd. – Laura Kennedy / Ken Kennedy, High Point, NC
- Computer Network Services – Dominic Morinelli, Grosse Pointe Park, MI
- Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
- CR Cline & Company LLC – Christina Cline, Normandy Park, WA
- CyTek Corporation – Judy Best / Rick Bernauer, Kansas City, MO
- D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ
- Donald J. Coker – Donald Coker, Strafford, NH
- DoxAdvisors LLC – John Rock, St Michaels, MD
- Greentree Solutions LLC – Norman Calderon, El Segundo, CA
- Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA
- Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
- Legal Software Solutions – Edie Zimmerman, Brazil, IN
- Resource Advisors – Harry Salavantis, Albany, NY
- Spillman Technology Solutions – Craig Spillman, Aurora, CO
- The Systems Shop – Jeff Levine, New York, NY
Archive for January 21st, 2022
And that’s a wrap for 2021! It was another fantastic year for our family of consultants. We appreciate everyone’s efforts and look forward to what you will accomplish in 2022. Congratulations to Affinity Consulting Group, our Consultant of the Year!
Below are your 2021 award winners.
Consultant of the Year for 2021
1) Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)
2) Harry Salavantis, Resource Advisors (Albany, NY)
3) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
Honorable Mention:
- Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
- Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)
Tabs3 Billing Consultant of the Year
1) Edie Zimmerman, Legal Software Solutions (Brazil, IN)
2) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
3) Harry Salavantis, Resource Advisors (Albany, NY)
Honorable Mention:
- Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
- Donald Coker, Donald J Coker (Strafford, NH)
- Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
PracticeMaster Consultant of the Year
1) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
2) Harry Salavantis, Resource Advisors (Albany, NY)
3) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Honorable Mention:
- Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
Platinum Consultant of the Year
1) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
2) Edie Zimmerman, Legal Software Solutions (Brazil, IN)
3) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Honorable Mention:
- Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
- Harry Salavantis, Resource Advisors (Albany, NY)
Congratulations everyone on your awards!
New Knowledge Base Articles
Jan 21
The following articles have been added to the Knowledge Base over the last few months. You’re likely familiar with our “Moving Tabs3” articles but please note those listed below are new and specific to Version 2022.
R11893 – IRS 1099-NEC Changes for Tax Year 2021
R11898 – Configuring the PracticeMaster Platinum Exchange Connector for Exchange Online / Microsoft 365
R11899 – Transitioning from a Local Exchange Connector to Exchange Online / Microsoft 365
R11900 – Tabs3 Accounts Payable Invoice Attachments
R11895 – Moving Tabs3 Software
R11896 – Moving Tabs3 Platinum Software
New Videos
Jan 21
We’ve received a few video requests that our Video Team delivered on this month!
Comparing All Actions and the Task Folders:
This video is a side-by-side comparison of All Actions and the Task Folders. Recommend this video to users/firms who continue using legacy theme settings or who express concerns about using All Actions because they are used to the Task Folder setup. While both features are compared, the video also points out the many benefits that All Actions provides. This video is located in All Tabs3 Software | Getting Started.
Scheduling a Meeting in PracticeMaster:
This video covers how to schedule a meeting and notify users about the upcoming meeting in PracticeMaster. This video is a good starting point for users who are new to our calendar features. You can find this video in PracticeMaster | Calendar.
Let our Video Team know at [email protected] if you have further suggestions.