Consultant eNews

News and Resources for Consultants

Archive for category General

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.

New Features Posted

Feb 20

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

Version 20.1.8 of Accounts Payable now has the ability to store a copy of an invoice or receipt with the corresponding invoice, manual check, or EFT.  Simply click the new Attach File button and select the file you want to store with the invoice.  When the APS entry is saved, a copy of the attached file will be placed in an “APS Invoice” folder in the Current Working Directory.

Additionally, we added the ability to quickly print an individual check for an unpaid invoice from the APS dashboard.

Keep up-to-date with all the changes to Version 2020 by reviewing the Version 2020 Release Notes, watching for update emails, and reading eNews.  Firms can also use the Help|Check for Updates option to get the latest release information.

More Training Videos!

Feb 6

Posted by Joe Abler in General, Marketing | No Comments

Our awesome video crew is still hard at it and have recently posted more videos that your prospects and clients may wish to view.

Using Quick Clicks (PracticeMaster, 3:33)

Getting Started with Clients (PracticeMaster, 3:02)

Adding a Letterhead Image (Tabs3, 2:34)

What’s coming next?  Expect to see Calendar Overview, Recurring Entries and Conflict of Interest videos coming to a popular web page soon! Additional videos are headed your way over the coming months.

You can access all Version 2020 videos at https://www.tabs3.com/trainingvideo/v2020/video.html.

If you have suggestions for new videos or feedback on what we already have, email [email protected].

2019 Tabs3 and PracticeMaster Consultant Awards

Jan 13

Posted by Joe Abler in General | No Comments

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2019 Tabs3 and PracticeMaster Consultant Award winners:

PracticeMaster Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Britt Lorish, Steven Best, Debbie Foster, and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

3)     Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

Tabs3 Billing Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)     Britt Lorish, Steven Best, Debbie Foster, and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

Platinum Consultant of the Year

1)     Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

2)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)     Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

3)     Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

Consultant of the Year

1)     Britt Lorish, Steven Best, Debbie Foster, and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)

2)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

Congratulations to Britt, Steven, Debbie, the Affinity team, and all of the other consultants recognized for having such an outstanding 2019.

 

Here are our 2019 Single Site Consultant Award winners:

 

Single Site PracticeMaster Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)     Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

Single Site Tabs3 Billing Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)     Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)     Donald Coker, Donald J Coker (Strafford, NH)

Single Site Platinum Consultant of the Year

1)     Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)     Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)     Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

Single Site Consultant of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)

3)      Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)

Congratulations to Paul Purdue, and our other single site award honorees.

Shipping Charges for 2020

Dec 31

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Most orders are delivered electronically, so this won’t affect many of them.

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.

COD Letters
UPS Ground (3 – 5 business days) $29
UPS Blue (2 day air) $51
UPS Red (overnight) $69

Prepaid Letters (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $19
UPS Blue (2 day air) $41
UPS Red (overnight) $59

COD Packages
UPS Ground (3 – 5 business days) $29
UPS Blue (2 day air) $52
UPS Red (overnight) $102

Prepaid Packages (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $19
UPS Blue (2 day air) $42
UPS Red (overnight) $92

Taskbill Resources

Dec 23

Posted by Dawn Bevans in General, Technical | No Comments

Taskbill exports billed fee and cost transactions from Tabs3 Billing in an electronic format. Exported data can then be sent to companies that require electronic billing in a specific format. Using Taskbill can be challenging due to the increasing number of formats and configuration options available. To help make this process easier, the following resources are available:

  • New Video – eBilling Using Tabs3 and Taskbill walks users through the basics of configuring and exporting statements using Taskbill.
  • Knowledge Base Article R11737, “Configuring and Using Taskbill,” is a one stop shop for Taskbill configuration and export instructions.
  • Knowledge Base Article R11769, “LEDES 1998B Subformat Information for Taskbill,” breaks down the most commonly used eBilling format (LEDES 1998B) with details for where field information is pulled from and how the export file will look.

Version 17 Sunset Reminder

Dec 17

Posted by Joe Abler in General | No Comments

Just a reminder that as of November 1st we’ve sunset Version 17.  We did offer a 60 day grace period for firms still interested in getting support, but that is about to expire.  Beginning with the new-year we will no longer support Version 17 and prior versions at all, so be sure to let your customers know.  It’s a good way to generate sales and service work.  Use your QBR to determine what firms are affected by this change.

Tabs3 Version 2020 Template

Dec 6

Posted by Joe Abler in General | No Comments

Just a reminder to notify your customers about the release of Tabs3 Version 2020 by using the template recently sent to your attention by Bruce Policky, our Client Success Manager.  It’s a great opportunity to make customers aware of the new features now available to them and to generate service work.  If you didn’t receive the template, lost it, ignored it, and need it resent, please let Joe know.    

Holiday Hours

Dec 6

Posted by Joe Abler in General | No Comments

Below is our holiday office schedule. All times listed are Central Time.

  • Friday December 13th – Phones will shut off at 3:30 p.m. for our annual Christmas party.
  • Tuesday December 24th – The office will close at 3:00 p.m.
  • Wednesday December 25th – The office will be closed in recognition of Christmas.
  • Wednesday January 1st – The office will be closed for New Year’s Day.