Archive for category General

Collaboration Database Reminder

It’s a new year and a good time to remind everyone about our collaboration database. This database contains numerous consultants who offer a wide variety of specializations including Tabs3 and PracticeMaster, accounting, 3rd party integrations, Worldox, Outlook, SQL assistance, knowledge about competition, and much more. If you’re not already familiar with your peers in our consultant channel and would like expert knowledge in a specific area, we’re happy to connect you.

If you wish to be added to the collaboration database, simply take the Consultant Collaboration Survey. Contact Joe to update your profile if you’ve acquired new skills or advanced knowledge that you would like to be added to the database.

Platinum and Platinum SQL Net 30 Promotions

As a reminder, we continue to offer a Net 30 promotion allowing firms to upgrade to Platinum without spending money up front. This offer is available for current users upgrading to Platinum, or Platinum SQL.  You can even add Tabs3 Connect subscriptions to the order. This is a perfect way for firms to test these advanced products.  Check out our Knowledge Base Article Platinum Version Net 30 Trial Plan for additional information.  If you have questions about the Net 30 terms, please contact the Sales Department.

Platinum Server Cache Optimization

This afternoon we posted a Version 19 update to optimize the Server Cache settings in the Platinum Server Configuration file.

To take advantage of this optimization, all Platinum firms should download and install version 19.1.7.709. Please note, this update requires all users to exit the software and must be performed at the server.

Proper server cache configurations can have a great impact on Tabs3 software performance and, over time, firms may need to change their Platinum Server Cache settings in order to accommodate increased data sizes. We recommend taking this opportunity to review the current settings in System Configuration. Select Platinum | Platinum Server Configuration, then select the Server Cache tab. Knowledge Base Article R11644, “CTSRVR.CFG Configuration File,” provides guidance for these settings.

If you have any questions, you can contact our Support Team at 402-419-2210.

Shipping Charges for 2019

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) $28
UPS Blue (2 day air) $48
UPS Red (overnight) $64

Prepaid Letters (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $18
UPS Blue (2 day air) $38
UPS Red (overnight) $54

COD Packages
UPS Ground (3 – 5 business days) $28
UPS Blue (2 day air) $48
UPS Red (overnight) $95

Prepaid Packages (credit card or prepaid check orders)
UPS Ground (3 – 5 business days) $18
UPS Blue (2 day air) $38
UPS Red (overnight) $85

Version 19 Videos

We are currently in the process of making new training videos for Version 19. In addition to adding content for our new features, we will also be updating the overall look and sound of our videos moving forward! However, please keep in mind that although the appearance of Version 19 has changed, the concepts of the Version 18 videos are still relevant. We will maintain a link to the Version 18 videos from the Version 19 Training Videos page.

Beginning with Version 19, we are also hosting our training videos on YouTube. Check out R11777, “All About Training Videos,” to see how you and your clients can easily access videos.

The following videos are currently available on our YouTube channel:

  • What’s New in Tabs3 Version 19
  • Customizing & Using Quick Launch
  • Using and Customizing My Actions
  • Tabbed Mode Splitscreen
  • Getting Paid Using Online Payments
  • Easy Filing 1099s Using Tabs3 E-file
  • Using the Recap of Hours

Make sure to subscribe to our YouTube channel to be the first to know when new videos are uploaded!

Nelco Online Portal Integration

We’re inviting consultants and existing users to attend a webinar we’re presenting on 1099s.  You’ll also get to see a new Version 19 feature during the presentation!

Join us for the webinar and learn:

  • What you are required to include on 1099s and what you can exclude from them
  • Important deadlines and procedures
  • How you can fill out 1099s in Tabs3 software
  • How you can export 1099 information using the Nelco Web Reporting Portal to prepare your forms online

The Nelco Web Reporting Portal portion of this webinar is the new feature we’re releasing very soon!  Follow this link to select from two different webinar dates.

ProCirrus Presentation for Tabs3 Consultants

Last week the National Sales Director, Ronny Loew, of ProCirrus presented a 45 minute webinar on the ProCirrus Cloud. Ronny did a great job demonstrating how to advise your clients on the decision to go to the cloud, criteria for cloud providers, and more.

For those of you that weren’t able to attend, you can view the presentation by clicking the link below.

https://procirrus.sharefile.com/d-sc8f8a7cbe1a4e0b8

Some have asked for a text version of the slides that suggest how to best introduce ProCirrus and this information is below.

 

Making the Introduction:

 

  • Attorney, Office Admin, CFO:
    • Their customer service driven team supports everything from your on-site hardware to your software in the cloud.  They also have security, compliance, backups, and disaster recovery handled.  Most firms find ProCirrus to be a big cost savings over in-house servers and support.  I’d like to get you in touch with them so you can see a demo and get some numbers.  Is that okay with you?
  • In-House IT
    • ProCirrus is our full-service cloud hosting partner.  Their customer service driven team supports everything from your on-site hardware to your software in the cloud.  They also have security, compliance, backups, and disaster recovery handled.  Most firms find ProCirrus to be a big cost savings over in-house servers and support.  They are a great addition to your existing IT team. They free you up from the menial tasks and let you focus on the more important projects that keep getting delayed.  I’d like to get you in touch with them so you can see a demo and get some numbers.  Is that okay with you?

Holiday Hours

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

  • Friday December 14th – Phones will shut off at 3:30 p.m. for our annual Christmas party.
  • Monday December 24th – The office will close at 3:00 p.m.
  • Tuesday December 25th – The office will be closed in recognition of Christmas.
  • Tuesday January 1st – The office will be closed for New Year’s Day.

ProCirrus Demonstration

Many of you are aware that ProCirrus is our preferred national hosting provider. To help you learn more about their services we’ve arranged for Ronny Loew to present a webinar on ProCirrus.  Below is Ronny’s invite.  A recording of the webinar will be made available after the session.

 

Please register for ProCirrus Cloud Demo for TABS3 Consultants on Nov 27, 2018 1:00 PM CST at:

https://attendee.gotowebinar.com/register/670948778204285953

Join STI and ProCirrus for a 45 minute overview on the ProCirrus Cloud. Learn about how to advise your clients on the decision to go cloud, criteria for cloud providers, the ProCirrus business model and more!

After registering, you will receive a confirmation email containing information about joining the webinar.

Ronny Loew

National Sales Director
ProCirrus Technologies, Inc

EMAIL:        [email protected]

 

 

New Consultant Agreement Required

An updated consultant agreement is available right here on eNews. This new agreement will be required to sell CosmoLex as well as any other Tabs3 product beginning in 2019. There is now only one agreement for all of our software. A link to the agreement is located under the CosmoLex and Tabs3 columns, and you can find it here. Once completed, you can return your signed agreement to Doug Kocian.