I’m excited to announce that we have a new webinar available for clients and prospects starting May 17!

How to Track Collections Within Tabs3

Following up on overdue balances can be a time-consuming task, but with Tabs3, you can easily track how much a client owes you, how much is overdue, and document the last time you talked to them! Join our new 30-minute webinar, How to Track Collections Within Tabs3, to learn how to track collections and how you can shift the collections risk from your firm.

Sign up link: www.tabs3.com/creditcardwebinar

We recently changed our corporate structure from Software Technology, Inc. to Software Technology, LLC. We are going through our print and digital materials to reflect this change, but we also ask that you change any references to Software Technology, Inc. in your materials as well. Even though we are an LLC, we will continue to use the STI acronym. Some habits are hard to break.

Here are some materials you might want to review:

• Your website
• Your email signatures
• Emails and letters
• Printed marketing materials
• Tradeshow banners

If you have any questions, please reach out to your sales representative. We appreciate your cooperation with this transition.

Each month we present a variety of webinars covering popular topics. Feel free to promote these to clients and prospects; you can also view them yourself to learn more about a topic or learn how to present something differently. As always, we will let you know if a lead comes through for you.

Register for one of our live webinars:

• Tabs3 and PracticeMaster Software Demonstration (Weekly)
• The Power of PracticeMaster (Monthly)
• How to Make Tabs3 Software Run Faster (Monthly)
• Accepting Credit Cards (Monthly)
• Document Management (Monthly)

View a webinar recording:

• How to Prevent Check Fraud
• Everything You Need to Know About 1099s
• CalendarRules and PracticeMaster

We debuted a new way the reseller listings are displayed on our website. I am confident that this change will look more modern and help prospects more easily find your listing.

Previously, if a prospect wanted to view resellers in their area, they either had to click on the reseller map or know which region they’re in and click on the appropriate link on the left side bar.

This format created problems for prospects who live near the borders of those regions. For example, what if they’re in Colorado? They have three regions they could search for the nearest reseller. Even worse, if they were in Kentucky, they would have five regions they could search for the nearest reseller.

Then, when they went to their region, resellers were organized 1st by President’s Circle members and 2nd by Last Name. This could cause issues, because unless they know Florida’s geography well, it’d be hard to find a reseller that was near them in Orlando.

I am excited to debut a more modern and user friendly way to display our resellers – searching for resellers based on zip code.

You can view the change here: http://www.tabs3.com/resellers/resellers.html

Once again, Tabs3 logo shirts are available for order.  They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each shirt is custom ordered and embroidered with our logo. In addition to logo shirts, various Tabs3 accessories are available such as blankets, cinch packs, and beach towels. Follow the link below for shirt and accessory options. To purchase, fax or email your order by February 28, 2017.

Order Form – https://www.tabs3.com/offers/reseller_items_for_order.pdf

Check out the new Training Videos

More new Training Videos

On Wednesday, December 14th at 1pm Central Time, we will hold a webinar in conjunction with Nelco on filing 1099-MISC forms with Tabs3 software. We will also mention the new deadlines for filing 1099-MISC forms.

We will notify all Accounts Payable and Trust Accounting clients this week, but if you would like to invite some of your clients, you can direct them to http://forms.tabs3.com/1099-form-webinar/.