We wanted to update you on a few opportunities you and your clients will have to view credit card integration in Version 18.

November 12 and December 17: Accepting Credit Cards Webinar

This is our regular monthly webinar on accepting credit cards, but we have transitioned to demonstrating Version 18 and ProPay. We would encourage clients who do not currently accept credit cards to attend this webinar, as we will not be discussing the transition in great detail. Reserve your spot at Tabs3.com/CreditCardWebinar.

December 8: ProPay Transition Webinar

This will be a one-time-only webinar set up for clients and resellers who currently accept credit cards through Tabs3 software. We will discuss the ProPay transition, and answer any questions there may be. You may opt to attend the live webinar, or receive a webinar recording. Reserve your spot at Tabs3.com/ProPayWebinar.

Software Technology, Inc. (STI) is excited to work with Trumpet to integrate Symphony OCR with PracticeMaster’s document management feature. Symphony OCR is a fully integrated OCR (Optical Character Recognition) product that will provide PracticeMaster customers with a more comprehensive document management solution.

Text searches are great, but without OCR software, image-based PDFs are not text searchable.  Symphony OCR gives users the confidence of knowing that all documents will be found when using PracticeMaster’s text search functionality.

Symphony OCR runs as a “back-end” process, continuously monitoring PracticeMaster for any new documents that need to be OCRed. Once Symphony OCR determines a document needs to be OCRed, it automatically OCRs the document.  Symphony OCR will also review all existing saved documents and OCR them when necessary.

Symphony OCR is designed as software that “just works”. Once the software is installed there is no manual interaction needed to OCR documents.

For additional questions about Symphony OCR for PracticeMaster please contact Robin Houston at [email protected] or 480.961.6003 ext. 7.

Tabs3 is nominated for a multitude of awards in two different surveys that close in September.

The first survey is for the Best of Daily Business Review (DBR) Survey and it closes on September 13. The DBR’s annual reader’s choice ranks South Florida’s top legal vendors of services, products, or education. Tabs3 and PracticeMaster software nominated for the following categories:

• Best Case Management Solution
• Best Docketing & Calendaring Solution
• Best Time & Billing Solution

If you live or work in the South Florida area, please vote for Tabs3 and PracticeMaster here.

The second survey is for the Best of LegalTimes Survey and it closes on September 24. The LegalTimes’ annual reader’s choice ranks Washington, D.C.’s top legal vendors of services, products, or education.  Tabs3 and PracticeMaster software nominated for the following categories:

• Best Matter Management System
• Best Case Management Software
• Best Docketing & Calendaring Software
• Best Time & Billing Software

If you live or work in the Washington, D.C. area, please vote for Tabs3 and PracticeMaster here.

Finalists are determined by popular vote for both surveys, so please forward this on to your clients if they live in the specified areas.

In the past year, Tabs3 Billing has been recognized as one of the best legal time and billing systems by the Best of Legal Times Survey, the National Law Journal Reader Rankings, and the Legaltech Innovation Awards. Legaltech News, The National Law Journal and Legal Times are some of American Lawyer Media’s most prominent national legal news publications, which also includes American Lawyer, Corporate Counsel Magazine and Legal Technology News.

“We are thrilled to be recognized by the readers of these legal publications. For over 35 years we have worked hard to develop reliable and quality software for law firms.” said Dan Berlin, President of Software Technology, Inc. “This kind of recognition from the legal community means a great deal to our entire team.”

We received a digital plaque for being recognized as one of the top providers to the legal marketplace, so feel free to use the digital plaque in your marketing as well.

Best of Readers Rankings for the National Law Journal

We are excited to announce that we will release Version 18 Beta for resellers on Wednesday, August 26^th!

To get you ready, we will offer training over three days starting on August 24th.   You can see the schedule and sign up here: http://tabs3resellers.eventbrite.com.

Thank you in advance for helping with the pre-release of Version 18.  It’s going to be a great release.  Please let me know if you have any questions.

Scott Baird

P.S.  Don’t forget to recruit clients (especially firms that use GL and Trust) so that we can get Version 18 to market quickly.  Feel free to share the features in the What’s New List with individual clients and prospects. Once a client is ready, use this form (www.tabs3.com/prerelease) to sign them up or use the email template we created below.

Good morning,

Dan Berlin, the President of Tabs3 Software, just called to let me know I can include a few of my clients in the pre-release of Version 18, and I immediately thought of you.

Version 18 is full of solid enhancements, especially for firms with Tabs3 Financial Software. The reconciliation process in Tabs3 General Ledger Software (GLS) and Tabs3 Trust Accounting Software (TAS) has been completely redesigned to include fewer steps, and to be better. For example, if you happen to enter in the wrong payment date or clear a transaction by mistake, the new Undo Reconciliation feature makes it quick and painless to make corrections.

Here are some additional Version 18 highlights from the What’s New List that Dan sent me:

• Import Bank Transactions – Save time by importing transactions downloaded from your bank’s website directly into Tabs3 General Ledger and Trust Accounting software. The software will automatically create “matched transactions” for you to review.
• Automatic Trust Payments – Using settings you define, automatically create a payment from your client’s trust account when you generate your client’s statement. You can also combine trust transactions for easier reconciliation.
• Enhanced Reconciliation – Easily enter Interest and Service Charge adjustments. The new Undo Reconciliation program lets you undo reconciliations performed in Version 18 or later.
• Improved Fee and Cost Entry – Use the Fee Recap icon for a summary of fees entered for a timekeeper on a specified date. See which rate you charge when adding or changing a fee and cost entry in PracticeMaster, as well as when using the Convert to Fee feature.
• Date-Based Reports – All period-based reports in Tabs3 Billing are now date based, which means they can be run for previous months, and no longer rely on advancing the current reporting month.

I hope you are interested in the pre-release of Version 18. If you are interested, just visit Tabs3.com/PreRelease for further instructions. If you are not interested, please let me know, so that I can offer this opportunity to another firm.

If you have any questions, please let me know.

Thanks,

(Your name)