We want to take this opportunity to recognize a special group of resellers and consultants who have earned the distinction of President’s Circle for 2015. To achieve President’s Circle recognition, Certified Resellers and Consultants must:

• Have strong new unit and upgrade sales.

• Provide feedback on developments and changes in our industry.

• Provide feedback on marketing concepts and ideas.

• Offer ideas for product enhancements.

• Participate in beta testing.

• Take part in trade shows or seminars in their area.

• Post articles and responses in industry listservs such as TechnoLawyer.

• Collaborate on articles, reviews and case studies for industry publications.

President’s Circle membership is updated every year. Members of the President’s Circle are listed on our Website with a special logo designating their achievement. Members of the 2015 President’s Circle also have their fee waived to attend our 2015 Reseller Forum.

Here are the members of the 2015 President’s Circle in alphabetical order:

Congratulations to everyone on your outstanding achievements!

• Affinity Consulting Group – Britt Lorish / Sandy Adams, Roanoke, VA

• Attorney Computer Systems – Paul Purdue, Dundee, MI

• Baker + Cadence | Solutions – Bill Baker, Hollister, CA

• Beyond Square One – Donna Brown and Amy Crump, Blanchard, OK

• Business Assistants Inc – Don Grady, Spring Hill, FL

• CompassPOINT Legal – Jim Degnan, Jacksonville, FL

• CR Cline & Company LLC – Christina Cline, Seattle, WA

• Cytek Corporation – Judy Best / Rick Bernauer, Kansas City, MO

• D’Amore Consulting LLC – Monica D’Amore, Cherry Hill, NJ

• Estate Paralegals – Misty Callicott, Ft Worth, TX

• Greentree Solutions LLC – Norman Calderon, El Segundo, CA

• Lan-Tech Inc – David Moon, Marietta, GA

• Law Firm Automation Inc – Cathy Prichard, Kirkland, WA

• Legal Software Services – Judy Lassek, Scottsdale, AZ

• Legal Software Solutions – Edie Zimmerman, Centerpoint, IN

• MicroLaw Inc – Renee Kodner, Milwaukee, WI

• Resource Advisors – Harry Salavantis, Albany, NY

• Solfecta LLC – Katrina Jasaitis / Jeff Krause, Chicago, IL

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Garver Group Inc – Phil Garver, Voorhees, NJ

TSYS Merchant Solutions is currently running a promotion that pays you $100 every time you refer a client that activates a new merchant account. This opportunity will not cost you anything. Simply click the link below for a webinar recording that explains the details.

https://tabs3.webex.com/tabs3/ldr.php?RCID=0007714b18d1b07406ffe5632c9fc040

If you have any questions about setting up your account in the TSYS Affiliate Resource Center, please contact Craig Raridon (402-574-7986 or [email protected]).

In October, our staff held 16 sessions of online training over the Tabs3 Billing, Financial, and PracticeMaster software. If you missed that training, you can sign up now for links to streaming videos from all of the sessions below at the same $60 price. Streaming videos will be available until December 12th.

Here are the sessions you missed:

• Ordering, Installing, and Setting up users on Tabs3 Software
• Setting up Tabs3 Billing Software for New Firms
• Customizing Statements in Tabs3
• Reporting in Tabs3 Billing
• Making Adjustments in Tabs3 Billing
• Configuring and Using Tabs3 General Ledger
• Accounts Payable and Trust  Accounting Basics
• Integration between Tabs3 Billing and Financial Software
• PracticeMaster Out of the Box Part One
• PracticeMaster Out of the Box Part Two
• PracticeMaster and Outlook Integration
• PracticeMaster Document Assembly Basics
• PracticeMaster WorkFlows
• PracticeMaster Report Writer
• PracticeMaster Document Management
• PracticeMaster Calendar Plan Templates

For just $60 – you can get over 16 hours of training that cover everything from ordering and installing the software to customizing it to work best for your clients. Sign up here to get access to these sessions:

https://www.eventbrite.com/e/recordings-tabs3-training-for-resellers-and-consultants-registration-13964920453

Given the high demand for conversions to Tabs3 from other programs, and the resulting delays in scheduling conversions, we have added another conversion programmer to our team. To schedule a conversion, or for more information on working with our conversion programmers, contact our sales department at 402 419-2200.

Mark your calendar, dates for the 2015 Forum are set! The Forum will be held March 20-21 (Friday & Saturday) at the Embassy Suites in downtown Lincoln. Watch your inbox for upcoming details. We look forward to seeing you all there!

We want to let you know that STI’s Executive Vice President, Ken Merkt, is retiring from day to day operations at STI as of this Friday, September 5^th.

Over the past 31 years, Ken has made countless contributions to the growth and success of STI.  Working with resellers and consultants has been a large part of Ken’s work here.  He has led our planning efforts for the annual Reseller Forum the past few years.  Although he will not be doing that for our 2015 Forum, we are happy to say that Ken will attend next year’s Forum, giving you a chance to share memories with him and wish him well in his retirement.

We have been lucky to have Ken on our team, and we are extremely grateful for everything that he has contributed over the past three decades.  He will be missed.

We wish Ken all the best as he starts to enjoy his retirement.  Please let us know if you have any questions.

Brad, Dan and Scott

Congratulations to John Rock of JROCK Consulting LLC of Cockeysville, Maryland who reached Certified Reseller status for Tabs3 and PracticeMaster! JROCK Consulting LLC has been added to our Certified Reseller list and map.

http://tabs3.com/resellers/cr_northeast.html

Please contact your Sales Representative if you have questions about how you can become a Certified Reseller.

Congratulations to Caren Schwartz of Time & Cents Consultants LLC of Fairfield Connecticut who reached Certified Reseller status for Tabs3 and PracticeMaster! Time & Cents Consultants LLC has been added to our Certified Reseller list and map.

http://tabs3.com/resellers/cr_northeast.html

Please contact your Sales Representative if you have questions about how you can become a Certified Reseller.

Below is an e-mail recently sent by Scott Baird regarding our new software delivery methods.

———–

I am excited to announce some changes to our system for delivering and maintaining our software.  Starting today, existing clients can enable upgrades and additional product licenses over the internet, without a CD.  New clients will still receive a CD with their initial order.  We’ve also made another change in order to make the new Tabs3 Connect subscription possible.  Starting with Version 17.1.2, firms need to have an Internet connection on one of the computers running our programs so we can verify their licenses.

After you read the details below, let me know if you have questions.  Anyone in the Sales Department can also answer your questions when you place an order.

Scott

Enable an Order without a CD

In order to enable an order without a CD, a firm needs to be running Version 17.1.2 or later.  If your order will not include a CD, you will receive an email with installation instructions and your invoice as an attachment.

Upgrading

Firms adding timekeepers or users, or upgrading to multi-user, only need to run “Help|Check for Updates” and then restart the relevant program to enable the upgrade the day the order has been processed.  When you restart the software, it will check for a new authentication certificate from our server that will enable the upgrade.  As soon as you receive the email confirmation of your order, our server will have been updated and you can enable the upgrade.

If you don’t take these steps, the upgrade will happen automatically the day after the order is placed, when someone at the firm restarts the software.

Adding new products

Firms adding a new product (this includes the Platinum Server and Platinum SQL Server) will need to download and run the Web installer to enable new programs.  Instructions for how to do this will be included in the email confirmation of the order.  As soon as you receive that email confirmation, you can download and run the Web installer.

Updates

Firms on Version 16 or later that are purchasing updates to their licenses can download those updates within 2 business days.  Firms updating from versions before Version 16 need to receive a CD.

Shipping and Delivery Charges

Enabling orders for current firms is now our preferred way to deliver these orders.  There is no processing or delivery fee for these orders. However, there will be a $50 charge plus shipping for firms that request a CD when it is not required for an order.

Internet Access

In order to enable this change in our order processing, and in order to provide a Tabs3 Connect subscription, firms will need to have Internet access on at least one computer that runs our software.  Starting in Version 17.1.2, software license information will be stored in an authentication certificate.  The Internet is used to periodically renew the certificate automatically.  It must renew within 60 days of the last check or, after several pop-up warnings, the software will shut down.    Firms without Internet access will need to request a special certificate that can be renewed manually every 6 months.

Tabs3 version 17 update notifications have been e-mailed out to all eligible users! Updates are no longer provided on CDs, which can get damaged or lost; instead, firms on maintenance can now download the update whenever they’re ready.

Version 16.2 users can click Help | Internet Resources | Software Update and then select the Version 16 to Version 17 Update option to download and install Version 17.1. Or, users can also access the download directly by visiting Tabs3.com/update171.