Archive for category Software Technology

Sales Tax Change Reminder

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.

President’s Circle Members for 2020

We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2020. In addition to using the 2020 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2020 Forum.

Here are the members of the 2020 President’s Circle in alphabetical order:

  • Affinity Consulting Group – Britt Lorish, Daleville, 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
  • Chataignier Consulting & Software – Misty Callicott, Fort Worth, TX
  • *CompassPOINT Legal – Jim Degnan, Jacksonville, FL
  • Computer Network Services – Dominic Morinelli, Grosse Pointe Park, MI
  • Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
  • CR Cline & Company LLC – Christina Cline, Des Moines, WA
  • CyTek Corporation – Judy Best / Rick Bernauer, Kansas City, MO
  • D’Amore Consulting LLC – Monica D’Amore, Haddonfield, NJ
  • Donald J. Coker – Donald Coker, Strafford, NH
  • DoxAdvisors LLC – John Rock, St Michaels, MD
  • Greentree Solutions LLC – Norman Calderon, El Segundo, CA
  • Law Firm Automation Inc. – Cathy Prichard, Eatonville, WA
  • Legal Software Services LLC – Judy Lassek, Scottsdale, AZ
  • Legal Software Solutions – Edie Zimmerman, Brazil, IN
  • Resource Advisors – Harry Salavantis, Albany, NY
  • Spillman Technology Solutions – Craig Spillman, Aurora, CO
  • The Systems Shop – Jeff Levine, New York, NY
  • TLC Systems Inc. The Legal Connection – Ron Sunker, Kingwood, TX

*We are recognizing Jim Degnan as President’s Circle Emeritus.  Although retired, he still works with customers and has earned the right to be included in this elite group given his history and strong 2019 performance.  Jim expects to be at the forum this year so you’ll get a chance to send him off.

To achieve President’s Circle recognition, Certified 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 pre-release 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.

Congratulations to everyone on your outstanding achievements!

Email Support

We are pleased to inform you that we offer email support to maintenance clients. We have added email support links to the Knowledge Base, the Help files, and our web site. Our goal is to reply to emails within one business day. Time-sensitive inquiries or complex issues should be handled by phone.

We are very excited about providing this service and would love to get your feedback!

 

Kim Hanzl

Technical Support Manager

In-house Conversions

We’ve performed numerous in-house billing and practice management conversions over the years. An online form was recently created to improve the speed of the conversion process. If you have prospects interested in converting to the current version of Tabs3 and PracticeMaster, let us know by simply completing the conversion estimate request using the link below.

http://forms.tabs3.com/conversion-lead-form/

Answers to these questions provide us with the basic level of information we need to give an estimate on what the conversion will cost.

Software Leasing

With the increase in Client Server Version (CSV) sales over the past year, we have seen an increase in the number of firms interested in working with a leasing company to finance the purchase of Tabs3 and PracticeMaster licenses.  It can be a great way for firms to make a needed investment in technology without the upfront capital investment.  We think that most leasing companies today understand that almost all software, including Tabs3 and PracticeMaster, is licensed for use and not sold.  However, some leasing companies will not lease anything that they cannot get physical ownership of in case of default.  This would exclude software from being leased through these companies.  It would be prudent of you to remind your customers to make sure they discuss this point with the leasing company they are dealing with.

With that in mind, we have known the people from Baytree Leasing for over 10 years.  They have done numerous software and hardware leasing arrangements with law firms across the country including Tabs3 and PracticeMaster customers.  Baytree typically attends the major legal industry trade shows as well.  To learn more about their experience in the legal market, go to www.baytreeleasing.net/legalenduser.htm. This page contains their “Value Attributes” and other helpful information on Baytree Leasing for Law Firms.  Here is the link to Baytree’s Vendor Financing Program http://baytreeleasing.net/legalvendor.htm.

Software Technology, Inc. does NOT have any financial or contractual relationships with Baytree Leasing.  We have simply agreed to provide contact information in order to give you additional options when trying to close a sale.  Below is the contact information for Baytree Leasing:

 

John Dondey
National Sales Director
Baytree Leasing Company
4577 Nob Hill Road, Suite 205
Sunrise, FL 33351
email: [email protected]
Toll Free (P): 877 229-4888  x224
Toll Free (F): 877 815-4828
Toll Free (efax): 800 919-4340
Cell: 954 232-6308

Please let me know if you have any questions.

Scott