Consultant eNews

News and Resources for Consultants

Platinum Server Cache Optimization

Jan 8

Posted by Dawn Bevans in General, Technical | No Comments

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

Jan 4

Posted by Joe Abler in General | No Comments

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

Jan 2

Posted by Dawn Bevans in General | No Comments

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

Dec 7

Posted by Joe Abler in General | No Comments

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

Dec 6

Posted by Joe Abler in General | No Comments

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

Dec 6

Posted by Joe Abler in General | No Comments

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

Nov 9

Posted by Joe Abler in General | No Comments

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

Nov 7

Posted by Joe Abler in General | No Comments

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.

Version 19 Performance Improvements

Nov 1

Posted by Dawn Bevans in General, Technical | No Comments

We have been getting great feedback on Version 19. If you have customers holding back on updating to Version 19, we thought you may want to let them know about the various performance improvements in Version 19. Here is a condensed list.

Tabs3

  • The Client Lookup window now returns faster results when the Include Inactive Clients check box is cleared. This improvement applies to both Platinum and non-Platinum systems. Additionally, Platinum systems now use accelerated filtering Client Lookups.
  • The Update Statements process has been optimized. Firms that generally used an open (blank) client range may notice significant improvements in the time required to update statements.
  • The function that calculates accounts receivable balances has been optimized. As a result, multiple features in Tabs3 that calculate the current A/R balance (including reports) will load or process considerably faster.

PracticeMaster

  • The Active Only option when viewing the Client or Contact files is now accelerated, meaning that Platinum firms will see a significant performance boost. Additional improvements were made for non-Platinum systems to improve general performance of the Active Only option and reduce the possibility of PracticeMaster entering a “Not Responding” state while loading records.
  • A new “hideassembly” variable has been added to Word Document Assembly to hide the document assembly process. Adding this variable to your more complex document assembly templates could greatly reduce the amount of time to assemble the document.

All of these improvements are present in the most recent release of Version 19.

Version 14 and 15 Conversion Files to be Removed from Web Installer

Oct 22

Posted by Joe Abler in General, Technical | No Comments

A notification was recently sent to all users on Versions 14 or 15 letting them know that they should update before the end of next month. Beginning December 1st, firms on either of these versions will be required to send us data for conversion if they wish to convert to Version 19, just like they’ve had to do previously with Versions 12 and older. The conversion files which are necessary for these conversions will no longer be available from our web installer after that day.

I suggest using your QBR to see which of your firms are affected by this change and encourage them to update. It is likely to lead to sales and service work.