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2016 Tabs3 and PracticeMaster Reseller Awards

Jan 17

Posted by Joe Abler in PR / Announcements | No Comments

It is once again time to recognize the highest performing members of our channel during the past year. Here are the 2016 Tabs3 and PracticeMaster Reseller Award winners:

PracticeMaster Reseller of the Year

1)      Britt Lorish, Sandy Adams, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Coral Gables, FL; Alpharetta, GA; and Largo, FL)

2)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

3)      Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

Tabs3 Billing Reseller of the Year

1)      Britt Lorish, Sandy Adams, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Coral Gables, FL; Alpharetta, GA; and Largo, FL)

2)      Don Grady, Business Assistants Inc (Spring Hill, FL)

3)      Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

Platinum Reseller of the Year

1)      Britt Lorish, Sandy Adams, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Coral Gables, FL; Alpharetta, GA; and Largo, FL)

2)      Harry Salavantis, Resource Advisors (Albany, NY and New York, NY)

3)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

3)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

Reseller of the Year

1)      Britt Lorish, Sandy Adams, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Coral Gables, FL; Alpharetta, GA; and Largo, FL)

2)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

3)      Bill Baker, Baker+Cadence | Solutions (Hollister, CA and Fountain Valley, CA)

Congratulations to Britt, Sandy, Steven, Debbie and the Affinity team, and all of the other resellers recognized for having such an outstanding 2016.

 

Here are our 2016 Single Site Reseller Award winners:

 

Single Site PracticeMaster Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)      Donald Coker, Donald J. Coker (Strafford, NH)

3)      Craig Spillman, Spillman Technology Solutions (Aurora, CO)

Single Site Tabs3 Billing Reseller of the Year

1)      Don Grady, Business Assistants Inc (Spring Hill, FL)

2)      Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

3)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

Single Site Platinum Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)

3)      Norman Calderon, Greentree Solutions LLC (El Segundo, CA)

3)      Ileene Levine, Ileene K Levine Consulting (Milwaukee, WI)

3)      Ken Kennedy and Laura Kennedy, Circle Management Group LLC (High Point, NC)

Single Site Reseller of the Year

1)      Paul Purdue, Attorney Computer Systems (Dundee, MI)

2)      Jim Degnan, CompassPOINT Legal (Jacksonville, FL)

3)      Judy Best and Rick Bernauer, CyTek Corporation (Kansas City, MO)

 

Congratulations to Paul Purdue, and our other single site award honorees.

We look forward to recognizing all of you in Lincoln during the awards banquet at this year’s Forum. Make sure to save the date, April 21-22, 2017.

Thanks to each of you for all the great work you do every year with Tabs3 and PracticeMaster clients. We hope that together we build on 2016, and make 2017 the best year yet for your business, and for Tabs3 and PracticeMaster.

President’s Circle Members for 2017

Jan 17

Posted by Joe Abler in PR / Announcements | No Comments

PC2017We want to take this opportunity to recognize a special group of resellers and consultants who have earned the distinction of President’s Circle for 2017. In addition to using the 2017 President’s Circle logo, members of the 2017 President’s Circle also have their fee waived to attend our 2017 Forum.

 

 

Here are the members of the 2017 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

• 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

• Digital Network Solutions LLC – Steve Gallagher, Gulfport, MS

• Donald J. Coker – Donald Coker, Strafford, NH

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

• Ileene K. Levine Consulting – Ileene Levine, Milwaukee, WI

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

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

• Legal Data Management & Technology Inc – De Etta Holder, Andover, MN

• Legal Software Services LLC – Judy Lassek, Scottsdale, AZ

• Legal Software Solutions – Edie Zimmerman, Centerpoint, IN

• Resource Advisors – Harry Salavantis, Albany, NY

• River Run Computers Inc – Renee Kodner, Glendale, WI

• Spillman Technology Solutions – Craig Spillman, Aurora, CO

• The Systems Shop – Jeff Levine, New York, NY

 

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.

 

Congratulations to everyone on your outstanding achievements!

Enhancement to CalendarRules Integration

Jan 6

Posted by Dawn Bevans in General | No Comments

We’ve added a new feature to make it easier to create Calendar Plans using CalendarRules integration. When selecting the trigger item for a new Calendar Plan, you can now enter any phrase, word, or partial word in the name of the trigger item. Doing so opens a Trigger Lookup window that shows every trigger item with that word or phrase. Previously you had to select from an alphabetical list of trigger names. This new feature makes it easier to find the trigger item you need, especially when dealing with courts that have dozens or hundreds of available rules. Firms transitioning from CompuLaw will also appreciate this feature because trigger names may not be exactly the same.

This new feature is available with 18.1.4.634 and later. You can learn more about CalendarRules integration in the following resources:

  • Knowledge Base Article R11713 – CalendarRules Integration Overview
  • Recorded Webinar – CalendarRules Integration with PracticeMaster – http://forms.tabs3.com/cr

Shipping Charges for 2017

Dec 28

Posted by Joe Abler in General | No Comments

We recently made minor changes to shipping costs to adjust for price increases by UPS. Below are new shipping costs for COD and prepaid letters.

Please contact a member of the Sales Department at 402-419-2200 to verify prices such as any order containing multiple CDs or conversion instructions, Saturday delivery, or shipping beyond the lower 48 states.

COD Letters
UPS Ground (3 – 5 business days) $25
UPS Blue (2 day air) $42
UPS Red (overnight) $57

Prepaid Letters (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $15
UPS Blue (2 day air) $32
UPS Red (overnight) $47

COD Packages
UPS Ground (3 – 5 business days) $25
UPS Blue (2 day air) $42
UPS Red (overnight) $82

Prepaid Packages (credit card or prepaid company check orders)
UPS Ground (3 – 5 business days) $15
UPS Blue (2 day air) $32
UPS Red (overnight) $72

Tabs3 Version 18 Ranks Among the Best Products of 2016!

Dec 21

Posted by DeAnna Masterson in General | No Comments

We’re excited to announce that Version 18 was among the TL NewsWire Top 25 Products of 2016. Products are selected based on the popularity of their TL NewsWire article by the nearly 12,000 subscribers of TL NewsWire.

To view the TL NewsWire on Version 18, visit http://blog.technolawyer.com/2016/01/tabs3-version-18.html.

We will send an email to all leads (direct and reseller) on Wednesday, December 21. If you’d like to reach out to your leads about this exciting award, here is a quick email template you can use:

Email Template:

Good morning/afternoon,

I just got off the phone with Dan Berlin, President of Tabs3 software, and he wanted me to share some great news with you!

Version 18 of Tabs3 Software was just named among the top 25 products of 2016 by TechnoLawyer.  Products are selected based on the popularity of their TL Newswire article by the nearly 12,000 subscribers of TL NewsWire.

I’m honored to support products like Tabs3, and would love to show you its best features sometime soon.

If you’re interested in scheduling some time with me for a demonstration, let me know.

Thank you,

Your Name

Year-end Resources

Dec 8

Posted by Joe Abler in Knowledge Base | No Comments

Don’t forget that Knowledge Base articles are available to assist your customers in preparation for year-end. Sharing these year-end articles is a good reason to connect with your firms, and offer your services. These articles offer step by step procedures, backup routines, FAQ’s, and more.

  • R11693 Tabs3 Year-End Overview
  • R11600 General Ledger Software Year-End Overview
  • R11278 Accounts Payable Software Year-End Overview
  • R10433 Trust Accounting Software Year-End Overview

Reseller Training Videos still available through Year-end

Dec 8

Posted by Joe Abler in General | No Comments

Be sure to take advantage of the free recorded sessions of our reseller training videos before it’s too late. These recordings will only be available through the end of this year. If you would like to request these, send an email to [email protected] and we’ll provide the links that you need. The training sessions are listed below:

  • Installing and Configuring Tabs3 Software
  • Resource Discourse – An Overview of Knowledge Base
  • What does it do? An overview of the Tabs3 suite of products
  • Tabs3 Billing Procedures Overview
  • The Power of PracticeMaster
  • Integrating with Outlook and other 3rd party software
  • Financial Software Integration Overview
  • Customizing PracticeMaster

1099-MISC Webinar on December 14th

Dec 7

Posted by DeAnna Masterson in Marketing | No Comments

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/.

Holiday Hours for New Year’s Day

Dec 7

Posted by DeAnna Masterson in PR / Announcements | No Comments

Our office will be closed on Monday, January 2 in recognition of New Year’s Day.

Holiday Hours for Christmas

Dec 7

Posted by DeAnna Masterson in PR / Announcements | No Comments

Our office will be closed on Monday, December 26 in recognition of Christmas.