- 35-45 Consulting – Nancy Griffing, Houston, TX
- Affinity Consulting Group – Britt Lorish, Daleville, VA; Steven Best, Alpharetta, GA; Debbie Foster, Largo, FL
- Baker + Cadence | Solutions – Bill Baker, Hollister, CA
- Beyond Square One – Donna Brown / Amy Crump, Blanchard, OK
- Circle Management Group Ltd. – Laura Kennedy / Ken Kennedy, High Point, NC
- Computer Network Services – Dominic Morinelli, Grosse Pointe Park, MI
- Consulting Ideas & Solutions PLLC – Cheryl Atherton, Edmond, OK
- CR Cline & Company LLC – Christina Cline, Normandy Park, 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
And that’s a wrap for 2021! It was another fantastic year for our family of consultants. We appreciate everyone’s efforts and look forward to what you will accomplish in 2022. Congratulations to Affinity Consulting Group, our Consultant of the Year!
Below are your 2021 award winners.
Consultant of the Year for 2021
1) Britt Lorish, Steven Best, Debbie Foster and staff, Affinity Consulting Group (Daleville, VA; Alpharetta, GA; Largo, FL)
2) Harry Salavantis, Resource Advisors (Albany, NY)
3) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
Honorable Mention:
- Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
- Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)
Tabs3 Billing Consultant of the Year
1) Edie Zimmerman, Legal Software Solutions (Brazil, IN)
2) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
3) Harry Salavantis, Resource Advisors (Albany, NY)
Honorable Mention:
- Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
- Donald Coker, Donald J Coker (Strafford, NH)
- Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
PracticeMaster Consultant of the Year
1) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
2) Harry Salavantis, Resource Advisors (Albany, NY)
3) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Honorable Mention:
- Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
Platinum Consultant of the Year
1) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
2) Edie Zimmerman, Legal Software Solutions (Brazil, IN)
3) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Honorable Mention:
- Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
- Harry Salavantis, Resource Advisors (Albany, NY)
Congratulations everyone on your awards!
New Knowledge Base Articles
Jan 21
The following articles have been added to the Knowledge Base over the last few months. You’re likely familiar with our “Moving Tabs3” articles but please note those listed below are new and specific to Version 2022.
R11893 – IRS 1099-NEC Changes for Tax Year 2021
R11898 – Configuring the PracticeMaster Platinum Exchange Connector for Exchange Online / Microsoft 365
R11899 – Transitioning from a Local Exchange Connector to Exchange Online / Microsoft 365
R11900 – Tabs3 Accounts Payable Invoice Attachments
R11895 – Moving Tabs3 Software
R11896 – Moving Tabs3 Platinum Software
New Videos
Jan 21
We’ve received a few video requests that our Video Team delivered on this month!
Comparing All Actions and the Task Folders:
This video is a side-by-side comparison of All Actions and the Task Folders. Recommend this video to users/firms who continue using legacy theme settings or who express concerns about using All Actions because they are used to the Task Folder setup. While both features are compared, the video also points out the many benefits that All Actions provides. This video is located in All Tabs3 Software | Getting Started.
Scheduling a Meeting in PracticeMaster:
This video covers how to schedule a meeting and notify users about the upcoming meeting in PracticeMaster. This video is a good starting point for users who are new to our calendar features. You can find this video in PracticeMaster | Calendar.
Let our Video Team know at [email protected] if you have further suggestions.
Tabs3 Video Update
Jan 3
The Version 2022 Training Videos page is now available! These videos are great resources to provide clients and prospects. Be sure to share this link moving forward as it contains new Version 2022 videos as well as major updates to a couple previously posted videos (see below). You may also notice minor changes to other videos.
New Version 2022 Videos
- What’s New in Version 2022 (2:34)
- Updating to Version 2022 (4:30)
Tabs3 Billing / PracticeMaster
- Working with Contacts (Clients & Contacts, 4:12)
PracticeMaster
- Using Merge Contacts (PracticeMaster | Clients & Contacts, 3:32)
Certified consultants recently heard from Bruce Policky about how they can win an all-expense paid trip based on credit card processing volume through Tabs3Pay, CosmoLexPay, TimeSolv Pay, Rocket Matter Pay, and Mango Payments (“ProfitSolv Payments”). Total processed charges in the 1st quarter of 2022 from the prospects you sign up between now and year-end will be used to determine the winners. Bruce’s email dated 10/28 has all the particulars including sign-up, activation and processing period details.
Certified consultants of Tabs3 and CosmoLex are eligible for the promotion. To register clients for this contest, consultants must submit the merchant lead form (click link here) to the ProfitSolv Payments team for each Referral during the Activation Period. If you have questions about reaching certification please contact Doug Kocian in the Tabs3 Sales Department.
If you’re not interested in winning a free trip valued at over $3,000 to one of America’s finest resorts in Palm Beach Florida, please consider adoption and give it to me!
Contest winners will be announced at the Tabs3 Spring Forum in April.
New Videos
Nov 10
Two new videos have been added to our Training Video Library.
Accessing the eNote Window (Using PracticeMaster, 2:14)
Track Advanced Client Costs (Using Tabs3 Financials, 5:13)
We’re working on Version 2022 videos and once it’s officially released we’ll have more to post. Keep those video ideas coming to [email protected]!
2021 Forum
Oct 21
It was great seeing so many of you here at the forum recently, in person! It’s been far too long since we’ve seen your friendly faces and it was great to see the enthusiasm from those who attended. Your input at this event is very much appreciated and your opinions and feedback are influential when it comes to making decisions about CosmoLex and Tabs3 Software enhancements, which we’re very excited about by the way! Stay tuned, we’re also planning a “looking forward” virtual event next month to keep everyone updated on future enhancements.
Thanks to our speakers gracious enough to share experiences and vast industry expertise:
- Britt Lorish – Affinity Consulting Group, LLC
- Judy Lassek – Legal Software Services, LLC
- Jennifer Ramovs – Affinity Consulting Group, LLC
- Paul Purdue – Affinity Consulting Group, LLC
- Dominic Morinelli – Computer Network Services
Attendees also received introductions and overviews from our ProfitSolv business partners:
- Kelley Castell, ProfitSolv
- Daniel Jacobs, Law Ruler
- Larry Port, Rocket Matter
- Raza Hasan, TimeSolv
- Adrian Dayton, Clearview Social
- Chad Thomas, ImagineTime, ImagineShare and Mango Billing
- Ajay Khatri, CosmoLex
- Jay Ablian, Tabs3Pay/CosmoLexPay
Planning for next year’s Forum is already underway!
Welcome Tarun Kundhi
Oct 13
Many of you were able to meet Tarun Kundhi at our recent forum. He replaced Scott Baird in June as our Director of Operations and we are lucky to have him onboard.
Tarun brings fresh ideas and looks forward to working with our consultant channel. His email address is [email protected].
Welcome Tarun!
Below is a list of articles posted to the Knowledge Base between July 1st and September 30th.
R11880 – Version 2022 Introduction to New Features
R11881 – Messages During the Conversion from Version 2021 to Version 2022
R11882 – Tabs3 Software Post Conversion Information
R11883 – STCONV22.LOG Information
R11884 – Version 2022 Frequently Asked Questions
R11885 – Version 2022 Information & Resources
R11890 – All About the Conversion of Contact Information