Two new timer videos are available for viewing. One is on the new Tabs3 Connect timer presently found in Version 2021 Pre-Release for recently added new features.
- Using Tabs3 Connect Timers (2:49)
- Using Timers in PracticeMaster (4:18)
We want to take this opportunity to recognize a special group of consultants who have earned the distinction of President’s Circle for 2021. In addition to using the 2021 President’s Circle logo, members of the President’s Circle also have their fee waived to attend our 2021 Forum.
Here are the members of the 2021 President’s Circle in alphabetical order:
- 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
- Changing Technologies Solutions LLC, Nancy Griffing, Houston, TX
- 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, 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
- 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
- TLC Systems Inc. The Legal Connection – Ron Sunker, Kingwood, TX
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!
Version 2021 Videos
Jan 18
Our video crew keeps cranking out the good stuff! New videos are available pertaining to Version 2021:
What’s New in Version 2021 (2:07)
Updating from Version 2020 to Version 2021 (1:18)
Updating from Version 19 to Version 2021 (4:05)
Visit our Version 2021 Training Videos page at: https://www.tabs3.com/trainingvideo/v2021/video.html.
A major change happened in the Tabs3 consultant family in 2020 as Attorney Computer Systems (Paul Purdue and staff) merged into Affinity Consulting Group to create quite a powerhouse. Given that their company structure and size is unlike the rest of the channel we have changed how we recognize our unit award winners this year.
Below are your 2020 award winners!
Consultant of the Year for 2020
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) Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
Honorable Mention:
Donna Brown & Amy Crump, Beyond Square One (Blanchard, OK)
Edie Zimmerman, Legal Software Solutions (Brazil, IN)
Tabs3 Billing Consultant of the Year
1) Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
2) Harry Salavantis, Resource Advisors (Albany, NY)
3) Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
Honorable Mention:
Edie Zimmerman, Legal Software Solutions (Brazil, IN)
Mohammad Khorasani, Solutions Oriented Systems Inc. (Seattle, WA)
PracticeMaster Consultant of the Year
1) Harry Salavantis, Resource Advisors (Albany, NY)
2) Edie Zimmerman, Legal Software Solutions (Brazil, IN)
3) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
Honorable Mention:
Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Laura Kennedy & Ken Kennedy, Circle Management Group Ltd. (High Point, NC)
Platinum Consultant of the Year
1) Harry Salavantis, Resource Advisors (Albany, NY)
2) Bill Baker, Baker + Cadence Solutions (Hollister, CA)
3) Monica D’Amore, D’Amore Consulting LLC (Haddonfield, NJ)
Honorable Mention:
Edie Zimmerman, Legal Software Solutions (Brazil, IN)
Cathy Prichard, Law Firm Automation Inc. (Eatonville, WA)
Judy Best & Rick Bernauer, CyTek Corporation (Kansas City, MO)
Judy Lassek, Legal Software Services LLC (Scottsdale, AZ)
Norman Calderon, Greentree Solutions LLC (El Segundo, CA)
Congratulations everyone on your awards!
Don Grady Retires
Jan 7
A friend has retired. Don Grady with Business Assistants Inc. out of Spring Hill Florida has decided to hang up his Tabs3 pinwheel shirts. He might still wear them on occasion, but it won’t be for work! Don has chosen to spend his time with family, friends and loved ones. We appreciate all of Don’s efforts supporting and selling Tabs3 and PracticeMaster over the years and will miss working with him. Enjoy your retirement Don!
2020 Video Wrap-up
Dec 24
A new Version 2021 Training Videos page is available containing our most recent videos. One new video has been added, Tabs3 Software in 30 Seconds.
Below is a recap of videos posted since July:
Version 2021
- What’s New in Version 2021 (2:07)
- Updating from Version 2020 to Version 2021 (1:18)
All Software
- Using QuickViews (3:40)
- Tabs3 Software in 30 Seconds (0:31)
Tabs3 Billing
- Working with Client Funds (4:55)
- Using the Statement Manager (3:34)
- Tabs3 Billing Overview (3:18)
PracticeMaster
- Outlook Calendar and Contact Integration (4:08)
Tabs3 Financials
- Working with Trust Transactions (3:12)
- Printing Checks in Trust Accounting (3:34)
- Printing Checks in Accounts Payable (4:03)
- Working with Journal Entries (3:24)
- Filing 1099s Quickly and Easily Using Tabs3 E-file (3:31)
- Working with 1099s (4:34)—Includes all of the v2021 changes including the new Printer Setup button
Videos
Dec 3
A new video has been added to the Video Library.
Tabs3 Billing Overview (Tabs3 Billing, 3:17)
A change was made to the video below to include the recent IRS changes to Form 1099-MISC and Form 1099-NEC.
Easy Filing 1099s Using Tabs3 E-File (Tabs3 Financials, 3:05)
Added Training Videos
Oct 27
A few new videos have been added to the already impressive Video Library.
Outlook Calendar and Contact Integration (PracticeMaster, 4:08)
Using QuickViews (Tabs3, 3:40)
Other videos are in the works but if you have a suggestion please let our video crew know by emailing [email protected].
Sunset of Version 18
Oct 8
As of June 15th 2021 we will no longer support Version 18 of Tabs3 software. We will begin the notification process by announcing it in this month’s newsletter. Those receiving it via email got the notification on October 6th while others will see the newsletter popup reminder on or after the 15th.
Please inform clients using Version 18 that they will need to update in order to receive support after the sunset. Use the data in your QBR to determine who these firms are to generate sales and billable work.
Users of Version 18 will be reminded of this change when they speak with a Technical Support Representative. Please contact Client Services or [email protected] for update pricing information.
Forum Picture
Sep 25
Britt Lorish Shares Her Wisdom