Free Legal Virtual Summit
To help lawyers start, manage and grow a law practice Uptime Legal will be hosting the world’s first-ever legal virtual summit. Law Launcher will be held on December 8th and 9th, Completely online and...
View ArticleStop Re-keying to Get Reports
Rekeying information from your program to spreadsheets? Trying to create reports from Access? Feel there “must be a better way”? Software is designed to help you get your work done faster. But too...
View ArticleTop Tips for Choosing Billing Software
Thinking about new billing software for your firm? Regardless of industry, there are steps you can take to help in identifying the right product. Check out my Insightful Accountant Top Tips article
View ArticleHappy Holidays
Whatever you celebrate, we wish you a happy holiday and a year filled with joy and health. Thank you for the opportunity to help you during the past years.
View ArticleConversion Pointers
Thinking of converting? It is rarely easy and getting the data converted is only one part, you also need to set aside time and funds for training. If you will be involved in a conversion, there are...
View ArticleTimeslips and QuickBooks a case study
QBPluggedIn is a resource for business owners looking for solutions. in this issue you can read my article “Sage and QuickBooks are Shaking Hands Daily for this Lawyer”, along with articles on...
View ArticleNew and Improved in Clio
The options for Cloud based legal billing and practice management software are constantly changing as new features are added and products mature. If you are considering Clio, here’s a look at what has...
View ArticleChoosing IOLTA Software
The Legal Accounting Guide is designed as a resource for law firm accounting tips, tricks and resources. If you are looking for guidance on Choosing IOLTA software, please read my article. Future...
View ArticleGetting Support
Sage has announced that, effective March 31, 2017, you will no longer be able to purchase on demand support. This is part of a trend we are seeing with many products. If you are using Timeslips you...
View ArticleQuickBooks Backup
No matter what programs you are running, backups are critical. Generally, the safest backups are those made directly by the backup program of the software and then those backups should be backed up...
View ArticleQuickBooks – Reducing Security?
Intuit has just released QuickBooks 2017 Release 5 update. One of the features of this update is ability to change QuickBooks so that you can open or switch to a company file without having to enter...
View ArticleAttorney Billing, Time-Tracking and Invoicing
Tracking time and billing is critical for most attorneys. How do you choose a software solution for your firm? Would you like to learn more about making the process easier and more accurate, mobile...
View ArticleCosmoLex Update – Accounts Payable
Tracking what you owe and when you need to pay it is important for all firms. You want to make sure you pay the bill in a timely manner to avoid interest and, if discounts are offered you want to take...
View ArticleAttorney Billing, Time-Tracking and Invoicing on the Go: Top Software/Apps...
Want to learn more about billing and time-tracking? I am excited that my colleague Laura Kennedy and I will be giving a live Audio Webinar Tuesday, July 11, sponsored by National Business Institute....
View ArticleCloud Storage Options – choosing the right one
There are many options for storing data in the cloud, even if you are working with desktop software. But which one is right for you? Security an capacity are just two factors to consider. My friend...
View ArticleTabs3 Subscription Offering – You have a choice
Many firms like to buy and “own” their desktop software. But some firms prefer the idea of paying a monthly fee rather than a big initial outlay. Tabs3 has recognized the need for flexibility and...
View ArticleChoosing Billing Software
When choosing billing software there’s a lot to consider. Getting it “right” the first time will save expense and hassle and help the firm become more efficient and more profitable. Where do you start?...
View ArticleQuickBooks 2018
For some September means the end of summer and back to school. For accountants, bookkeepers and QuickBooks desktop users it means it’s time for a new version to be announced. This year Intuit has added...
View ArticleClio – Another look
If you are looking at Clio, especially linked to QBO, please check out my updated review in Insightful Accountant at Another Look at Clio
View ArticleQuickBooks Online Backup
By now most businesses recognize the importance of regular backups. With cloud based systems users often feel backup is not important as the cloud vendor provides the backup service. However, cloud...
View Article