Now is the Time: It’s Time to Decide
Last month I wrote an article listing the reasons why now is the time to determine if new programs or solutions are needed for your firm as we look towards the end of the calendar year. September is the time to commit to planning for those new solutions. At...
Law Firm Accounting – Does One Size Fit All?
QuickBooks is the “800 pound gorilla” of small business accounting systems, and is heavily used for law firm accounting in many law firms. This application has dominated the small business marketplace for over 25 years, and is a favorite among CPA’s, due to its large...
Timeslips Link with QuickBooks Desktop – Update!
UPDATE: Intuit has heard the feedback about the broken link with Timeslips, and has responded by issuing the following generic message: "We want to share the latest update about the Revoked Certificate issue you reported. Overview"This happened because a Symantec Root...
New Feature in Caret Legal – Time Entry Rules
Attention all insurance defense firms, personal injury firms, IP firms and all other organizations that are required to use electronic billing: Life just got easier. Electronic billing is a method by which bills must be submitted in a specific data format and...
Using Shortcuts in QuickBooks Online
Switching to QuickBooks Online (also known as QBO for short) from QuickBooks Desktop software has been a challenge at times for some of our clients. Not all commands are where they used to be. To make things easier for our clients, we recommend taking advantage of...
Planning for 2024: Now is the Time
As I write this, it is August and we are all baking in these sun-drenched days. Many of our clients are on vacation. It’s a great time to hit the beach, or visit that restaurant that always seems to be overbooked. But don’t be fooled -- in the midst of all of this...
A Hidden Gem in Microsoft Bookings
If you run a firm or other business, managing appointments and scheduling can be time-consuming and challenging. However, did you know that if you subscribe to Microsoft 365 (formerly known as Office 365), there is an app included in your subscription at no extra...
Introducing Caret Legal: The Once & Future Practice Management Solution
The month of March is associated with strong winds and change, and this year lived up to it in the realm of legal technology, with two national meetings: ABA TECHSHOW in Chicago at the beginning of March, and LegalWeek in New York at the end. We’ll be writing about...
At Last! Review of Timeslips Anywhere
It’s hard to keep a secret. It’s even harder when you know the news is good! But at long last, after what Sage Timeslips claims is 37 years of development – and 2 years of extensive testing – we are pleased to announce the release of Timeslips Anywhere, a new...
Paying Attention to Cybersecurity
Current technology makes it easier than ever to have access to all of your important information, no matter where you are or what devices you use. Unfortunately, this same technology makes it easier than ever for thieves and hackers to “harvest” that information,...