Reminder to BMS Clients: Do Not Upgrade to Windows 10

Microsoft recently started rolling out Windows 10 and you might be seeing prompts to upgrade your system software. As we relayed in a previous newsletter, the BMS Hardware technicians would like to remind you not to upgrade BMS-issued computers to Windows 10 at this time due to potential issues the new system software may cause, including: 1. Common Issues..

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Register Now for the NABT 2015 Annual Convention

There’s still time to register for the NABT’s 2015 Annual Convention on August 27 – 29, 2015, in Chicago, IL! BMS is once again supporting the NABT by being a platinum sponsor of the event. We think this is going to be an extremely valuable event for all of our clients and encourage you to..

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Review Your Procedures for Keeping Personally Identifiable Information (PII) Secure

A breach of Personally Identifiable Information (PII) can be costly for a trustee. Penalties for a breach are set by EOUST and can include provisions that last as long as three years. That’s why it’s important to periodically review and update your procedures for keeping PII secure. In May 2010, the Chapter 7 Handbook introduced..

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Save Time with the Professionals and Repetitive Payees Feature

BMS understands the time pressures that Trustees are under. That’s why we try to provide you with useful features that save you time. On top of that, we offer training, education and tips to help you use those time-saving features to the utmost. This month’s time-saver is the Professionals and Repetitive Payees feature. One of..

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Live Training Webinars – July 2015

Live Training Webinars – July 2015 Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. All live webinar-style classes are now available through BMS University. Don’t have a BMS University login? It’s easy to enroll…just click here to request admission. You’ll receive your personal enrollment ID and password within 2..

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Trustee Tip: How to Easily Stay in Touch with Cases on Vacation

The idea of disconnecting completely while on vacation may be appealing, but it’s not always practical. Fortunately, both CaseLink Office and CaseLink Web users have options available for accessing vital case information from distant locations. There are a number of reasons why a Trustee might want to remain in touch with a case even among beautiful..

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Encrypt Interim Statements Using Adobe Acrobat

Did you know? All bank statements — including Interim bank statements — that are sent to the UST must be encrypted or account information must be redacted in order to ensure any sensitive information is protected. Luckily, electronic month-end bank statements are automatically encrypted when delivered into your BMS case administration software. For interim statements,..

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RSVP for the BMS University Tour

Our cross-country tour, BMS University, is well under way and we’re happy to report it’s been a hit with trustees! In the cities we’ve visited so far—including Chatanooga, TN; Knoxville, TN; Lexington, KY; New Haven, CT; and Roanoke, VA—we’ve been delighted to see local and out-of-area trustees coming out in force. The BMS University Tour..

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Tech Tip: Avoid Public Wi-Fi Networks While Traveling

For fiduciaries, while keeping up with work when traveling has become a necessity, it has also become much easier. Cloud-based technologies such as CaseLink Web make it simple to access work on-the-go, and a well-equipped laptop can make mobile work a breeze. However, public Wi-Fi networks present security hazards and should be avoided while traveling…

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Join the NABT Trustee Assistant Mentoring Program

The Trustee Assistants Section of the NABT introduced a new initiative in 2015: A Trustee Assistant Mentoring Program.  This program is designed to assist Trustee Assistants (TAs) nationwide in their duties. BMS would like to inform all Chapter 7 clients about this new program as it embodies the same core principles that are the foundation of..

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