Take Action to Secure Your Banking Protocols

Confirm security challenge questions and verification phone number are current in CaseLink and TrustWorks for all users with Banking Rights In order to increase the banking security of your estate funds, Rabobank continues to implement additional security measures to protect your accounts against fraud by enhancing their ‘know your customer’ (KYC) processes. These policies and processes are employed globally..

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Clean Up Professionals this Month for Easier 1099 Filing

Get a head start on a stress-free 2017 by cleaning up your professionals now while your workload may be a little lighter. Doing so will help in the preparation of and printing of Forms 1099-MISC, 1099-INT and 1096 for each estate next month before the new January 31, 2017 deadline. In addition to lightening next..

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Live Training Webinars – December 2016

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. The following is a list of live courses offered this month: Tracking Trustee Fee Payments Tues, December 6, 2016 Join this session to learn how to track payments received from the court for all your no-asset cases. Learn how using this..

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Behind the “Green” Curtain: Leo Short

Providing superior support to our clients is a key differentiator for BMS. We consistently hear from clients that they appreciate the assistance they receive from the team members in the BMS Support Center. You’ve heard their voices over the phone over the years. But who are they? Take a closer look in our continuing series “BMS Behind..

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Keep Your Data Safe While Holiday Shopping

Stay safe by making sure your data is protected whether you are out in stores or buying online this holiday season. With billions of dollars spent each year in holiday shopping, and scammers looking for new ways to access your information, it is more important than ever to take preventive measures in safeguarding your data…

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Generate Tax Intercept Letters with Ease in CaseLink

Make sure tax refunds go to the estate instead of the debtor by sending tax intercept letters to the IRS this month! With increasing automation and electronic tax filings at the IRS, taxpayers are receiving their refunds faster than ever—sometimes as early as within two weeks of filing. Thus, refunds can start coming in by the end..

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Year-End Roundup: Your Favorite 2016 Articles

It’s been a great year for BMS and our clients! As the year winds down to a close, we are looking back at the productivity-enhancing articles plus software tips that you found the most useful from our monthly newsletter. Below, we’ve compiled a list of your favorite BMS newsletter articles from over this past year. Refresh..

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New (Earlier) Deadlines for 1099 Forms

New (Earlier) Deadline for 1099 Forms The IRS 1099 filing deadline for reporting payments to professionals has been moved up to January 31, 2017. In addition, the 2016 forms have been slightly modified in formatting over the previous year’s versions. Stay abreast of these changes by getting an early start on your 1099 form preparation this..

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Coming in 2017: FedRAMP Compliant Bank Statement Portal for USTs

Get excited for the new year with this exciting news! BMS has long been a pioneer with regard to electronic bank statements. We were the first to make electronic bank statements available to you directly from within our case administration software. Now, we are pleased to announce the upcoming launch of BMS Vault, a new electronic bank statement portal,..

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CaseLink²: Unwrap Easier Access to Your Cases in the Sidekick

Unwrap increased productivity this holiday season (and beyond) with the Sidekick in CaseLink²! By clicking on items in the Sidekick, you can quickly move between cases, find and view documents, and access and run reports. In this article we’ll review the “Cases” tab of the Sidekick and provide you with a sleigh-full of tips so..

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