Five Tips to Avoid Curveballs in Your Field Exams, Audits and TIR Reviews

Whether it’s a field exam, audit, or TIR Review, of course you want to perform well. But don’t sweat it—take a step back, breathe and relax, and let these tips help you swing for the fences during your next audit. Check out 5 tips to avoid curveballs in your next field exam below: 1. Print your TIR..

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On A Rainy Day: Trustee Errors to Avoid During Audits, Field Exams & TIRs

Don’t let audits, field exams, and TIRs rain on your parade! We’ve compiled a list of top trustee errors to avoid during these critical reviews so you can shine on no matter what. Plus, in CaseLink you know you’re covered with features designed to catch these errors and keep you compliant. For a complete list..

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BMS Clients Love Using Live Chat For Support

BMS Clients Love Using Live Chat For Support Just over 2 months ago, we introduced chat-based support as another option for getting the answers you need from the BMS Support Center. Since then, many BMS clients have used Live Chat support and have rated this support option with high marks especially because you to continue..

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Easily Order Check and Deposit Stock through MyResources

Trustee Tip: Easily Order Check and Deposit Stock through MyResources Do you have a large distribution coming up or multiple deposits to make? Do you find yourself running low on check or deposit stocks? If the answer is yes, log into your MyResources account and order your supplies today! You can order your Check Stock,..

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Auditor in CaseLink Office Helps to Prepare you for your Next Audit

Compliance Tip: Auditor in CaseLink Office Helps to Prepare you for your Next Audit Trustees experience two types of audits throughout their panel appointment, the Field Examination and the Independent Audit (formerly known as the OIG Audit).  Field Examinations are generally performed every two years with Independent Audits occurring every four years.  The Field Examination..

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