Chat Support is Shining Rainbow for BMS Clients

You don’t need magical leprechauns to get quick support in CaseLink! BMS clients are loving the “Chat” option in CaseLink that allows them to instantly connect with a BMS Support team member for a shining rainbow of support. Their favorite part? They can continue to work within your software while receiving support via chat! Live Chat support..

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09 Mar 2017
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Chat Support is Your Shining Rainbow to Productivity

You don’t need magical leprechauns to get quick support in CaseLink! If you have a question, simply navigate to the “Chat” option in your software and instantly connect with a BMS Support team member for a shining rainbow of support. The luckiest part? You can continue to work within your software while receiving support via..

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06 Mar 2017
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Reap Greater Productivity with Chat Support

Support at the click of a button is just one of the bountiful rewards you can reap as a BMS client. If you have a question in CaseLink, simply navigate to the “Chat” option and connect with a BMS Support team member for a quick answer and even greater productivity – you can continue to work within the software while..

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Reminder: BMS Phone Menu Options Have Changed

  The main BMS phone number (800-634-7734) is set up to answer calls for both support calls from clients as well as normal corporate inquiries. As such, in order to streamline support calls coming in from our clients, we have recently updated our phone menu options as follows: When you call the BMS phone number..

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BMS has CaseLink Web clients covered this Tax Season

Trustee Tip: BMS has CaseLink Web clients covered this Tax Season January 21, 2014 Deadline to submit 1099 requests to BMS Each year trustees and other fiduciaries are required to complete Forms 1099-MISC, 1099-INT and 1096 for each estate.  Forms 1099-MISC and 1099-INT are supplied to both the person you paid with estate funds so that..

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