Chapter 7 Practice Loves Breezy Flexibility in the Cloud

CaseLink power user Michelle Montoya—paralegal for Salt Lake City-based Trustee Michael Thomson—felt restrained by her large firm’s strict IT guidelines, which required use of her desktop software on a separate computer. Now, Ms. Montoya is flying high with breezy flexibility in CaseLink². A user of the CaseLink Office software by BMS, Ms. Montoya liked the platform’s features; however, her firm’s stringent..

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Behind the “Green” Curtain: Morgan Wisbey

This month in our “Behind the Green Curtain Series,” meet Morgan Wisbey, BMS Director of Insolvency Client Services. Morgan leads services that adhere to the needs of corporate restructuring fiduciaries and other insolvency professionals. Learn more about Morgan’s role and BMS insolvency services below! Q: You became Director of Insolvency Client Services in 2015. How long..

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Register for the 2017 NABT Annual Convention in New Orleans

Registration is now open for the NABT 2017 Annual Convention in New Orleans – September 13-17! Join BMS and fellow Chapter 7 colleagues from around the country for the NABT 2017 Annual Conference in festive and diverse New Orleans! As a Platinum Sponsor for this event, we highly recommend clients attend to enrich your practice with valuable..

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Android Wi-Fi Port Apps Pose Security Risks

Hundreds of Android apps have been found to pose security risks by allowing users to control their smartphones from their PC, thus opening insecure ports accessible by hackers.

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Non-Individual Cases: Do Not Request TINs from the Bank

Reminder: When opening bank accounts for business (non-individual) cases, you must have a TIN beforehand. Do not request a new TIN from the bank via CaseLink. On the New Accounts screen in CaseLink, enter the existing TIN (the Employer Identification Number from the petition) for the non-individual entity or request a new one from the IRS when..

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Live Training Webinars – June 2017

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: 341(a) Meeting Prep Join this session to learn all about the options available to prepare for the 341(a) meeting. From Prep reports to batch NDRs, you’ll learn everything you..

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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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Bring it Home with BMS Depository Services

Bring it home with BMS Depository Services for both your Chapter 7 and corporate restructuring engagements! With the exceptional banking service BMS is known for, safeguard bankruptcy funds with services tailored to your needs for anytime, anywhere access so you can better manage all of the moving parts of your engagements.   BMS Depository Services include:..

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Cover Your Banking Bases with Current Profile Information

Cover your bases and make sure your profile information is current and correct to ensure there are no delays with your outgoing wire verifications and to better secure your banking processes. The BMS Banking Center is asking that all clients take the following actions to secure their banking processes: Ensure the phone number in the Trustee Profile..

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341(a) Offline Feature Keeps You at Bat

No Wi-Fi in the courtroom? No problem! Keep your head in the game with the 341(a) Offline feature in CaseLink². It allows you to access case data for your meeting and sync your updates back into your software when you have internet access again. Learn more about this feature below! Download the 341(a) Meeting Offline..

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