Live Training Webinars – January 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: Trustee Worksheet Tues, January 17th, 2017 CaseLink Office Users: 1:00 pm ET/10:00 am PT (30 minutes) > Enroll here Join this session to learn all about the Trustee Worksheet. See how the compensation..



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Top Trustee Resolutions (& How to Keep Them!)

The New Year is traditionally a time to set goals for the year ahead. Want to be more efficient? Stay more on track with your tasks? Be more organized? Or, want to update your practice to be more productive? We’ve got you covered! Check out tips on keeping these top resolutions below! 1) Be More..



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Save Time Finding Documents with the Sidekick in CaseLink²

Get the year started on the right foot and save time by using the Sidekick in CaseLink² to find and access documents! Not familiar with the Sidekick? It’s the panel on the right side of the screen that allows you to quickly move between cases, find and view documents, and access and run reports. In this article we’ll review..



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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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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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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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Tasty Tricks to Turn Out TIRs with Ease

October is upon us, which likely means you are or will be conducting your TIR (Trustee Interim Report) soon. The UST Handbook states that: “…the trustee must implement a system to review the progress of each case and must be able to demonstrate that this review is performed on a regular basis. 28.U.S.C. § 586. ..



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Live Training Webinars – October 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: TFR Preparation Tues, October 4, 2016 Join this session to brush up on everything you need to know to prepare your TFRs. We will go over a sample checklist..



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Live Training Webinars – September 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: Editing Merge Documents Tues, September 20, 2016 Learn how you can make minor adjustments to your merge documents and keep your productivity flowing when an update is needed to these..



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Live Training Webinars – August 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: Word, Excel, and Acrobat Basics Tues, August 2, 2016 This session will explore some simple tips and tricks that can make your experience using Word, Excel, and Acrobat a..



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