Live Training Webinars – May 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: Claims Join this session to learn all about the claims screen, what the different claim icons mean and how to make the most of the features available. CaseLink²  Users:..





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Live Training Webinars – April 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: Unclaimed Funds or Small Dividends Join this session to learn how to handle unclaimed or small dividends within CaseLink. CaseLink²  Users: Tues, April 4, 2017 2:00 pm ET/11:00 am..





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A Treasure Trove of Year-Round Resources in the BMS Newsletter & Blog

You don’t have to wait for each month’s BMS Newsletter to come into your inbox in order to get helpful tips and other topical industry-related articles from BMS—you can access the full treasure trove year-round through the BMS Blog on our website! Leverage resources such as software and compliance tips, industry news, and more to operate at..





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Your Four-Leaf Clover: 341(a) Prep Sheets in CaseLink

For many years, BMS has provided our clients with the ability to generate summarized case data from within CaseLink in the form of 341(a) Prep Sheets [aka 341(a) Prep Report]. These Prep Sheets pull in data from the bankruptcy petition and various schedules and display the key information for you in an easy-to-digest summary report; however,..





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Live Training Webinars – March 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: TIR Prep Join this session to learn how to prepare for your Trustee’s Interim Reports in CaseLink. See how to avoid common mistakes by using the UST Tool in..





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Live Training Webinars – February 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: TDRs Tues, February 14th, 2017 Join this session to learn all you need to know about when and how to prepare your Trustee’s Distribution Report. Learn about importing scheduled claims..





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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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