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Video of the Month: Firm Information

December 2019    Tags:
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If you don’t add to or change your firm’s information on a regular basis, it can be helpful to have a refresher on what fields are available.   Read More...


PracticeMaster provides integration with Microsoft® Outlook®, which is the standard for office email.   Read More...


The Statement of Cash Flows Report (Reports | Statement of Cash Flows) in GLS shows how the firm’s cash position has changed over a period of time.   Read More...


Video of the Month: Working with Reports

November 2019    Tags: ,
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Are you getting the most out of reports? There are several report features that can help optimize your results.   Read More...


You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data?   Read More...