Archive for 'Uncategorized'

Preview of New AccountTECH Software – Integrates with dash, eRelo, DotLoop, Skyslope, Forte, and more!

Webinar Recording from 2/14/2017

Below is the recording of the Webinar held on 2/14/2017: Preview of new AccountTECH Software.
This webinar provided a brief preview of the new software being developed by AccountTECH that will integrate with dash, eRelo, DotLoop, Skyslope, Forte, and more!

We had a huge turnout – so much that we reached the maximum capacity for webinar attendees! We apologize for those who were unable to join due to this. Below is the recording ...

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dash & AccountTECH

The Webinar being offered on Tuesday will cover questions about dash, and provide information about the new AccountTECH software that will be released this year:

dash & AccountTECH
Tuesday, February 14th, 2017 – 1:00PM EST (10:00AM PST)

At the end of this class, we will leave time to go over specific questions on ANY topic related to dash or the new AccountTECH software.

Please DO NOT use your computer microphone to participate in this webinar as that creates too much background noise. Instead, ...

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Preparing for 1099 Season 2017

The following 1099 Webinar is being offered this week:

1099 Training
Tuesday, January 24th, 2017 – 1:00PM EST (10:00AM PST)

At the end of this class, we will leave time to go over individual users specific questions on ANY topic related to 1099 or 1096.

Please DO NOT use your computer microphone to participate in this webinar as that creates too much background noise, but instead, call in on the conference call phone # provided.

You need to register for this class:
Registration URL: ...

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Getting Started with Full AT Suite Accounting, March 22nd 2016

This webinar is for users who are new to Accounting with AT Suite from AccountTECH.

We will be covering a number of start-up items with tips and training for fundamental accounting “start-up” issues.

Then we will open for call to Q&A for everyone in attendance – to cover every question of everyone.

 

Please register for Getting Started with Full AT Suite Accounting on Mar 22, 2016 1:00 PM EST at:

https://attendee.gotowebinar.com/register/4688544453186615555

After registering, you will receive a confirmation email containing information about joining the webinar.

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AccountTECH server farm upgrade & planned outage

AccountTECH’s server farm infrastructure is moving to a new location. On the weekend starting on Friday, January 22nd at 8:00 PM EST we are moving all of our equipment (servers, firewalls, switches, backup storage) to a new facility in Somerville, MA. You can learn more about our new facility at CoreSite by clicking here.

This new facility can provide us the expansion we need for space, power, security & monitoring – but most importantly we are increasing our connectivity ...

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1099 Q&A Webinars 1/26/2015 thru 1/30/2015

1099 Q&A Class being offered 2 times this week.
Tues – Jan 27th – 12:00 PM EST
Thur – Jan 29th – 2:00 PM EST

This class is not a “step-by-step” class, but rather is a Q&A session to go over users specific questions.
Please DO NOT use your computer microphone to participate in this webinar as that creates too much background noise, but instead, call in on the conference call phone # provided.

Please watch the videos below before attending this ...

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AccountTECH Basics & Properties Training (Week of 12/01/14)

Join us for a webinar beginning on Dec 02, 2014 at 12:00 PM EST.

Register now!

https://attendee.gotowebinar.com/register/7075543505070707714

This repeating weekly AccountTECH webinar series will teach you the fundamentals of AccountTECH.

If you’re brand new to AccountTECH, we recommend attending a week before you launch and the week after so you can bring your questions. We’ll schedule your extra private training classes after you launch.

If you’ve been with us for a while, this is a great way to get ...

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Icons

Here is a list of the different icons used in TransactionPlan and what they symbolize. These same icons are repeated in Mobile TransactionPlan when used on your iPhone or Android device

Calls / Meetings
Contact Timeline Task
Showing Appointment
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Webinar: Navigating TransactionPlan

This webinar is going to cover basic login & navigation to the new TransactionPlan website.  This entirely new web application is included in the software subscription of all AccountTECH clients and will be replacing AT Perspective.

In this one hour webinar, we will review how to complete tasks that will be familiar to users of AT Perspective, but in this entirely new, html5 design. Attendees will see that the new design makes it much easier and faster to manage your transactions ...

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Office Leads vs Personal Leads

Contacts of any kind can have their source be set to anything you want. They can also have their type set to anything you want. But neither of these fields determine whether a Contact is considered an Office Contact or an Agent Contact.

In TransactionPlan, the determination is made by who ENTERED the Contact. If the Contact was entered by Staff, then it is an Office Contact. If the Contact was entered by an Agent, then it is a personal Agent ...

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