Upcoming Webinars

Can't make a date? Register anyway, and the recording and transcript will be sent to you.

Wednesday, November 13th

  • Prep your tech for tax season 11:00am Pacific / 2:00pm Eastern
    Is your tech ready for taxes? Register today to discover new opportunities for your firm to improve efficiency, security and client experiences this tax season.

Thursday, November 14th

  • Introduction to OfficeTools 11:00am Pacific / 2:00pm Eastern
    Please join us for an Introduction to OfficeTools! First-time or Experienced users can all gain more insight from our free training Webinar! Every Session is LIVE and our product experts will answer any questions you may have, no matter the topic or complexity!
  • Introduction to HotDocs 12:30pm Pacific / 3:30pm Eastern
    Please join us for an Introduction to HotDocs! First-time or Experienced users can all gain more insight from our free training Webinar! Every Session is LIVE and our product experts will answer any questions you may have, no matter the topic or complexity!

Thursday, November 21st

  • Introduction to AbacusLaw 11:00am Pacific / 2:00pm Eastern
    Please join us for an Introduction to AbacusLaw! First-time or Experienced users can all gain more insight from our free training Webinar! Every Session is LIVE and our product experts will answer any questions you may have, no matter the topic or complexity!
  • Introduction to Amicus Attorney 12:30pm Pacific / 3:30pm Eastern
    Please join us for an Introduction to Amicus Attorney! First-time or Experienced users can all gain more insight from our free training Webinar! Every Session is LIVE and our product experts will answer any questions you may have, no matter the topic or complexity!

Check back soon for more webinars through the next month and beyond!


Past Webinars

View past webinar recordings with the links below:

  • Securing Your Virtual Law Firm: Concerns about client data protection and staff collaboration are largely solved with available technologies. Learn how you can benefit from taking your firm virtual while improving your information security and operational efficiency.
  • Future-Proof Your Firm with Abacus Private Cloud: See how you can start maximizing performance, slash self-managed IT expenditures, and future-proof your firm in this 15 minute demo. Designed to host and manage your firm's critical data and applications, Abacus Private Cloud, or "APC", gives you a virtual workspace accessible from internet enabled devices anytime, anywhere.
  • Protect Your Client Data From Hackers with Abacus Private Cloud: Hackers have a field day with companies whose data is insecure. Don't let yours be one of them! See how Abacus Private Cloud (APC) puts your critical business data and vital applications into a highly secure, virtual workspace accessible anywhere, anytime, and from any device, with this quick 20 minute webinar.
  • Assessing Your Firm's Cybersecurity / Privacy Risks: Worried about whether your data is at risk for a cyber-attack or data breach? Attend this in-depth but non-technical session to learn how to assess your cyber-security risk using techniques familiar to most auditors and accountants who have done internal control work. Learn to identify data sets and systems that are at risk and the questions to ask your IT department, service providers, and business partners to better understand your risks and exposure. Cyber-liability insurance and the implications of your information security practices will also be discussed.
  • Identity Theft and Cybersecurty: Your Responsibilities to Protect Client Data: The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures. Attend this non-technical seminar to obtain an understanding of the IRS’s expectations of you in safeguarding your clients’ data (Pub 4557) and practical tips to reduce your risk of a data breach.
  • How to Move Your Firm to the Cloud: Join us for this half hour webinar where we outline the practical steps you need to take when moving your firm to the cloud.
  • Abacus Private Cloud Demo: Abacus Private Cloud puts your critical practice data and vital applications into a private virtual workspace that is accessible from any device, anywhere, anytime, while removing IT management burdens and costs. Join us for a quick demo!
  • Abacus Private Cloud Demo: Abacus Private Cloud puts your critical practice data and vital applications into a private virtual workspace that is accessible from any device, anywhere, anytime, while removing IT management burdens and costs. Join us for a quick demo; attendees will have a chance at winning a $50 Amazon gift card!
  • Abacus Private Cloud Demo: Abacus Private Cloud puts your critical practice data and vital applications into a private virtual workspace that is accessible from any device, anywhere, anytime, while removing IT management burdens and costs.
  • The 2018 Cyber Threat Landscape: Protect Your Firm Now: With a new year come new threats, smarter hackers, and new best practices for minimizing risk. In this webinar, you’ll learn how to keep your clients’ personal information protected while enabling your employees to securely work anywhere on any device utilizing virtualization, biometrics, multi-factor authentication, and other security best practices. Don't miss this webinar; attendees will have a chance at winning a $50 Amazon gift card!
  • Demo — Future-Proof Your Firm with Abacus Private Cloud: With hackers and other cyber pitfalls affecting more and more accounting and law firms, there is still no universally accepted standard that firms must meet to show that they are adequately protected. See how Abacus Private Cloud (APC) puts your critical business data and vital applications into a highly secure, virtual workspace accessible anywhere, anytime, and from any device.
  • Tips & Tricks for Working in Your Abacus Private Cloud: Ever wondered how to properly log off the cloud? What about using the APC knowledge base and Abacus Client Portal? Join our half hour Free Training Friday for APC tips and tricks!
  • Demo - Safeguard and Mobilize Your Firm with Abacus Private Cloud: Abacus Private Cloud puts your critical practice data and vital applications into a private virtual workspace that is accessible from any device, anywhere, anytime, while removing IT management burdens and costs. Join us for a quick demo!
  • Understanding Canadian Data Hosting: In this webinar, hear from our cloud solutions expert on how to move to a Private Cloud, and how Abacus Private Cloud helps you comply with laws like PIPEDA (Personal Information Protection and Electronic Documents Act).
  • Make the Switch to Abacus Private Cloud: In this 15 minute demo, we'll show you how our private cloud spares you IT headaches and costs, and why our around the clock US-based support team makes the decision a no-brainer. Learn why half a million firms have made the switch.
  • AbacusLaw — Generating Custom Reports: In this webinar you will learn how to customize the information that shows on the reports that are crucial to running your practice through AbacusLaw.
  • Split Billing in AbacusLaw: This webinar will speak to the setup, preparation, and processing of split billing as it relates to the Master Matters and Sub Matters inside AbacusLaw.
  • AbacusLaw Generating Custom Reports: In this webinar you will learn how to customize the information that shows on the reports that are crucial to running your practice through AbacusLaw.
  • AbacusLaw Billing Working with Trust: This webinar will speak to topics related with the Trust Account including trust deposits, issuing trust refunds, reviewing the matter trust activity, voiding trust checks, and finally trust reports.
  • Mastering Case Creation in AbacusLaw: In this next Free Training webinar for AbacusLaw, learn how you can use intake forms and more built in functionality to streamline your workflow process and save time and money mastering case creation.
  • How to Use Document Generation in AbacusLaw: Learn to turn your client letters and court forms into fillable forms that Abacus will efficiently and accurately complete with the click of a button.
  • Using APX During Bill Processing in AbacusLaw: Automate your client payments and make your billing process seamless with APX, Abacus Payment Exchange, built in to AbacusLaw.
  • Master Case Creation Workflow in AbacusLaw: From intake to calendaring, learn to create your new case records quickly and efficiently so that you save time and ensure accuracy.
  • AbacusLaw Building Search Queries: In this training webinar, we will discuss Building Search Queries and best practices within AbacusLaw.
  • AbacusLaw Rules-Based Calendaring: Learn to calendar your deadlines with speed and accuracy, saving you time and headache, with this latest Free Training webninar for AbacusLaw.
  • Improve Workflows in AbacusLaw with Personalization: Learn the proper way to create client and matter records inside AbacusLaw to ensure that you are starting your new case off on the right foot.
  • Automated Form Generation in AbacusLaw: Learn to turn your client letters and court forms into fillable forms that AbacusLaw will efficiently and accurately complete with the click of a button.
  • AbacusLaw Creating Custom Screens: Custom Screens give you the option to take the efficiency of the all-in-one legal case management solution of AbacusLaw to another level. Learn more from our product experts in this Free Training webinar.
  • AbacusLaw Accounting Ask Us Anything: This is an extra fun webinar! Got a question? Ask us! Wanna hang back and hear what others are doing? That's ok too! Now is your chance to get your pressing questions around AbacusLaw Accounting answered by our experts.
  • AbacusLaw — Establishing Default User Preferences: Learn how setting up your AbacusLaw system with default user preferences can save you and your firm time and money in 2019 and beyond in this Free Training webinar.
  • Split Billing in AbacusLaw: This webinar will speak to the setup, preparation, and processing of split billing as it relates to the Master Matters and Sub Matters inside AbacusLaw.
  • Take Control of Your Firm with AbacusLaw: See AbacusLaw in action during this 15 minute product demo webinar, and discover how attorneys win more cases, dynamically capture critical case and client details, and prevent important deadlines from falling through the cracks.
  • Mastering Case Creation in AbacusLaw: In this next Free Training webinar for AbacusLaw, learn how you can use input forms and more built in functionality to streamline your workflow process and save time and money mastering case creation.
  • AbacusLaw Billing Working with Trust: This webinar will speak to topics related with the Trust Account including trust deposits, issuing trust refunds, reviewing the matter trust activity, voiding trust checks, and finally trust reports.
  • Automated Form Generation in AbacusLaw: Eliminate the time consuming process of manually creating form letters, and streamline your efficiency by learning to use the auto generation features inside AbacusLaw.
  • AbacusLaw Accounting — Accounts Payable: This Free Training webinar recap dive in to AbacusLaw Accounting covers concepts and practices such as Vendors, Check Writing & Check Registers, establishing Recurring Payables, and Accounts Payable Reporting.
  • Working with Practice Area Legal Solutions (PALS): Practice Area Legal Solutions, or PALS, take the standard AbacusLaw and specialize it for your particular type of law. In this Free Training session, learn how to work with custom screens, intake forms, and rules, to fit AbacusLaw to your firm's needs.
  • Billing with Trust Transfers in AbacusLaw: In this Free Training webinar, we will talk about how to apply trust monies against bills inside AbacusLaw, as well as how to deal with trust check features. We will also cover posting payments into the Operating Account and analyzing the transaction status.
  • AbacusLaw Automated Form Generation: Eliminate the time consuming process of manually creating form letters, and streamline your efficiency by learning to use the auto generation features inside AbacusLaw.
  • General Ledger Reports in AbacusLaw: This webinar will inform users how to establish a General Ledger Budget, setup groups of customized financial reports and close the accounting month. We will also discover how to access archived General Ledger data.
  • Flat Fee Scheduled Billing in AbacusLaw: This webinar will cover how to setup, prepare and process flat fee scheduled billing inside of AbacusLaw, including how to set up a payment schedule, and posting payment into an Operating Account.
  • Utilizing Civil Procedure Rules in AbacusLaw: Learn the uses of civil procedure rules and how to utilize these rules on our calendars so that we never miss a deadline.
  • Contingency Billing in AbacusLaw: Will cover how to setup, prepare and process contingency billing. We will also cover how to write checks out of trust, writing checks to Firm for fees and costs, and writing checks to clients.
  • Establishing Timekeeper Rates & Codes for Billing in AbacusLaw: Creating and maintaining timekeeper rates, client expense codes, billing email templates, billing format codes, task-based codes and payment codes are just some of the topics covered in this webinar.
  • Automated Form Generation in AbacusLaw: Eliminate the time consuming process of manually creating form letters, and streamline your efficiency by learning to use the auto generation features inside AbacusLaw.
  • Revising Matter Billing Details in AbacusLaw: Learn how to adjust and revise unbilled and billed write-offs, how to transfer time/costs from matter to matter, and how to un-post bills and make refunds to clients.
  • AbacusLaw Keeping Track of Your Time: Learn how, with time tracking, a user is able to account for productivity and prepare for billing. With this session you will learn the basics of time tracking, as well as how to set time tracking defaults so that you never have to worry about lost billable time.
  • Accounting in AbacusLaw with the General Ledger: This webinar will inform users how to customize their Chart Of Accounts as well as how to setup, maintain, and analyze journal entries.
  • Building Better Search Queries in AbacusLaw: Learn how to leverage the data inside your AbacusLaw with Search Queries you can run either through the Report format, or using Browse windows. Streamline practices and work better in 2019.
  • Improving Workflows with Personalization in AbacusLaw for 2019: See how you can set your firm up for success and growth in 2019 and beyond, with a look in to personalizing workflow within AbacusLaw.
  • Using Rules-Based Calendaring in AbacusLaw: Learn to use the rules feature within your calendar, and create events en-masse.
  • Improve Workflows with Personalization in AbacusLaw: We know that not everyone in your firm holds the same role. In this twenty minute webinar, learn how you can customize your AbacusLaw program to meet the specific needs of each employee in your firm.
  • How to Use Document Generation in AbacusLaw: Creating documents from scratch in Microsoft Word can be daunting, or at least repetitive. In this free 20 minute webinar, learn how to maximize efficiency with the document generation features inside AbacusLaw.
  • Avoid an End-of-Year Accounting Headache with Abacus Accounting: In this 20 minute Free Training Friday webinar, learn about the accounting reports that are crucial to your firm's success, and how to access them inside of your AbacusLaw system.
  • Flat Fee Billing in AbacusLaw: What is Flat Fee Billing, how can it help your firm, and how does AbacusLaw handle it? Learn about the benefits and how-to's in this free webinar.
  • Automated Form Generation in AbacusLaw: Eliminate the time consuming process of manually creating form letters, and streamline your efficiency by learning to use the auto generation features inside AbacusLaw.
  • Creating Custom Screens in AbacusLaw: Learn how you can customize your matter screens inside AbacusLaw to be an even better fit for your specific practice area(s).
  • Creating New Users, and Securing Your Data in AbacusLaw: Learn the proper way to add new users and adjust security permissions inside AbacusLaw, including how to use the built-in "Ethical Wall" feature.
  • AbacusLaw Crucial Accounting Reports: Learn about accounting reports built in to AbacusLaw that are crucial to your firm's success, and start taking advantage of this powerful feature right away.
  • AbacusLaw Rules-Based Calendaring: AbacusLaw integrates directly with your Office365 and Exchange calendars, and in this free 20-minute webinar you can learn to use the Rules feature to create events en-masse and ensure you never miss a deadline again.
  • AbacusLaw Ask Us Anything 9/13 Edition: It is time for another iteration of our AbacusLaw Ask Us Anything. You sent in your questions, and our AbacusLaw experts are here with the answers in this half hour Free Training Thursday webinar recap.
  • Creating Payment Schedules in AbacusLaw: Learn how you can create payment schedules for clients, and set up events to remind you when payments are due, in this free training webinar. Get paid faster with AbacusLaw and APX: Abacus Payment Exchange.
  • Building Search Queries in AbacusLaw: Learn how to find the data that you need inside AbacusLaw through either the report format, or using browse windows.
  • Customizing Intake Forms: All matters are not created equal. Learn how you can customize your intake process to meet your firm and case needs, in this iteration of AbacusLaw Free Training Thursday.
  • AbacusLaw - Quick and Easy Time Tracking: This session will provide attendees with the knowledge and power to track their time and also tools to monitor timekeepers hours.
  • AbacusLaw - Creating Scheduled Payments : In this free 20-minute webinar, learn to set up payment schedules and run invoices inside AbacusLaw for those clients who make payment installments for your services.
  • Building Advanced Queries in AbacusLaw: AbacusLaw is the one stop solution for tracking all of your firm's data, documents, cases, matters, time, and everything else, and Queries give you a shortcut to access that data. In this free 20-minute webinar, learn some advanced tips and tricks to improve your efficiency when working in AbacusLaw.
  • AbacusLaw Ask Us Anything Accounting Related: In this followup Ask Us Anything series for AbacusLaw, here is your chance to get your Abacus Accounting questions answered by our expert trainers. Send your requests to webinars@abacusnext.com and we will answer them in this free webinar.
  • Collect Client Credit Card Payments with APX in AbacusLaw: Maximize the efficiency of the Abacus Billing program by utilizing Abacus Payment Exchange to process your client payments. Learn how you can get paid faster in this free twenty minute webinar.
  • AbacusLaw - Security/Ethical Wall: In this quick free training webinar, learn some tips and ways to keep your firm and clients' data safe from common but effective cyber extortion schemes that target law firms.
  • AbacusLaw — Perfect Case Creation: Learn to utilize the AbacusLaw Intake forms to make your new case creation quick and easy.
  • Ask Us Anything Accounting Related: In another round of open forum Ask Us Anything, get more answers from our AbacusLaw and Abacus Accounting experts.
  • Advanced Calendaring in AbacusLaw: Become a calendar master in AbacusLaw during this short and informative webinar.
  • AbacusLaw — Ask Us Anything: In another round of general AbacusLaw Ask Us Anything open forum, take advantage of a half hour with our AbacusLaw experts to get your pressing questions answered. Send your requests in advance to webinars@abacusnext.com.
  • Ask Us Anything Accounting Related: In another round of open forum Ask Us Anything, get more answers from our AbacusLaw and Abacus Accounting experts. Send your requests in advance to webinars@abacusnext.com.
  • Ask Us Anything Accounting Related: In this followup Ask Us Anything series for AbacusLaw, here is your chance to get your Abacus Accounting questions answered by our expert trainers.
  • AbacusLaw — Ask Us Anything: Whether you are new to AbacusLaw or a seasoned veteran, this 20 minute webinar open forum is your chance to get your questions answered by our training experts. We are also doing an AMA around Abacus Accounting specific questions on April 26th.
  • Optiziming Document Search in AbacusLaw: In this free 20 minute webinar, learn how you can configure your AbacusLaw program to not only search linked documents, but also documents stored on the network that may or may not be already linked to Matters.
  • Collect Client Credit Card Payments in AbacusLaw with APX: Maximize the efficiency of the Abacus Billing functionality inside AbacusLaw by utilizing Abacus Payment Exchange (APX) to process your client payments, both from credit cards and ACH transactions, and get paid faster.
  • Improve Workflows with Personalization in AbacusLaw: We know that not everyone in your firm holds the same role. In this twenty minute webinar, learn how you can customize your AbacusLaw program to meet the specific needs of each employee in your firm.
  • How to Use Document Generation in AbacusLaw: Creating documents from scratch in Microsoft Word can be daunting, or at least repetitive. In this free 20 minute webinar, learn how to maximize efficiency with the document generation features inside AbacusLaw.
  • Scheduled Payment Billing in AbacusLaw: Learn how you can set up payment schedules and run invoices inside AbacusLaw and better handle clients who make payment installments for your services.
  • AbacusLaw — Ask Us Anything: In this open forum webinar, we answered some of the pressing questions from AbacusLaw users. Whether you are a seasoned veteran or new to AbacusLaw, you will want to check this out.
  • Master the Case Creation Workflow in AbacusLaw: Learn to utilize the AbacusLaw Intake forms to make your new case creation quick and easy. Maximize efficiency and optimize billables with this free 30 minute webinar.
  • CyberSecurity Best Practices for Working in AbacusLaw: In this free webinar, learn some tips and ways to keep your firm and clients' data safe from common but effective cyber extortion schemes that have been targeting law firms.
  • Flat Fee Billing in AbacusLaw: What is Flat Fee Billing, how can it help your firm, and how does AbacusLaw handle it? Learn about the benefits and how-to's in this free 30 minute webinar.
  • Automated Form Generation in AbacusLaw: Eliminate the time consuming process of manually creating form letters, and streamline your efficiency by learning to use the auto generation features inside AbacusLaw.
  • Cybersecurity Best Practices for Working in AbacusLaw: In this quick free training webinar, learn some tips and ways to keep your firm and clients' data safe from common but effective cyber extortion schemes that target law firms.
  • Running Reports in AbacusLaw: In this training webinar, learn how to run various reports in Abacus Accounting, including the report that shows unbilled time.
  • Setting Up Matters in AbacusLaw: Creating your matters in AbacusLaw is efficient, and requires just a few minutes of your time. In this webinar you will learn how to properly create your new matters, and ensure that the related contacts are linked.
  • How to Use the AbacusLaw Rules Engine: In this training webinar, learn how the AbacusLaw rules engine can be customized to calculate all critical deadlines for a matter based on Federal, State and your jurisdiction’s court rules.
  • Work on the Go with the AbacusLaw Mobile App: The AbacusLaw mobile app gives you easy access to your files, client information, phone calls, time entries, and notes. The time tracker lets you capture every billable moment -- from the expected meeting to the unexpected phone call -- and everything in between. Don't miss this webinar to learn how to take advantage of it!
  • Closing the 2017 Accounting Year in AbacusLaw: It’s that time of year again! Your Accounting year may be coming to an end on December 31st. Tune in and find out what you DO and DO NOT want to do in your Abacus Accounting, to celebrate the New Year with no Accounting Fear!
  • Customizing Your AbacusLaw Screens: Learn to edit your database, and add custom fields to your Name, Matter, and Intake screens.
  • Adding Fields to AbacusLaw: In this edition of Free Training Friday for AbacusLaw, learn how you can customize your intake and records with the addition of custom fields.
  • Tracking Time in AbacusLaw and Abacus Accounting: Learn how to track your time on day-to-day activities and apply that time to your cases for billing purposes.
  • Running Invoices in Abacus Accounting: Learn how to run your "Prebills" and check for errors, print, email, or download your client bills, and post your bills to your AbacusLaw client records.
  • Receiving Client Payments in AbacusLaw: Easily track your time, handle billing, and receive client payments directly from within AbacusLaw. Learn how to do it in this edition of Free Training Friday!
  • Adding Events to the Calendar & Matters in AbacusLaw: Learn to add your firm's appointments directly to your calendar, and ensure that those events are linked to the corresponding case for easy future reference.
  • AbacusLaw Demo: Have you been considering a new case management software? Learn how AbacusLaw has been helping lawyers to grow and take control of their firm for over 30 years with customized solutions.
  • Customizing Form Letters in AbacusLaw: Learn to import your own letters into AbacusLaw, and autofill those letters to make your everyday form generation more efficient.
  • Importing Form Letters into AbacusLaw: In this 30 minute Free Training Friday, learn to import your everyday word documents into the Abacus forms library, and customize them to merge with case data.
  • Contingent Billing in AbacusLaw: Don't miss this quick, 30 minute training, in which you will learn about setting up a Matter, adding costs and liens to a client's Settlement Statement, and how to calculates the Attorney's fees within AbacusLaw.
  • How to Create a Web Intake Form in AbacusLaw: Experience the magic of posting your internal intake forms to your website to solicit prospective clients, receive info from current clients, and help you work on the go! This 30 minute training will provide you with everything you need to know to get started with Web Intake Forms.
  • What's New in the Latest Version of AbacusLaw v23.24: Join our Chief Solutions Architect, Tomas Suros for a free session covering all of the new features in AbacusLaw version 23.24. Have all your questions answered about what's new and exciting for AbacusLaw users, including the new mobile app!
  • Rules Based Calendaring in AbacusLaw: Your legal practice runs on rules. Your calendar in AbacusLaw does too. In this free 30 minute training, learn how the rules engine calculates and schedules critical deadlines for a matter based on Federal, State, and/or Local Court Rules.
  • Using Intake Forms in AbacusLaw: Save time and energy maximizing your use of AbacusLaw with the proper way to do intake process in this Premium Webinar.
  • Adding Notes in AbacusLaw: Where would you be without notes for reference? Join us for 30 minutes that will help you when it comes to adding notes to your system in AbacusLaw.
  • Running Financial Reports in Abacus Accounting: There are quite a few reports you can generate in AbacusLaw, including: 1099/1096, Accounts Payable, Billing, General Ledger, and so much more. Sign up and start becoming a Reports wizard today!
  • Inputting Recurring Automatic Deposits/Withdrawals: Stay on top of recurring deposits and withdrawals by learning how to schedule them from within the AbacusLaw. Learn how you can make balancing the books a breeze!
  • Using Intake Forms in AbacusLaw: Learn how Abacus Intake Forms let you enter data for the case, client, other linked names, calendar events, and notes in one step using a single window.
  • Running Queries in AbacusLaw: In this next Free Training Friday webinar, take your AbacusLaw use to the next level when you learn how to master Query Management. Use query mode to retrieve only the records you want,and be presented with exactly the data you need, by creating custom reports in AbacusLaw.
  • Running Conflict Checks in AbacusLaw: Find out how you can avoid having to give back fees by utilizing the built-in Conflict of Interest Checker in AbacusLaw. Learn how to set up search criteria that will give you the confidence to declare, “Conflicts of interest? Not here!”
  • Entering Time Matter in Activity: It’s all about that billable hour. Make sure you are utilizing AbacusLaw to its fullest extent when it comes to entering time in Matter Activities, with this latest Free Training Friday webinar.
  • Outlook Sync in AbacusLaw: Did you know that Outlook can be configured to link emails and attachments to Names/Matters in AbacusLaw? Find out how you can make Outlook and AbacusLaw work together in a more seamless way in just 15 minutes!
  • Using Intake Forms in AbacusLaw: Learn how Abacus Intake Forms let you enter data for the case, client, other linked names, calendar events, and notes in one step using a single window.
  • Get Paid Faster with Abacus Payment Exchange (APX): Join us for 15 minutes of tips and tricks for staying on top of your bottom line in Abacus Accounting!
  • Entering Client Payments & Costs in Abacus Accounting: It seems easy enough, but keeping track of client payments and costs can become a chore if you don't stay on top of it. Not to worry - join our Abacus Accounting expert for some tips and tricks for staying on top of your bottom line!
  • Appearance and Personalization in AbacusLaw: Did you know you can personalize you own look and feel in AbacusLaw? Join us as we reveal some tips and tricks to make AbacusLaw experience uniquely your own!
  • Making Corrections in the General Ledger: Join us for the last Free Training Friday of June and learn how to streamline processes making corrections in the general ledger. Post journal entries, discuss the Reversing tool, and address the option to delete entries if needed.
  • Document Generation in AbacusLaw: No more redundant, manual typing. Auto-populate documents with case and contact information from the database of your case management software. In this Free Training Friday webinar you will learn how to increase productivity and decrease errors by turning everyday letters into custom templates.
  • Matter Maintenance in Abacus Accounting: In this Free Training Friday webinar, you can take your Abacus Accounting skills up a notch. Learn how to tailor each matter for every time keeper in the Rates tab, assign appropriate time keepers to each matter in the General tab, set up billing frequency + mode + format codes in the Format tab, and designate street and email addresses in the Address tab.
  • Intro to Calendaring in AbacusLaw: The calendar is one of the most important tools in the office. In this AbacusLaw Free Training Friday webinar, you'll get an intro to the power of Rules-Based Calendaring. Learn how you can save time and automatically schedule deadlines with Rules.
  • Forms Generation in AbacusLaw: In AbacusLaw, learn to fill your court forms with the case and name data that already exists in your database. Eliminate the chance for typos and mistakes.
  • AbacusLaw demo
  • Managing Billing Lifecycle with Abacus Accounting
  • Introducing the Ethical Wall in AbacusLaw
  • Amicus Attorney — Email, Contacts, & Calendaring: In this Free Training webinar for Amicus Attorney, we jump in to the integration that Amicus has with Microsoft Outlook and Exchange, and how that integration keeps your Contacts, Calendaring, and Emails in sync.
  • Amicus Attorney — Reporting 101: Learn how you can leverage Reports inside Amicus Attorney to quickly pull information out, or monitor different areas of your practice within the application.
  • Amicus Attorney — Reporting 101: Learn how you can leverage Reports inside Amicus Attorney to quickly pull information out, or monitor different areas of your practice within the application.
  • Amicus Attorney — Email, Contacts, & Calendaring: In this Free Training webinar for Amicus Attorney, we jump in to the integration that Amicus has with Microsoft Outlook and Exchange, and how that integration keeps your Contacts, Calendaring, and Emails in sync.
  • Using APX in Amicus Attorney: In this Free Training, see how Abacus Payment Exchange (APX) functionality built in to the latest versions of Amicus Attorney lets you Get Paid Faster.
  • Amicus Attorney New File Intake Management: This webinar is ideal for law firms that want to increase productivity by automating the File Creation Procedure built in to Amicus Attorney.
  • Amicus Attorney Document Management Basics: Learn how to take full advantage of Amicus Attorney’s powerful Document Assembly functionality to increase efficiency and cut down on repetitive document creation. Amicus Attorney uses the data in your client matters to accurately automate legal documents without leaving your case management software. Say goodbye to late nights manually filling forms and correcting maddening user errors.
  • See What's Coming in Amicus Attorney: What's changed? What's New? And what does it all mean? Join us for a Free Training webinar and learn about the new and exciting features in Amicus Attorney.
  • Amicus Online — What's New: Learn about some exciting new features that are coming soon to Amicus Online.
  • Amicus Attorney Ask Us Anything: It's simple! Let talk about Anything! (Anything about Amicus Attorney that is...) Send your questions in advance to webinars [at] abacusnext.com and our Amicus experts will answer.
  • Amicus Attorney Client Portal: Join us for another Free Training webinar: learn how to quickly and easily share information with your clients while cutting down on the emails going back-and-forth with the Amicus Client Portal!
  • Amicus Attorney Reporting 101: Learn how you can leverage Reports inside Amicus Attorney to quickly pull information out, or monitor different areas of your practice within the application.
  • Amicus Attorney Document Assembly Basics: Learn how to take full advantage of Amicus Attorney’s powerful Document Assembly functionality to increase efficiency and cut down on repetitive document creation. Use the data in your client matters to accurately automate legal documents without leaving your case management software. Say goodbye to late nights manually filling forms and correcting maddening user errors.
  • Get Paid Faster with Amicus Attorney and Abacus Payment Exchange: Abacus Payment Exchange, or APX, was built from the ground up to maximize simplicity and speed. We've seamlessly integrated it into Amicus Attorney so you can stop hassling with complicated, inefficient payment processors and get paid FAST. Learn more in this Free Training webinar.
  • Amicus Attorney New File Intake Management: This webinar is ideal for law firms that want to increase productivity by automating the File Creation Procedure. In this session, you will learn how to modify the File Intake Form to consolidate data entry when creating a new File. You will learn how to add additional core fields to the intake form, create new pages, create File Type specific intake pages and integrate Custom Fields into the intake form. You will also learn how to incorporate Action Items like a conflict search or Precedent into your New File Intake process.
  • Amicus Attorney Document Assembly Basics: Learn how to take full advantage of Amicus Attorney's powerful Document Assembly functionality to increase efficiency and cut down on repetitive document creation. Amicus Attorney uses the data in your client matters to accurately automate legal documents without leaving your case management software. Say goodbye to late nights manually filling forms and correcting maddening user errors.
  • What's New in Amicus Attorney v20.4: Learn about all the new features in the latest version of Amicus Attorney. Highlights include APX PayNow: add a link to an invoice email so clients can pay immediately by credit card. Single Sign On: new login controls for enterprise users and firms in Abacus Private Cloud. Enhanced Custom Pages Layouts: new custom page controls include lists and core fields, essentially building custom dashboards for your files. Improvements to the Client Portal & Amicus Anywhere, and more!
  • Using APX in Amicus Attorney: In this Free Training, see how Abacus Payment Exchange (APX) functionality built in to the latest versions of Amicus Attorney lets you Get Paid Faster.
  • Amicus Attorney — Email, Contacts, & Calendaring: In this Free Training webinar for Amicus Attorney, we jump in to the integration that Amicus has with Microsoft Outlook and Exchange, and how that integration keeps your Contacts, Calendaring, and Emails in sync.
  • Amicus Attorney Ask Us Anything: Please submit your Questions prior to this Session by emailing webinars [at] abacusnext.com, and we will endeavor to answer all of your questions about Amicus Attorney.
  • Amicus Attorney Document Assembly: Learn the basics of how to take advantage of Amicus Attorney's Document Assembly functionality with this 20-minute Free Training Thursday webinar.
  • New File Intake Management in Amicus Attorney: Ensure that your staff are capturing important file information as they are being created while leveraging existing custom fields in the process! We will also review handy ‘Action Items’ that can also be engaged as part of your new file workflow.
  • Amicus Attorney Reporting 101: Leverage Amicus Attorney reports to quickly pull information out of Amicus Attorney or monitor different areas within the application.
  • Amicus Attorney Document Management Basics: Learn how to quickly and easily share information with your clients while cutting down on the emails going back-and-forth with the Amicus Client Portal!
  • Leveraging the Amicus Attorney Client Portal: Learn how to quickly and easily share information with your clients while cutting down on the emails going back-and-forth with the Amicus Client Portal!
  • Using APX in Amicus Attorney: Bill more, easier, and get paid faster, using the functionality of Abacus Payment Exchange (APX) built in to Amicus Attorney. See more in this Free Training webinar.
  • Amicus Attorney - Reporting 101: Leverage Amicus Attorney reports to quickly pull information out of Amicus Attorney or monitor different areas within the application.
  • Maximize Your Billable Hours with Amicus Attorney: In this free 20 minute webinar, see how you can leverage Amicus Attorney to maximize your billable hours, integrate with the other tools and systems your firm runs on, and get paid faster.
  • How to Use Abacus Payment Exchange in Amicus Attorney: You work long hours. Getting paid should be a breeze. Learn how Abacus Payment exchange (APX) enables you to process credit card payments directly in your Amicus Attorney in this 20 minute free training webinar.
  • Amicus Attorney — Document Assembly Basics: Learn the basics of how to take advantage of Amicus Attorney's Document Assembly functionality with this 20-minute Free Training Thursday webinar.
  • Linking Amicus Attorney with Outlook and Exchange: Learn the Basics of how to Setup and Utilize the Amicus Attorney - Outlook / Exchange Links, both Email and Contacts & Calendar.
  • Amicus Attorney and Abacus Payment Exchange: Learn the Basics of how to Setup and Utilize Abacus Payment Exchange within Amicus Attorney and Get Paid Faster with this 20-minute Free Training Thursday webinar.
  • See What's Coming in Amicus Attorney v20.3: Another update to Amicus Attorney is coming soon! In this Free Training Thursday webinar, get a sneak peek and learn about some of the improvements to email integrations, billing system and Abacus Payment Exchange (APX) integration, import for Time / Fees / Expenses, document assembly, custom reports, and more.
  • Amicus Attorney Ask Us Anything: Please submit your questions by emailing them to webinars@abacusnext.com prior to this session, and our Amicus experts will endeavor to answer them all during this 30 minute webinar.
  • Amicus Attorney Precedents: Learn the basics of Precedents and Mass Billing inside Amicus Attorney in this 20-minute free webinar.
  • Amicus Attorney Mass Billing: Learn about Mass Billing inside Amicus Attorney, and see how you can Get Paid Faster in this free 20-minute webinar.
  • The Amicus Attorney Client Portal: Learn how to enable the Client Portal functionality of Amicus Attorney, and see how you can streamline your practice by allowing your clients to take advantage of this incredible feature.
  • Amicus Attorney Document Assembly Basics: In this 20-minute Free Training Thursday webinar, learn how to take full advantage of the Document Assembly functionality inside Amicus Attorney.
  • Amicus Attorney Document Management Basics: Learn how to take advantage of Amicus Attorney's Document Management feature, and take your efficiency and practice management to the next level.
  • Amicus Attorney Feedback: Learn all about one of the Newest Feature Additions to Amicus Attorney - the Feedback Option. Learn what it is for, and how it can help You to help Us to make Amicus Attorney even Better!
  • Amicus Attorney Reporting 101: In this free 20-minute webinar, learn how you can leverage Reports inside Amicus Attorney to quickly pull information out, or monitor different areas of your practice within the application.
  • Amicus Attorney - Abacus Court Rules: Find out how to automatically calculate and schedule critical deadlines for a matter based on the appropriate Federal, State and/or Local Court Rules. Workflows set case milestones that can be assigned to different staff members and tracked for enhanced productivity and control.
  • Amicus Attorney - Ask Us Anything: In another round of Ask Us Anything open forum, Amicus Attorney edition, take advantage of a half hour with our Amicus experts and get your questions answered. Send your requests in advance to webinars@abacusnext.com.
  • Amicus Attorney Contact Management Quick Tips: Learn some tricks of the trade when it comes to intelligently managing contacts in Amicus Attorney.
  • Amicus Attorney New File Intake Management: Ensure that your staff are capturing important file information as they are being created while leveraging existing custom fields in the process! We will also review handy ‘Action Items’ that can also be engaged as part of your new file workflow.
  • Amicus Attorney Mobile App: Have you downloaded the new Amicus Attorney mobile app? In this free training webinar, get an overview of how it can easily capture your outbound emails, phone calls, send reminders, and more.
  • Amicus Attorney — Ask Us Anything: In another round of Ask Us Anything open forum, Amicus Attorney edition, take advantage of a half hour with our Amicus experts and get your questions answered. Send your requests in advance to webinars@abacusnext.com.
  • Precedents in Amicus Attorney: In this twenty-minute Free Training Thursday webinar, find out how saving established workflows as Precedents can save you and your staff serious time in Amicus Attorney!
  • Amicus Attorney Mass Billing: Learn how to use the Mass Billing function in Amicus Attorney to quickly run your bills at the end of the month. Save time and get paid faster.
  • Harness the Power of Amicus Attorney Document Assembly: Learn how to harness the power of Amicus’ Document Assembly features and leverage the client or file information already in Amicus to generate documents in just a few clicks.
  • Amicus Attorney - Ask Us Anything: This is your open forum to get questions answered by our Amicus Attorney experts during this free 20 minute webinar.
  • Custom Pages in Amicus Attorney: Have you ever wanted a designated spot in Amicus Attorney to put important information, such as a federal tax number, marital status or a list of the board of directors? Join us for a quick overview of custom pages in Amicus, in this free 20 minute webinar.
  • New Document Management Features in Amicus Attorney: Explore the new features available with Document Management in Amicus Attorney, and best practices around adding documents to a file in this free 20 minute webinar.
  • Using the new Amicus Attorney Mobile App: Have you downloaded the new Amicus Attorney mobile app? In this free training webinar, get an overview of how it can easily capture your outbound emails, phone calls, send reminders, and more.
  • Amicus Attorney — Ask Us Anything!: In this open forum webinar, we will answer your pressing questions about Amicus Attorney. Whether you are a seasoned veteran or new to Amicus, you will want to check out these questions and answers.
  • The Amicus Attorney Client Portal: Learn how to quickly and easily share information with your clients while cutting down on the emails going back-and-forth with the Amicus Client Portal!
  • New File Intake Management in Amicus Attorney: Ensure that your staff are capturing all the important file information as files are being created in Amicus Attorney, while leveraging existing custom fields in the process. We will also review handy "Action Items" that can be engaged as part of your new file workflow.
  • Amicus Attorney Custom Pages: Have you ever wanted a designated spot in Amicus Attorney to put important information, such as a federal tax number, marital status or a list of the board of directors? Join us for a quick overview of custom pages in Amicus Attorney.
  • How to Use Abacus Payment Exchange in Amicus Attorney: You work long hours. Getting paid should be a breeze. Learn how Abacus Payment exchange (APX) enables you to process credit card payments directly in your Amicus Attorney in this 20 minute free training webinar.
  • Leveraging Document Assembly in Amicus Attorney: Learn how to harness the power of Amicus Attorney's Document Assembly features, and leverage the client or file information already inside Amicus to generate documents in just a few clicks.
  • Your Amicus Attorney in the Cloud: Want the freedom to manage your firm anywhere on any device, while resting assured that your data is safe? Join this half hour Free Training Thursday to learn about the benefits of moving Amicus Attorney into Abacus Private Cloud.
  • How to Use Abacus Payment Exchange in Amicus Attorney: You work long hours. Getting paid should be a breeze. Learn how Abacus Payment Exchange (APX) enables you to process credit card payments directly inside Amicus Attorney.
  • Take Your Practice with You with the Amicus Attorney Mobile App: Have you downloaded the new Amicus Attorney mobile app? In this free training webinar, get an overview of how it can easily capture your outbound emails, phone calls, send reminders, and more.
  • Rules-Based Calendaring Made Easy in Amicus Attorney: In this training webinar, see how you can leverage Abacus Court Rules (ACR) in Amicus Attorney to take the stress out of calendaring your court dates and deadlines.
  • Document Management on a Whole New Level - Amicus Attorney: If you use Amicus Attorney, see how Amicus-Managed Documents is the best way to organize all firm documents in this quick free training webinar!
  • Keep Your Calendar Organized with Adjournments: In this 30-minute free training webinar, learn more about tracking adjournments in the Amicus Attorney calendar.
  • Advanced Task Options in Amicus Attorney: Learn more about how you can better adhere to deadlines with advanced task options like progressive priorities and customized event categories in this edition of Amicus Attorney Free Training Friday!
  • Managing the Flow of Communications in Amicus Attorney: Learn how to leverage Amicus Attorney to stay on top of all your communications. Track email, phone calls and messages in one place. Know whom you are waiting to hear from – with information that’s completely integrated with your files.
  • Organize Your Calls and Messages in Amicus Attorney: In this half-hour Free Training Friday, we'll go over how to better organize your calls and messages, going into detail on setting callback reminders and emailing phone messages as well.
  • Your Amicus Attorney in the Cloud: Want the freedom to manage your firm anywhere on any device, while resting assured that your data is safe? Join this half hour Free Training Friday to learn about the benefits of moving Amicus Attorney into Abacus Private Cloud.
  • Abacus Payment Exchange in Amicus Attorney: You work long hours. Getting paid should be a breeze. Learn how Abacus Payment exchange (APX) enables you to process credit card payments directly in your Amicus Attorney in this 30 minute free training webinar.
  • In's and Out's of the Amicus Attorney Mobile App: In this free, 30 minute training, learn how you can manage your firm on the go with the Amicus Attorney Mobile app.
  • What's New in the Latest Version of Amicus Attorney: Announcing email enhancements, improved document management, a new integration and more! Learn what is new and improved in Amicus Attorney in a quick, 30 minute rundown.
  • Abacus Payment Exchange (APX) in Amicus Online: APX is a NEW, integrated credit card and electronic payment processing tool. In this free 30 minute training, learn how easy it is to sign up and immediately start collecting payments from all major credit cards.
  • In's and Out's of the New Amicus Online Mobile App: Our Amicus Online Mobile App gives you easy access to your files, clients, phone calls, time entries, and notes on-the-go. In this Free Training Friday webinar to learn how to utilize the full functionality of the Amicus Online App.
  • Using Files in Amicus Attorney
  • Amicus Attorney demo
  • Getting Started in Amicus Attorney
  • Amicus Attorney Demo
  • Amicus Attorney Court Rules - Free Training Friday
  • Amicus Attorney Demo
  • Amicus Attorney Demo
  • Free Training Friday: Amicus Dashboard Customization
  • Creating error-free documents with HotDocs Advance: In this webinar, you’ll learn how implementing HotDocs Advance and automating the production of frequently used, business-critical documents can mitigate risk and improve compliance within your organization.
  • How HotDocs Can Power Your Small-Law Practice: This 30-minute webinar will explain how HotDocs can improve efficiency—even when it isn’t connected to other applications. Presenter Michael Ellis, who previously worked for a Family Law attorney, will demonstrate the assembly of a business-critical document.
  • Compliance Made Easy with Document Automation: In this live webinar, we will cover four major trends for compliance professionals in 2019 and demonstrate how HotDocs Advance can simplify the compliance process for your organization. We’ll also show you HotDocs Author’s built-in compliance features. Join us to see how HotDocs can help your business achieve your compliance goals.
  • Multi-Language Template Development using HotDocs: International law firms, global banks, insurance providers, multi-national corporations, and government agencies depend on HotDocs to produce sophisticated documents such as lending packages, legal agreements, and customer communications in a variety of languages. Recognizing the need to support a global customer base, we designed the software to handle nearly any language requirement. In this webinar you’ll see how you can use HotDocs to develop templates in multiple languages. We’ll cover development of interview(s) with shared components, language selection in the interview, and formatting in different languages.
  • Automate client intake with HotDocs Advance: Businesses of all types must gather basic information for new clients. Chances are, your client data is obtained with a client intake. Join us for a 45 minute webinar where we will demonstrate how to streamline client intake using HotDocs Advance. We will also show you how the data gathered by that intake can be used to populate other templates you develop.
  • HotDocs Advance Workflow Overview: HotDocs Advance is the gateway for your users to get the full power and intelligence of HotDocs automated templates in their hands. In this webinar, you will learn how to leverage HotDocs Advance to configure the authoring environment and upload templates, create and manage work groups, create a work item, and assemble a template.
  • HotDocs Advance Workflow Overview: HotDocs Advance is the gateway for your users to get the full power and intelligence of HotDocs automated templates in their hands. In this webinar, you will learn how to leverage HotDocs Advance to configure the authoring environment and upload templates, create and manage work groups, create a work item, and assemble a template.
  • HotDocs — Adding Variable Fields to Templates: This webinar covers the different types of variable fields that can be used in the HotDocs Author program, and shows the user tips and tricks that can be useful when creating new templates.
  • What HotDocs Can Do For Your Business: Organizations like yours use documents every day – contracts, agreements, proposals, letters, etc. See how HotDocs document automation compares to the average manual process as we walk you through the production of a complex software sales contract.
  • HotDocs Advance Overview: HotDocs Advance is the gateway for your users to get the full power and intelligence of HotDocs automated templates in their hands. In this webinar, you will learn how to leverage HotDocs Advance.
  • HotDocs Advance Workflow Overview: HotDocs Advance suite is designed to simplify and to properly create your templates and finished documents with an efficient and accurate workflow.
  • HotDocs Author Overview: Template authoring has never been as powerful or intuitive as it is with HotDocs Author. As the native template creation tool for HotDocs Advance, the latest version of our groundbreaking document management platform, Author reflects the flexibility and simplicity of Advance. You don't have to be a computer programmer to create a document template, you just have to know how to use Microsoft Word. Learn more in this Free Training Thursday webinar.
  • Document Automation with HotDocs: See how you can save time, reduce costs, minimize risks, and increase document quality, in this 15 minute product demo of HotDocs, the market leading document automation software serving more than one million end users in over 11,000 companies across the globe.
  • Cut Document Assembly Time by 94% with HotDocs: In this free 20 minute webinar, see how HotDocs leading document assembly solutions can help you increase efficiencies, boost performance, reduce errors, maintain compliance, and cut document assembly time by 94%.
  • HotDocs Roadmap: The Future of Documents: Join Chris Cardinal, AbacusNext EVP of Software Engineering, and Graham Penman, Product Director for HotDocs, as they discuss our latest release: HotDocs Advance. Learn about the exciting new features and functionality of Advance and the future of HotDocs development within the AbacusNext products and services portfolio.
  • How to Make Profit with AFAs 8:00am Pacific / 11:00am Eastern: Law firms are facing ever increasing pressure from clients to move away from the billable hour model and instead provide fixed fee or alternative fee arrangements (AFAs). Join us as we discuss the ways document automation technology can help ensure profitability with every AFA you provide to your clients.
  • Eliminate Risk & Increase Productivity Within Your Lending Operations 8:00am Pacific / 11:00am Eastern: Join this live webinar to see how document automation software and the Abacus Private Cloud can help you simplify your lending document production process while eliminating risk and increasing productivity.
  • Simplify Claims Litigation and Policy Issuance with Document Automation 8:00–8:30am Pacific / 11:00–11:30am Eastern: Insurers face a number of challenges in ensuring customer documentation is accurate and can be completed in a timely manner. Updating and processing documentation can be challenging, especially when documents are created through a variety of manual and error-prone processes. Document automation offers a simple method of efficiently assembling policies, claims litigation paperwork and a range of other insurance-based documents. In this free webinar, see why some of the world’s most reputable brands rely on HotDocs for the generation of business-critical documentation.
  • Examining the Practice Management Lifecycle 7:00am Pacific / 10:00am Eastern: This methodology session will provide in-depth guidance and direction when reviewing and implementing workflow in an accounting practice. In addition to mapping out and discussing the Practice Management Lifecycle, we will discuss the critical stages of workflow to further help you develop and maintain peak process efficiency.
  • OfficeTools — Managing your firm like never before!: Join us for a live demonstration of OfficeTools and learn more about how it can not only improve your Tax & Accounting workflow but how OfficeTools can change your firm! This webinar will be hosted live and will include Q&A.
  • OfficeTools — Time & Billing Basics: This webinar will focus on the basics of billing and how to best configure your work codes and time tracking tools inside OfficeTools. Billing rates, general invoice options and payments will also be discussed.
  • OfficeTools — Tips & Tricks: This course is focused on the configuration, customization and creation of Projects within OfficeTools. This course will cover the most common configurations of Projects as used by Tax and Accounting Professionals. Workflow, due date tracking and reporting of Project will be discussed in the context of initial setup and configuration. Common tips & best practices will also be discussed.
  • OfficeTools — Time & Billing Basics: This webinar will focus on the basics of billing and how to best configure your work codes and time tracking tools inside OfficeTools. Billing rates, general invoice options and payments will also be discussed.
  • OfficeTools — Projects Tips and Tricks: This is an informative class to discuss various tips and tricks you may not know of for the Projects tab inside OfficeTools. Let’s uncover Workflow Management.
  • Intro to OfficeTools: This webinar will provide in-depth guidance and direction on reviewing and implementing new workflow processes and systems. In addition to mapping out and discussing OfficeTools, we will discuss critical stages of workflow to further help you develop and maintain peak process efficiency.
  • OfficeTools Client Portal — More Than Just Documents: The OfficeTools client portal can do more than just send and receive Client files securely, join us and learn more about online payments, scheduling and intake kiosk. See more in this Free Training webinar.
  • OfficeTools Time & Billing Basics: This webinar will focus on the basics of billing and how to best configure your work codes and time tracking tools. Billing rates, general invoice options and payments will also be discussed.
  • OfficeTools Tips & Tricks: This course will cover the most common configurations of Projects as used by Tax and Accounting Professionals. Workflow, due date tracking and reporting of Project will be discussed in the context of initial setup and configuration. Common tips & best practices will also be discussed.
  • OfficeTools Projects Tips and Tricks: This course is focused on the configuration, customization and creation of Projects within OfficeTools. It will cover the most common configurations of projects as used by tax and accounting professionals. We’ll discuss workflow, due date tracking, reporting, common tips, and best practices.
  • OfficeTools Client Portal — More Than Just Documents: This course is focused on the configuration, functionality and management involved in sending and receiving electronic documents via the OfficeTools Client portal. This will also cover many aspects of the client portal directly related to document management, paperless offices and best practices when working with electronic files.
  • OfficeTools Things to Keep in Mind with the QuickBooks Sync: OfficeTools has an active integration with your QuickBooks installation, and in this Free Training webinar iteration we cover some common tips and tricks as well as pitfalls to avoid when working between the two systems.
  • Introduction to OfficeTools Workflow: We're stepping back and taking a 30,000 ft. view of how OfficeTools is designed to improve your firm workflows. This webinar will provide in-depth guidance and direction on reviewing and implementing new workflow processes and systems. In addition to mapping out and discussing OfficeTools, we will discuss critical stages of workflow to further help you develop and maintain peak process efficiency.
  • OfficeTools General Tips & Tricks: In this Free Training webinar, learn more about some of the small features inside OfficeTools that can have a big impact on your business, and see why OfficeTools is the most complete practice management software on the market.
  • OfficeTools — Projects, Workflow, & Due-Date Tracking: From project definitions, the assignment of projects, to creating projects are just some of the topics addressed as are workflow management and understanding the difference between sequential versus concurrent workflows.
  • OfficeTools — Ask Us Anything: The floor is yours to drive the conversation. Tune in and get your questions answered by our OfficeTools experts during this Free Training webinar. Send questions in advance to webinars [at] abacusnext.com.
  • OfficeTools — Projects Tips and Tricks: This is an informative class to discuss various tips and tricks you may not know of for the Projects tab. Let’s uncover Workflow Management.
  • OfficeTools — Document Management Service Methods: Get an overview plus insider tips for working with documents inside OfficeTools' Document Management Service, and see how you can better Work as One.
  • OfficeTools — Purpose of 'TO-DOs' in Projects: The most complete practice management software, OfficeTools, helps firms become truly digital. Take your OfficeTools skills to the next level with a dive in to Projects and To-Do's, in this free training webinar.
  • OfficeTools Esignatures: Learn how the hot new Esignature functionality connects to the Documents tab in OfficeTools. IRS compliant and secure, this is your digital signature solution.
  • Maximize Opportunity to Connect with Your Full Contact List in OfficeTools: Custom Contact Reports, Form Letters, Labels, Contact Groups; explore the full CRM capability of OfficeTools to create better connectivity and consistency with your prospects, current clients, and peers.
  • OfficeTools Time & Billing Basics: New to OfficeTools or just want to sharpen your skills? Join us for a free training on the basics of tracking time and billing in this thirty-minute, free training webinar.
  • OfficeTools Client Portal — More Than Just Documents: Come learn about, client check-in, online appointment making, accessing invoices, making payments and more. Your client can be more thoroughly served by implementing a more complete version of the portal. There are also some features to help your remote staff or staff working in the field to track their time accurately and promptly. Expand beyond the obvious and embrace the digital changes.
  • What's New in OfficeTools: It's a new year! Join us for an update on what's new in OfficeTools. This webinar will provide insight into new features, program updates and more development news.
  • What's New in OfficeTools: Join us for an update on what's new in OfficeTools. This webinar will provide insight into new features, program updates and more exciting development news.
  • OfficeTools - Projects Tips and Tricks: This is an informative class to discuss various tips and tricks you may not know of for the Projects tab. Let’s uncover Workflow Management.
  • OfficeTools Esignatures: Check out the hot new feature built in to OfficeTools, and see how the Ssignature functionality connects to the Documents tab. IRS compliant and secure, this is your digital signature solution.
  • OfficeTools QuickBooks Sync: What types of invoices should you use? Have you linked all your codes, clients, and accounts defaults? Let’s make sure to connect all of the QuickBooks dots.
  • An Intro to OfficeTools: Hire a new staff? Need a program refresher? New to OfficeTools? Tune in for the basics in this 20-minute webinar.
  • Moving Projects Through The OfficeTools Workflow: There is a best practice on handling projects and making sure things are not falling through the cracks. Make sure you know what you need to know in order to ensure proper workflow management with this OfficeTools Free Training Thursday webinar.
  • OfficeTools Outlook Sync: Schedule? Check. Contacts? Check. Tasks? Check. Mail? Check. Connect your Outlook to OfficeTools, and see how easily you can stay connected in this Free Training Thursday webinar.
  • OfficeTools Projects Tips and Tricks: This is an informative class to discuss various tips and tricks you may not know of for the Projects tab inside OfficeTools. Let’s uncover some Workflow Management.
  • Esignatures in OfficeTools: Learn how one of the hot new features in OfficeTools, esignature functionality, connects to documents inside your practice management software solution. IRS-compliant and secure, this is your digital signature solution.
  • What's New in OfficeTools: Join us for a free 20-minute webinar to see what's new in OfficeTools. Get insight into new features, program updates and more, with some time at the end for Q&A.
  • DMS Methods in OfficeTools: Drag and Drop, DropFolder, Import, Reindex, and PDF Print Driver. Learn how to use the Document Management System to increase your efficiency with documents, and work as one in OfficeTools.
  • OfficeTools Ask Us Anything: The floor is yours to drive the conversation. Send your questions in advance to webinars@abacusnext.com and tune in to have our experts answer your pressing issues.
  • Adding Time To Existing Invoices: Join us for another Free Training Thursday, and learn more about tracking time inside OfficeTools.
  • OfficeTools - CRM: How to Maximize the Opportunity to Connect with Your Full Contact List.: Custom Contact Reports, Form Letters, Labels, Contact Groups; explore the full CRM capability of OfficeTools to create better connectivity and consistency with your prospects, current clients, and peers.
  • OfficeTools - Using To-Do’s as a Supplement to Project Tracking: This Webinar will show you how to use To-Do’s to make your project tracking more robust and all inclusive. Tune in to see how to maximize efficiency by connecting OfficeTools functions together.
  • Payments In-Depth with OfficeTools and APX: What is APX, and how can it help your firm be more efficient and integrated? Credit memos, debit memos, deposit history and tracking. Let’s talk payments in this iteration of OfficeTools Free Training Thursday webinars.
  • An Introduction to OfficeTools: See what the OfficeTools Practice Management Software is capable of. Powerful CRM, Workflow management, Time and Billing, Document Management, and more, in this free 20-minute webinar.
  • OfficeTools - Project Budgeting: In this webinar we will discuss 2 major trains of thought when it comes to budgeting projects; Staff Budget vs. Project Budget and which will fit your firm better.
  • Introduction to OfficeTools: See what the OfficeTools Practice Management Software is capable of. Powerful CRM, Workflow management, Time and Billing, Document Management, and more.
  • OfficeTools: The Ultimate Practice Management Software: See why accountants love using OfficeTools, taking the best of a traditional office work area and digitizing the most familiarly used aspects, creating a single-screen work space. Manage projects, recapture billing opportunities, eliminate redundant databases and more! Learn how you can Work As One in this free demo.
  • Manage Your Files in OfficeTools with FileCenter: Come join us to learn how FileCenter and OfficeTools are integrated. We will discuss how the integration works and how you will get the most out of this integration. Learn how to capture files via scanning and printing into FileCenter and how to make editing changes to PDF files. In addition, FileCenter will be offering a discount for all OfficeTools users who purchase during the month of June!
  • OfficeTools - Progress Billing: Get a better understanding of one of the more daunting billing styles and how to accomplish Progress Billing in OfficeTools.
  • An Introduction to OfficeTools: See what the OfficeTools Practice Management Software is capable of. Powerful CRM, Workflow management, Time and Billing, Document Management, and more.
  • OfficeTools Key Terms and Definitions: Learn more about key phrases, get a better handle on some of the terminology used inside OfficeTools, and kick start your OT dictionary with this 20-minute free training webinar.
  • OfficeTools — Ask Us Anything: This is your open forum to get questions answered by our OfficeTools experts during this free 20 minute webinar. Send your requests in advance to webinars@abacusnext.com.
  • OfficeTools Outlook Integration: In this 20-minute Free Training Thursday webinar, we will have a discussion on how to get the most out of the sync between Outlook and OfficeTools, and how to avoid some common mistakes in the process.
  • Advanced Project Tracking in OfficeTools: With OfficeTools, tracking due dates is just the beginning. In this free 20 minute webinar, learn how an advanced workflow can take you to the next level.
  • OfficeTools Go-To Billing Reports: To bill or not to bill, that’s an easy question! Learn about the key reports inside OfficeTools to make your billing process easier and get paid faster.
  • OfficeTools: The Ultimate Practice Management Software: See why accountants love using OfficeTools, taking the best of a traditional office work area and digitizing the most familiarly used aspects, creating a single-screen work space. Manage projects, recapture billing opportunities, eliminate redundant databases and more! Learn how you can Work As One in this free demo.
  • Less Paper Using OfficeTools Document Management: You can’t save paper if you don’t have the right tools. A Document Management System ("DMS") is an important step towards running a paperless office. Join us for this free 20 minute webinar to learn how to maximize document management inside OfficeTools.
  • Tracking Time in OfficeTools with Time Cards: Don’t let the pain of time tracking stop you from realizing the work you do! Maximize your time tracking and efficiency inside OfficeTools.
  • Stop ignoring your OfficeTools Activity List: You know who you are — If your OfficeTools Activity List has spiraled out of control, let us help you wrangle it back in with this webinar!
  • Getting Started with Projects in OfficeTools: Projects and workflow are a critical part of your firm. In this free 20 minute webinar, let us show you the best ways to get off the ground and "work as one" inside OfficeTools!
  • Tracking Time with Timers in OfficeTools: Love’em or Hate’em, timers can be a valuable time tracking tool. Learn more about how timers inside OfficeTools can make your time tracking and billing much easier.
  • Online Scheduling with the OfficeTools Client Portal: In this Free Training webinar, learn how you can leverage OfficeTools Client Portal to handle online scheduling and maximize your client services.
  • Secure Document Transfer in OfficeTools: OfficeTools’ Client Portal provides much needed efficiency and ease to an already hectic time of year. During tax season the last thing to worry about is document security, fielding client drop-offs, or trying to scan physical papers into the system and risk losing them. Allow OfficeTools and the Client Portal to streamline your document process by building a secure bridge for you and your clients, to safely transfer documents between you.
  • OfficeTools Tips & Tricks: In this Free Training webinar, learn more about some of the small features inside OfficeTools that can have a big impact on your business, and see why OfficeTools is the most complete practice management software on the market.
  • Esignatures — Every modern accounting firm needs digital signatures: OfficeTools esignature capability allows you to provide this service to your clients directly from the Documents tab. Whether you want to send out your engagements letters for signatures, IRS compliant 8879’s, or even entire tax returns, OfficeTools integration makes it easy.
  • OfficeTools Client Portal — More Than Just Documents: The Client Portal built-in to OfficeTools boosts efficiency by allowing client check-in, online appointment making, accessing invoices, making payments, and more. There are features to help your remote staff to track their time accurately and promptly. And the integration of Abacus Payment Exchange (APX) in the portal means you can accept client payments from all major credit cards, e-checks, trust & operating accounts, and get paid nearly instantaneously!
  • OfficeTools Time & Billing Basics: New to OfficeTools or just want to sharpen your skills? Join us for a free training on the basics of tracking time and billing in this thirty-minute, free training webinar.
  • Should You Move Your OfficeTools to the Cloud?: OfficeTools plus your own private cloud equals peace of mind and even more freedom and flexibility to run your practice exactly how, when, and where you want! Join us for a quick webinar about moving OfficeTools into the Abacus Private Cloud.
  • Ways to Achieve Workflow Zen in OfficeTools: In this free training webinar, learn how to achieve effortless practice management so you can get back to increasing your billable hours!
  • Online Scheduling with the OfficeTools Client Portal: In this free webinar, learn how you can take advantage of your OfficeTools Client Portal! Watch how it allows for your clients to book a time to meet with your staff according to their availability, update their own contact information, and more. See how it simplifies your work!
  • OfficeTools Demo — Your Digital Firm: Learn why OfficeTools is the leading provider of practice management software for firms in the tax preparation and public accounting industry. OfficeTools combines a suite of core productivity and management features into an integrated solution, operated from a single-screen user interface.
  • Tips & Tricks for Billing in OfficeTools: In this half hour Free Training Friday webinar, maximize your billing opportunities and streamline your billing workflow with these neat tips!
  • Manage Your Files in OfficeTools with FileCenter: Come join us to learn how FileCenter and OfficeTools are integrated. We will discuss how the integration works and how you will get the most out of this integration. Learn how to capture files via scanning and printing into FileCenter and how to make editing changes to PDF files. FileCenter will be offering a discount for all OfficeTools users who purchase during the month of December!
  • Tips & Tricks for Using Projects: Join us for this 30 minute training to discuss not only best practices but the best ways to use Projects in OfficeTools.
  • Advanced Project Tracking: Who? What? Where? WHEN?! Projects are critical to successful workflow, join us for a 30 minute training to learn how to fine tune yours.
  • OfficeTools Demo - The Ultimate Practice Management Software: See why accountants love using OfficeTools, taking the best of a traditional office work area and digitizing the most familiarly used aspects, creating a single-screen work space. Manage projects, recapture billing opportunities, eliminate redundant databases and more!
  • Save Trees! How to Use Document Management in OfficeTools: Going from paper to a fully digital office may seem challenging, so let's get you on track in this quick, 30 minute Free Training Friday webinar
  • Stop Ignoring Your Activity List in OfficeTools: Drowning in your activities? Let's tame your activity list- join us for a 30 minute training to learn more about managing your reminders.
  • What's New in the Latest Version of OfficeTools: Join us for a quick overview of all the exciting new features and updates in the latest version of OfficeTools. Among them, a Crescendo integration, an installer to move to Abacus Private Cloud, and more!
  • Go-To Billing Reports in OfficeTools: To bill or not to bill? That is the question! Join us to discuss the reports you need to make informed billing decisions in this 30 minute free training webinar.
  • Tips and Tricks You Need to Know in OfficeTools: Let's talk about all the features and functions of OfficeTools you didn’t know about in a free 30 minute session that will save you hours of time down the road!
  • Essential Training for New OfficeTools Users - Part 2: New to OfficeTools? Let's talk best practices… part 2! After this 30 minute, Free Training Friday webinar, you'll become better acquainted with your favorite new firm management tool and optimize your workflow.
  • Essential Training for New OfficeTools Users - Part 1: New to OfficeTools? Before you budget your projects or create your progress bills, let's cover the basics in this 30 minute Free Training Friday webinar.