Basic Intro to TPS – FREE – 2pm Eastern Std Time
Price: $.00

Designed to be an introduction to On-Premise TPS for new users (navigation of client section, entering time, posting to wip, generating a bill, printing it and applying a payment). Held alternating Wednesdays.

Implementation Training – FREE – 2pm Eastern Std Time
Price: $.00

The TPS Implementation training focuses on the set up of a new On-Premise TPS system using the TPS Implemenation Guide as a reference for the training.  Held every Wednesday.

Admin Overview – 2pm Eastern Std Time
Price: $.00

Designed for managerial staff, this session covers the workcode structure, employee information, entering payments, detaching/attaching prepayments, navigating client Inquiry screens, Finance Charge Utility, Collection Letter Utility in On-Premise TPS.

Billing – 2pm Eastern Std Time
Price: $.00

Designed for employees who will be billing in On-Premise TPS.  This session covers Quick Bill, Detail Bill, Progress Bill, Automatic Bill, Invoice Batch, Unbill/Rebill, Overview of Invoice Templates

Word/Excel Training – 2pm Eastern Std Time
Price: $.00

Word/Excel Training reviews Creating Templates, Report Export to Excel & Word, Mass Mailing Letters, and Engagement Letters in On-Premise TPS.

Admin Reports – 2pm Eastern Std Time
Price: $.00

Admin Reports covers the core reports, in the On-Premise TPS Program, needed to run an accounting practice: Time reports for payroll, WIP reports for Billing, AR, Cash, Mailing lists, and Custom Report Wizard.

Management Reports – 2pm Eastern Std Time
Price: $.00

Management Reports covers the reports in On-Premise TPS that can help you analyze the strengths and weaknesses of your practice:  Who are the profitable clients, who are your efficient employees?


Due Dates – 2pm Eastern Std Time
Price: $.00

TPS Due Dates training provides an overview of how you can track what work is coming due for the firm and the steps required to implement this portion of the program in On-Premise TPS.

Month End/Year End Procedure & Reports-2pm Eastern Std Time
Price: $.00

This course outlines what tasks should be completed before closing a period/year end, what reports are important to run, why it is important to close periods and fiscal years, and how to create your next fiscal year in the On-Premise TPS program.

Get the most out of TPS Software!

A series of web-based, real-time training sessions are offered to our clients.

The sessions are made of several different courses laid out as “types”. Within each type we’ve set up different days and times to make it convenient for you to choose when you or your staff are available.

The training is held by way of a web site that you log in to, and at the same time a telephone conference call where the instructor interacts with the participants.

To maximize the benefit of the courses, we have limited the class size to 10. When the limit has been reached, that specific time/day session will be removed from the list.

Each course is $30 – take as many or as few as you wish in what ever order you chose.

We are committed to making these courses are of value to you.