ONBOARDING AND TRAINING

Most of the conversions are done in a few simple steps to ensure minimal disruption to your firm. You have a practice to run. Each step may take a day or two but they will work with your team to ensure as smooth a transition as possible.

No problem, you will be able to reset your password by going to the manage your account page and clicking on Forgot Password

Yes, we offer a data conversion service that will convert your On-Premise TPS data to a TPS Cloud Axis database. This process will convert your clients, employees, work codes, WIP, AR and History. 

If you would like more information regarding the options and fees for our data conversion services, please email us at axis_conversions@tpssoftware.com

Absolutely, TPS Cloud Axis allows you to import your Clients and Work codes using the MS Excel templates provided with the columns and format required for the import.

Built into the program are short, fun instructional videos to help you and your staff become comfortable with TPS Cloud Axis – compared to older manual or help screens, this video approach makes learning simple and fun. For more in-depth assistance, one of our capable support people can help you. Depending on your subscription this will include access to them through our forum, email or directly by telephone.

Yes, you are correct. Our Help Group felt creating an individualized, easy to follow, short video embedded right where you would be needing help was a more effective learning tool.

Yes, you do not need to start from scratch with TPS Cloud Axis – included is a library of Invoices, Statements, and Common Letters in an MS Word format that are simple to edit and customize to meet your firm’s needs.

Yes, in the Ultimate Version of TPS Cloud Axis a firm can create any number of offices and assign clients to each. The views and reports respect the Current Office selected to ensure only relevant clients are displayed.