Onboarding and Training


Overview Videos

Video tutorials are available for every tool and feature in TPS Software. To help you get started quickly, this page features a few core “overview” videos, frequently asked questions, and other resources to help optimize your practice.

TPS On-Premise Overview

TPS On-Premise Features

Free Training Webinars

We offer two free webinars on Wednesdays to help new clients set up their On-Premise TPS and new employees understand the basic flow of our time and billing.

WebinarScheduleDescriptionExamples of Topics Covered
Basic Intro to TPS1st and 3rd Wednesday of each month at 2:00 PM Eastern TimeDesigned for new users of TPS, this session gives a brief overview of the flow of data in TPSEntering time, posting to WIP, creating a bill, printing it, and applying payment.
Implementation Training2nd and 4th Wednesday of each month at 2:00 PM Eastern TimeDesigned for new clients of TPS, this session walks you through the necessary steps to set up the database so that you may start using TPS.Entering employees, work codes, clients, opening balances, and firm information.

More Detailed Videos

TPS On-Premise Mobile

Billing Overview

U.S. Practice Management

Canada Practice Management

Email Invoice + Statement Batch

Mass Mailing Letters

Active Support Plans

TPS Practice Management On-Premise offers an annual support plan that is not obligatory. Clients who choose to participate in an active support plan are given access to the latest program updates as they are made available as well as access to our expert support group via email or phone. The support team works on maintaining a response time of less than 1 hour.

Training Videos for Active Support Plans

Dive deeper into TPS Software with in-depth Training Videos on each section of the program.

TopicNumber of Videos
Admin Overview6
Month-End / Year-End Closing5
Word & Excel6
Admin Reports5
Management Reports4
Due Dates/Work Flow4