Onboarding and Training
On-Premise
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.
| Webinar | Schedule | Description | Examples of Topics Covered |
|---|---|---|---|
| Basic Intro to TPS | 1st and 3rd Wednesday of each month at 2:00 PM Eastern Time | Designed for new users of TPS, this session gives a brief overview of the flow of data in TPS | Entering time, posting to WIP, creating a bill, printing it, and applying payment. |
| Implementation Training | 2nd and 4th Wednesday of each month at 2:00 PM Eastern Time | Designed 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.
| Topic | Number of Videos |
|---|---|
| Billing | 7 |
| Admin Overview | 6 |
| Month-End / Year-End Closing | 5 |
| Word & Excel | 6 |
| Admin Reports | 5 |
| Management Reports | 4 |
| Due Dates/Work Flow | 4 |