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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 to 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

Billing Overview

U.S Practice Management

Canada Practice Management

Email Invoice + Statement Batch

Mass Mailing Letter

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

MORE RESOURCES

Frequently Asked Questions

What does TPS support maintenance agreement include?

Support provides virtually unlimited access to our knowledgeable support staff. All calls are handled on a first-come, first-served basis. During slow times our response will generally be immediate with a maximum of 1 hour. During peak support times, we have never exceeded 24 hours.TPS Customers have access to email support and to use the toll-free technical support line for the Licensed Program. Customers are entitled to a maximum of 100 calls per year. Telephone support is available from 8:30 a.m. to 7:30 p.m. Eastern Time, Monday to Friday (exclusive of holidays). 

The maintenance agreement includes all program fixes, updates, changes and enhancements via Internet download. Additionally, it provides access to online training videos.

 

Does TPS provide a scheduling feature?

Indeed, TPS provides a Due Date scheduling function which allows you to manage your workflow process. In addition, it also provides a direct link to MS Outlook’s scheduling feature.

Will TPS work for larger firms?

Yes, as a TPS customer, you are entitled to a free upgrade to our SQL version of TPS, the program is exactly the same, however it works with a SQL back end (database) which is recommended for larger databases.

Could TPS handle a Multi-office firm?

Certainly, TPS Multi-Office database is designed for firms with multiple locations or multiple companies where it is important to maintain separate reports but allow for simple consolidation. The setup is similar to regular TPS with the exception that each client and employee must be assigned to their respective office.

Contact Support

Didn't find what you need? Reach out to our friendly and helpful support team

You can also call our toll-free support number: 1-888-877-2231



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