Advantage Conference

Attend the Advantage Conference and be the first to learn about the new Client Relationship Management (CRM) tools being released in Sapphire and provide your input and feedback!  Our robust CRM features won’t disappoint.  Learn more about the conference on our Users Portal or sign up today using this link:  http://register.tascusersgroup.com.

Looking for management and other crucial decision-making information? Advantage delivers!

 Advantage includes over 1,000 report variations that provide valuable information as a by-product of the data you process every day, in every agency discipline.  In addition to standard reports, our Report Writer includes unique datasets of commonly requested information so that you can even write your own reports!  And you don’t have to be a programmer to use the Advantage Report Writer.  Create simple lists and exports using our Dynamic Report Writer, and create more complex reports using the Advanced Report Writer.   Contact us for more information at www.gotoadvantage.com.

2013 Advantage Conference

The 2013 Advantage Conference registration is now open. Register now and take advantage of the Early Bird Discount! Filled with sessions, speakers, and content focused on helping you optimize operations and maximize the benefits of blue and blue Sapphire, The 2013 Advantage Conference is another must-attend event! And we're returning to the Loews Portofino Bay Hotel at Universal Orlando!

The 2013 Advantage Conference Guide outlines the conference content and provides an attendance guide for each session. You’ll see a great mix of training, best practices, new product introductions, speakers, and networking sessions.

You may Register for the Conference and Make Your Hotel Reservations now!

Webvantage Project Viewpoint – You need this project management tool!

Want and need an instant and automatic view of all your Projects widget-style? 

Project due dates, status, hours, and costs are clear and available in a single workspace object.   Simply hover to see total open tasks and assignments or drill down to all project components and details. 

Learn how Project Viewpoint and other great tools available in Webvantage can simplify and expedite the work you do by contacting us atwww.gotoadvantage.com!

Where are the 1099 User Guide and Year End Guide?

While we emailed out our two guides related to Year End closing and procedures including the 1099 Reporting User’s Guide and the Year End Closing User’s Guide, you can also find these guides on our User’s Portal within the training/implementation page and then the Users Guides tab shown below (Advantage section at the bottom).  With over ninety guides and procedures on the Advantage User’s Portal, it’s a great resource.  Everything from Invoice Printing, Billing Rates and Flags, to Trade for Goods & Services Special Procedure and how to handle Freelancers has information available.  Coming soon to a website near you is a new, improved User’s Portal!

Does your Agency Management Software integrate with your bank and credit card company for seamless payment processing and other benefits?  Advantage does. Learn about the Advantage Payment Manager program’s electronic payment options, and how the Advantage partnership with CSI Virtual Mastercard can result in cash rewards!  Contact us at www.gotoadvantage.com.  Check out the Partners page for more information on CSI Virtual Mastercard.

PTO

Advantage Software tracks all  your time including paid time off (PTO) with ease and accuracy.  Advantage allows you to create your own rules for accruing PTO by level and for various types of time.  Time accrues automatically each month through a service, allowing you to set it and forget it! You gain efficiency and you always have an accurate view of employee availability for the entire agency.  Contact us at www.gotoadvantage.com to learn how your agency can take advantage of these great features, and more!