Part 1: Getting Started and learning your way around. The Home screen. Adding a task, note, and appointment. How to access Help (~14 minutes)

Part 2: Contacts and Clients. Using the Note, Task, or Work Flow Libraries to more efficiently manage your practice. (~19 minutes)

Part 3: Groups, Mail Merges and Reports (~16 minutes)

Part 4: Document Management, Archiving Email and Synchronizing with Outlook. (~15 minutes)

Request Recorded Tutorial

Every user of Advantage has their own Home screen that reminds them of upcoming appointments and tasks, as well as documents that are awaiting their review. Every user may also set their own options for how Advantage will behave for them. (10 minutes)

Request Recorded Tutorial

Adding a single contact using the Add a Contact dialog. An explanation of basic contact data. (~13 minutes)

Request Recorded Tutorial

Adding a family of contacts using the Contact Wizard. Using contact data to create envelopes and mail merges. (11 minutes) 

Request Recorded Tutorial

Importing a batch of contacts from a spreadsheet. (~13 minutes)

Request Recorded Tutorial

Adding an appointment and reviewing the appointment fields (first 5 minutes of tutorial).
Discussing calendar views and calendar options. Adding holidays to the calendar. (remaining 20 minutes of tutorial)

Request Recorded Tutorial

How to add a Task, Note or Workflow to the Library and why. How to assign a Task, Note or Workflow to the Library. (~11 minutes) 

Request Recorded Tutorial

This tutorial includes a copy of the database WorkflowSampleData.mdb, which is discussed in the 05-01 tutorial on the workflow library.  After the file is downloaded, listen to the tutorial, which will explain how to use the workflows in the WorkflowSampleData.mdb database file. 

This tutorial is of interest ONLY to those who began using ProTracker prior to June, 2006. If you began using ProTracker Advantage after June 2006, then you already have these workflows in your database.  (11 minutes) 

Request Recorded Tutorial

Part 1 of this 2-part tutorial shows adding a tax-deferred asset for a client and calculating RMD for the asset using Advantage's RMD Calculator. Entering a withdrawal for the asset is also shown. (8 minutes)

Request Recorded Tutorial

Part 2 of this 2-part tutorial takes a global look at RMD for all clients who are required to take distributions. The RMD Wizard is taught, as well as using the Global RMD screen. The overview of RMD in the Help file is referenced for more information on RMD.  (8 minutes)

Request Recorded Tutorial

Learn the types of groups and how to create each type. Learn to use keywords to define a dynamic group's criteria. Two Holiday Card groups are created. (~28 minutes) 

Request Recorded Tutorial

In this tutorial, a dynamic group is created and used to do a Merge to Word. The merged document is saved to Document Management and a record of the communications is saved and linked to the merged document. Touch Option groups are discussed. Labels are created using Word. (~16 minutes)

Request Recorded Tutorial

Where Merge to Word may be accessed in Advantage. Where to store your templates to access from various Advantage screens and by all Advantage users. (~16 minutes)

Request Recorded Tutorial

Use your choice of one static group or two dynamic groups to create and maintain your holiday card recipient list. Using the list, create sheet labels or custom envelopes. (~18 minutes)

Request Recorded Tutorial

Learn how to set up document management and access your client, contact and group documents in Advantage using Document Explorer. Scanning and linking documents are covered as is finding documents and linking documents to Estate Planning, Insurance, and Asset records. (~19 minutes)

Request Recorded Tutorial

Learn how to archive email messages from Outlook to Advantage for all contacts whose email address entered in Advantage on the Contact Profile matches the email address in an Outlook message. Learn how to view a contact's email messages from within Advantage. (15 minutes) 

Request Recorded Tutorial

Learn how to create and edit custom reports using the report builder. (~22 minutes)

Request Recorded Tutorial

Learn how to create custom reports of your data by filtering, sorting, and formatting Advantage's many list views. (~11 minutes)

Request Recorded Tutorial

This tutorial gives a high-level view of the Projects feature, a powerful tool for organizing the work that you perform for your Clients. (~4 minutes)

Request Recorded Tutorial

Projects are containers for the tasks, appointments, notes, plans, time tracking, and billing information associated with the work that you perform for a client. Learn to create and use a project to organize the work that you do. (~14 minutes)

Request Recorded Tutorial

Learn to create a project with a fee estimate as part of your proposal to a prospective client. Use your existing workflow processes to easily create an estimate of the time and fee required to perform the proposed work. (~17 minutes)

Request Recorded Tutorial

Create a financial plan for a client  by customizing boilerplate text from a reusable financial plan template. (~11 minutes)

Request Recorded Tutorial

Create an action plan for tasks that your client should perform. (~8 minutes)

Request Recorded Tutorial

Learn how to monitor the progress your firm is making on the various projects currently underway. (~10 minutes)

Request Recorded Tutorial

Learn to track the time you spend preparing plans for your clients. (~9 minutes)

Request Recorded Tutorial

Laser App is form-filling software that may be accessed from an Advantage Client or Contact profile. A standard Laser App form (any of hundreds that may be downloaded by Laser App) may be populated with client or contact information from the Advantage database. (~3 minutes) 

Request Recorded Tutorial

Worldox is a paperless digital document management software system that may be accessed from within ProTracker Advantage using Trumpet Software's Virtuoso. This tutorial demonstrates the interface (5 minutes)

Request Recorded Tutorial

Learn how to keep track of your prospects and monitor their progress toward becoming clients. Set up marketing campaigns, view conversion rates and referrals lists, and produce a prioritized report of active prospects. (16 minutes)

Request Recorded Tutorial

If the standard courses don't seem to meet your needs, contact Customer Support to design one or more hour-long web casts on a topic or topics of your choosing. ($100/hour, one hour minimum)

Schedule for 99: Custom