What Are Backups Worth?

What are Backups Worth? Too often backups are set only to safeguard documents and other front-of-mind items while critical off stage files are neglected. Remember to backup TheFormTool folder, where your Answers, Master Lists, Folios, and Sets are stored. Oftentimes the Answer folder itself is worth more than its weight in bitcoins, with thousands of…

Our Most-Requested Feature is (Finally!) Here

The single most-requested feature over the years has been Conditional Questions, where the interview changes the questions it asks based on the answers already received. The simplest examples are status (corporation, LLC, partnership, proprietor), goal (diagnosis, merger, estate plan, loan), and location (jurisdiction, tax, climate), but there are literally thousands of others. The objective is…

Microsoft Word bug in September 2022 update cripples the Sets function

Microsoft’s Word update Version 2208 (Build 15601.20088) released on August 31 contains at least one major bug that interrupts high-speed repetitive functions, specifically including the Sets feature in our programs along with some native Word features. Microsoft is aware of the issue; it is already fielding complaints from others of its customers. THERE IS AN…

The Knowledge Base

Our Knowledge Base offers more than 600 subject-specific articles and videos. They are keyword searchable (pronouns or conditions or divorce or Salesforce or thousands of others) and are also organized into six different formally organized courses. Our total training environment ranges from one page cheat sheets to 200 page manuals or anywhere in between, videos from…

Two Free Tools for Improved Creativity

The development of new ideas can be spontaneous, unbidden, disorganized and random; or, disciplined, focused, logical and specific. “Too many” ideas can create a burden for the brilliant among us by interfering with their more mundane but necessary thought processes and cluttering their mental attics. The majority of us suffer from the opposite. We need…