Software Updates Updates are made frequently. For brevity, we've omitted the more technical updates below.
12/18/2025
Mass Email CE Transcripts
We added a new feature to the Continuing Education module that allows mass-emailing of CE Transcripts.
Simply go into 'Work with CEs' and filter on the records you'd like to send. Then click the 'Generate' drop-down menu in the upper right corner. Select 'Email Transcripts' and follow the prompts that you'll recognize from emailing individual transcripts.
The emailing process runs as a background task. So you can queue it up and then work on other tasks.
06/13/2025
Empower Company-Based Members to Update Their Own Information
Our clients occasionally ask, “What are other organizations doing that we should consider?”
Our latest answer: Company Profiles—a powerful, custom-developed feature that allows company-based memberships to update their company-wide information, anytime.
You determine who has access to make updates. You determine what information may be updated. We build an easy-to-use form that empowers them to do it all in a single place.
It's a game changer!
Please call or text Kaylee or Pat at (614) 451-5010 to learn more.
Click HERE to learn more about how it has impacted one association >
05/21/2025
View Invoice > View G/L Details Faster
We recently discovered that the 'View G/L Details' function, when viewing an invoice, was taking a long time to display. So we researched this issue and resolved it. When selected, you should now see the G/L Details information much faster than before.
Upcoming Events
May 25, 2026
Memorial Day - Office Closed
Office closed in observance of Memorial Day.
July 3, 2026
Independence Day - Office Closed
Office closed in observance of Independence Day.
September 7, 2026
Labor Day - Office Closed
Office closed in observance of Labor Day.





