April 2025
April 2025
Our Stratus platform continues to expand, bringing enhanced speed, accessibility, and new features to our clients.
We’re excited for what’s ahead and can’t wait for you to experience the full power of Stratus!
At TriTech Software, we understand how critical continued access to historical data is for your organization. Our Client Success team is ready to assist you in migrating 2023 and 2024 tax years for Premium and FormsPlus into Stratus.
Self-Hosted Clients
You have full control over your data, and all historical records can be printed to PDF or exported from your databases. Additionally, we are preparing a white paper and help guide outlining best practices and alternative options for storing past years’ application data.
Hosted Clients
Your historical data will remain accessible even after your migration from our hosted environment (Citrix) to Stratus. After your official migration, you will continue to have real-time access to your hosted environment for an initial transition period of approximately six months. Following that, your data will be moved to “cool storage,” allowing retrieval within 24 hours upon request, ensuring long-term accessibility.
We are still finalizing some details, but rest assured, we are here to support you every step of the way. Our goal is to provide a seamless transition while ensuring you have the resources needed for premium tax compliance. If you have any questions, please reach out—we’re happy to help!
We are excited to be working with all our TriTech clients to help convert you to Stratus. We would like to introduce you to our new client success team: Cynthia Stump-Cawthorn, Hanna Haobsh, Magy Khalifa, and Darien Williams. Their goal is to help make your move to Stratus as easy as possible.
They will be reaching out to all of our clients to have you verify the account, company and user information that you would like us to build in Stratus. Once your MSA has been signed, we will be able to activate your users and allow you to begin dual platforming.
In addition to Stratus, they are also acting as your support team for the existing Hosting platform. If you have any question about the migration process, please email us at stratussupport@tritechsoft.com.
Here at TriTech, we are excited about our future with TriTech Stratus! As this transition moves forward, we are committed to keeping you informed each step of the way. As it relates to our software sales renewals and licensing, here are a few details we want to share with you.
While we recognize change can be challenging, we are very excited about the potential in TriTech Stratus to improve your premium tax experience for years to come. We appreciate all of you very much and ready to serve in any way we can.
Starting in 2023, TriTech began the process of working with our clients to transition over to our new Software MSA. This new MSA combines and replaces our prior Software LA, Hosting Agreement and Allocator Agreements, in preparation for our move to Stratus. We are excited to announce that, to date, over 50% of our existing clients have moved to the new Software MSA, making them eligible to begin the conversion process to Stratus. For those clients that have not signed the Software MSA, we look forward to getting this new MSA signed. For clients that are currently using Allocator, please be aware that we do need to get this contract signed prior to June due to the sunsetting of the product on its legacy platform. While the final date for Allocator On-Prem is rapidly approaching, we are here to work with you to help get the contractual process completed. If you have any questions, please reach out to TriTech Legal at legal-team@tritechsoft.com.
Our Client Success Associates are the problem-solvers and navigators behind seamless client transitions. From guiding migrations to troubleshooting software and hosting needs, they ensure every client feels confident and supported. Whether it’s resetting passwords, managing company access, or inputting key client data, they keep Stratus running smoothly. Get to know the team!
"I have a spreadsheet for everything-even vacations! I live the mindset of if you fail to plan you plan to fail. Besides, there is something deeply gratifying about seeing all of the pretty colors. A well-organized, color-coded spreadsheet just makes everything feel a little more manageable (and a lot more fun!)."
"I’ve become the go-to person for finding solutions—no matter how many come my way. During peak times like tax season, the requests pile up, but I thrive under pressure and see the challenge as part of the fun. Multitasking is my specialty, and I’m always happy to tackle whatever comes next!"
"I believe in finding the most efficient way to get things done, which is why I always strive to work smarter, not harder. With my background in accounting and finance, along with years of experience in the shipping and logistics industry, I’ve learned how to streamline processes and make complex tasks more manageable. At the end of the day, it’s all about working together, staying organized, and making every effort count!"
"I have the best work playlist because it strikes the perfect balance between energizing beats and focus-enhancing tunes, making it easy to stay motivated without distractions. Each track is carefully chosen to boost productivity while keeping the vibe upbeat and engaging. Plus, the variety of genres keeps things fresh, ensuring that no matter the task, my playlist always has the right sound for the job."
Our client service representatives are the friendly faces behind our exceptional client experiences. They go above and beyond to ensure our clients’ needs aren’t just met—but exceeded—every step of the way. Their skills, personalities, and quirks make them a dynamic team, both in and out of the office. This year, we’re showcasing their unique strengths with a fun twist from “Most Likely to Close a Deal on Vacation” to “Most Likely to Have a Spreadsheet for Everything,” get to know the team in a whole new way!
“I've been with TriTech for over 25 years, so I know what our software clients need—and I don’t like to keep them waiting. I’m a bit of a night owl, so if you get an email from me at 2 AM, don’t be surprised! While work-life balance matters to me, I really appreciate a clean inbox and like to stay on top of things. There’s just something satisfying about making sure every client gets the answers they need, no matter the hour.”
"I LOVE list and having a spreadsheet makes it so much easier to stay organized with life. Groceries, to do list, client list, kid’s schedules, you name it, and I have a spreadsheet for it! I definitely would not be able to keep up without my spreadsheets."
"I’ve built such strong relationships with my clients that referrals happen naturally. My clients trust me that they often refer me without me even having to ask—it’s all about creating that lasting impression. By consistently delivering exceptional service and genuinely caring about their needs, I’ve fostered a level of confidence that keeps my clients coming back and recommending me to others."
"I have a knack for thinking on my feet and keeping the conversation engaging. Whether it’s breaking the ice or turning a potential objection into a moment of humor, I always find ways to inject witty and memorable lines that leave a lasting impression. I know how to balance professionalism with a touch of humor, making sales calls more enjoyable and building rapport quickly with clients."
Join us in Frisco, Texas for our annual Advisory Conference! This three-day event brings together industry professionals for insightful discussions on state tax topics, upcoming Stratus software enhancements, and key legislative updates. Engage in dynamic roundtable forums, hear from expert guest speakers, and get an exclusive preview of what’s ahead for next year’s software. Visit our Advisory website for full details and registration. We look forward to seeing you there!
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