Recent Articles

eFiling With ServeManager

Learn how to eFile directly from your ServeManager account.

ProSeries Webinar: eFiling

Watch the efiling ProSeries to learn how to eFile directly from your ServeManager account.

Server Pay Improvements

ServeManager's newest improvements to the Server Pay feature!

New API Functions

You can now generate your own API keys, for each integration you are using with ServeManager.

ServeManager Order Forms

ServeManager's new order forms bring integrations to users ServeNow profiles and their ServeManager accounts.

New Feature: Email & Sharing

Job updates can be emailed to a custom email address alongside regular company contact.

New Feature: Sharing Individual Uploads

A long-awaited feature has finally arrived! You can now control the visibility of individual uploads within ServeManager.

Bulk Statements

Create multiple statements for multiple companies with just the click of a button!

New Bulk Invoice Actions

New accounting features help users mass email and/or issue invoices from multiple jobs at once.

New Feature: Bulk Email Invoices

Our newest accounting feature gives users the ability to email multiple invoices at once.

View & Search Payments

The Payments tab now returns a detailed list of payments for invoices and statements. See who applied a payment, filter the list, or search by the payment description (e.g. check number).

DSOP New Feature: Service Rejection with Written Explanation

Recipients of a Digital Service of Process can now reject the serve and provide a written explanation for the rejection.

Updates to ServeManager’s Interface

We're updating the interface to make things more consistent and user-friendly. Learn more and preview screenshots of the updates.

Digital Service of Process (eService) Updates

Released in June, ServeManager’s eService feature has had many updates one of which is the naming transition from eService to Digital Service of Process (DSOP).

Attempt Specific Uploads

We're at it again! ServeManager's newest update now allows you to upload files while recording attempts. This new feature helps manage your uploaded files while adding clarity for your clients.


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