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Month: January 2019


Tax time is stressful for everyone, but especially for businesses. We just helped make tax time easier with our newest feature in Version 19.   Read More...


Did you know that you can customize the email templates used to email statements from Tabs3? Not only can you customize your own email templates, but we also provide four sample templates to help you get started.   Read More...


What if you had a place in Tabs3 and PracticeMaster that allowed you to add icons for your choice of features in the software, and to also have the option of putting them into groups? In Version 19, you can!   Read More...


How can you decide when Platinum is right for you? There are several questions you can ask to help determine when it is time for your firm to upgrade to Tabs3 and PracticeMaster Platinum.   Read More...


Sometimes I need to email several documents from the Document Store in PracticeMaster to someone. Is there an easy way to add multiple managed documents to an email?   Read More...


Wondering what all the fuss is over the new look of Version 19, but don’t have time to read up on it? It takes less than two minutes to watch it in action.   Read More...


Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records.   Read More...


When I receive a single payment to apply toward multiple matters for a client, is there an easy way to apply it to each of the matters all at once?   Read More...


I noticed while printing statements that there is no header for the amount column. Is there any way to add a header for the amount?   Read More...


We frequently use the Alarm setting on our Calendar entries. If I have a task in the Calendar that is to be attended by two other colleagues, and one of us clears the alarm, does that also clear the alarm for the other users?   Read More...


We use a lot of custom forms and we just hit the limit for the number of fields we can add to the Client file. Is there any way to increase this limit?   Read More...


We have a few bank and credit card accounts that are very active, and it takes longer than we want to complete our monthly reconciliation. Is there a way that we can streamline this process to make it any quicker?   Read More...


I’m getting ready to close out my books for the year. Is there a function I need to run in the General Ledger Software to advance the current year?   Read More...


Invoices are occasionally entered for old vendors that aren’t used anymore, and we don’t always catch the mistake in time. Is there an alternative to deleting old vendors? We need to keep the vendors’ history.   Read More...


I need to print a check, but I want to use a date other than today. How can I accomplish this?   Read More...


Our firm just ordered new checks. Before I print a batch of checks, is there a way to make sure that printing will line up properly on our new checks?   Read More...


I want to make a year-end backup of my data. I found the backup within the software, but I’m uncertain as to what exactly is being backed up and where. Is this backup sufficient for my needs?   Read More...