If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it?   Read More...


Spotlight: Matter Manager

November 2018    Tags: , ,
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Do you use Matter Manager? Matter Manager presents client and contact information in one easy-to-read window. Emails, phone calls, client notes, documents, and more are organized so that you can see exactly what has been done for the matter and when.   Read More...


Kurent, the new cloud billing product from Tabs3, provides solos and small firms an easy way to track time, create and send invoices, manage trust accounts, and receive payments – on any device. Combining the features that solo and small firms need with the convenience of the cloud, Kurent was created with the same quality and trusted service you expect from Tabs3.   Read More...


Did you know that you can see who is currently logged into the software?   Read More...


Spotlight: Writing Off a Client

August 2018    Tags: ,
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Did you know that you can write off all or a portion of a client's accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records.   Read More...


Spotlight: History Tracking

July 2018    Tags:
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When is the last time you reviewed the fields set up for history tracking in PracticeMaster? History tracking is an optional feature that can be used to maintain a detailed audit trail of all additions and changes to specific fields in a file.   Read More...


With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients.   Read More...


Spotlight: Report Suites Save Time

May 2018    Tags: ,
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Creating report definitions for each of the reports your firm runs can help save considerable time, and taking advantage of Report Suites in Tabs3 saves even more time. When your firm prints the same set of reports every year, quarter, month, week, or semi-regularly, report suites offer a one-step option to printing out a predefined set of reports using the report definitions you already have set up.   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing many reports. Additionally, drilldown is available in entry lists, Tabs3 Client Manager, PracticeMaster Matter Manager, and the Tabs3 Recap of Hours program.   Read More...


Do you have multiple APS checks and/or GLS journal entries that need to be entered each month? Use recurring entries instead of manually entering them every time!   Read More...


Spotlight: Calendar Reports

February 2018    Tags: , ,
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Did you know that there are multiple calendar reports that can be printed in PracticeMaster? Different reports provide different ways to view your calendar entries and print them.   Read More...


Spotlight: PracticeMaster Alarms

January 2018    Tags: , ,
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While you are more than likely using alarms on your calendar records, you may not be aware of the scope of how alarms can be set and snoozed.   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


When working in General Ledger Software (GLS), your accounts do not typically change much once they have been established. Because of this, it’s easy to forget the ins and outs of making changes to the chart of accounts.   Read More...


Spotlight: SnapShot

October 2017    Tags: , ,
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Do you want a way to scroll through each file and quickly see the key contents of each record? The SnapShot provides a concise picture of the data contained in individual records using an easy to view format in a single location.   Read More...


Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more.   Read More...


Spotlight: Statement Templates

August 2017    Tags: ,
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Did you know that you can customize your Statement Templates to define how fees, costs, and payments are displayed on your statement and to determine whether billing history, transaction recaps, and more are included?   Read More...


When setting up the software for the first time, the Key Type defaults to Numeric with 2 Decimal Places. However, some firms prefer to include letters in the Client ID or require additional decimal places. Both the Key Type and Decimal Places can be changed after the initial setup is complete, but there are a few things to keep in mind when considering making a change.   Read More...


When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings (Search | Search Settings) provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search.   Read More...


Do you want a way to streamline trust payments to Tabs3 Billing? Trust Accounting Software (TAS) provides the ability to automatically draw funds from a trust account when final statements are generated in Tabs3.   Read More...