We recently made two new improvements to the Tabs3 Matter Manager feature!
Update to Version 20.3.6 or later to get these great new additions!
Accepting and managing credit card and eCheck payments from your clients has never been easier!
Starting in Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay, making the process of entering payments, client funds deposits, and trust deposits both easy and secure.
Watch this five-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos while in the software by selecting Help | Training Videos.
Beginning with Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay for electronic processing of payments, client funds deposits, and trust deposits. LawPay supports both credit and debit cards in Tabs3 Billing and TAS, as well as electronic fund transfers (eChecks) from checking or savings accounts in Tabs3 Billing.
Tabs3 Billing allows you to manage the client’s payment methods from either the LawPay tab of the Client file or from the Payment/Client Funds Entry windows. TAS allows you to manage your LawPay payment methods from the Trust Transaction Entry window. You can add or remove payment methods as well as update the email address for each payment method. When an email address is present, the client will automatically be emailed a receipt each time that payment method is used.
Once you have enabled LawPay in Tabs3 Billing, you can include a LawPay payment link in the statements you email to your clients. This allows clients to pay their statement with a credit card or eCheck without anyone at the firm handling sensitive payment information. Once a client has paid their bill via LawPay, you can import the payment into Tabs3 via the Import Online Payments program (Maintenance | Integration | Import Online Payments). See Knowledge Base Article R11767, “Using the Tabs3 Payment Link,” for more information regarding setting up payment links and importing payments. For more information on LawPay integration, see Knowledge Base Articles R11828, “LawPay Integration Frequently Asked Questions,” and R11826, “Configuring LawPay Integration with Tabs3 Software.”
If you haven’t updated to Version 2020 yet, you are missing out on some great new features! The following features are only some of the enhancements we made for this version:
LawPay
New Dashboards
Positive Pay
APS Bank Balances
Updated Help
For in-depth information on all of the new Version 2020 features, including screenshots, refer to Knowledge Base Article R11812, “Version 2020 Introduction to New Features.” A list with links to all Version 2020 information can be found in R11814, “Version 2020 Information and Resources.”
To download Version 2020, select Check for Updates from the Help menu, visit Tabs3.com/update, or contact your local consultant.
If you have any questions about the update, please contact your consultant, or contact Technical Support at (402) 419-2210.
Version 2020 has been released, and there are many great new features! The following features are only some of the enhancements we made for this version:
LawPay
New Dashboards
Positive Pay
APS Bank Balances
Updated Help
For in-depth information on all of the new Version 2020 features, including screenshots, refer to Knowledge Base Article R11812, “Version 2020 Introduction to New Features.” A list with links to all Version 2020 information can be found in R11814, “Version 2020 Information and Resources.”
To download Version 2020, select Check for Updates from the Help menu, visit Tabs3.com/update, or contact your local consultant.
If you have any questions about the update, please contact your consultant, or contact Technical Support at (402) 419-2210.
We are looking for firms to provide early feedback on Tabs3 version 2020. The following features will be available in Tabs3 Version 2020:
If you are using Version 19 and are on maintenance, you can jump on board early with these new features. To sign up, visit Tabs3.com/prerelease. If you have any questions, please email signup@tabs3.com.
We are looking for firms to provide early feedback on Tabs3 version 2020. The following features will be available in Tabs3 Version 2020 later this year:
If you are using Version 19 and are on maintenance, you can jump on board early with these new features. To sign up, visit Tabs3.com/prerelease. If you have any questions, please email signup@tabs3.com.