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Tag: Trust Accounting


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...


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...


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...


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...


2018 has flown by, and 2019 is right around the corner. Now is the time to review year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


You may have already heard that Version 19 has been released, but you might have a few questions prior to updating, or while using the new version for the first time.   Read More...


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...


Accounts Payable Software (APS) and Trust Accounting Software (TAS) allow you to view 1099 information on reports, print 1099-MISC forms for filing, or create a 1099 Disk File which can be used to electronically file with the IRS.   Read More...


Do you sometimes forget how to access programs or reports in the software that you only use occasionally? Use the Quick Launch in Version 19 to find what you need!   Read More...


Tabs3 version 19 has been released, and there are many great new features!   Read More...


Have you ever wanted to change the size of the windows, menus, page tabs, lists, and messages in the software? How about changing the font face and size on your PracticeMaster forms? Version 19 introduces a new, larger default font in the software and allows you more control over font via new customization options.   Read More...


We wanted you to know that our family of products has grown – we recently acquired CosmoLex!   Read More...


Did you know that you can press Ctrl+Shift+F to open the Fee file and Ctrl+M to open the Matter Manager or Client Manager? Most people are aware of standard keystrokes, such as Ctrl+S to Save, Ctrl+C to Copy, Ctrl+V to Paste, etc. However, there are many more shortcuts to help save time in Tabs3 and PracticeMaster without your hands leaving the keyboard!   Read More...


Our accountant wants a list of all outstanding checks posted from APS as part of our year-end procedures. Is there a report for this?   Read More...


We have an old bank account that we no longer use. Unfortunately, deposit records are occasionally added to trust accounts using that bank account. Is there a way to prevent this from happening?   Read More...