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Tag: Trust Accounting


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...


I need to see all of the deposits made in the Trust Accounting software in the last month. How can I do this?   Read More...


Resetting users incorrectly can be a costly practice in terms of lost time and productivity. It is important to realize the risks involved when users reset other users.   Read More...


Did you know that you can have certain software features automatically run as soon as a Tabs3 program is opened? You can use startup options to help automate tasks by entering command line options in the Target field of the desktop shortcut icon.   Read More...


Are you familiar with how the Tabs3 and PracticeMaster software integrates? One of the key features of Tabs3 and PracticeMaster software is how tightly our billing, practice management, general ledger, accounts payable, and trust accounting software all work together.   Read More...


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


One of my clients is requesting to see a complete history of their trust activity. Is there a report I can run that can accomplish this?   Read More...


Is it possible to combine multiple checks into a single transaction to make the reconciliation process easier?   Read More...


Do you ever wonder how figures on reports are calculated? Sample Report Packs take the mystery out of reporting. Sample reports are available for every Tabs3 program and each report is broken down field by field to explain exactly how the information is represented.   Read More...


We are pleased to announce that we have selected ProCirrus as our Preferred National Cloud Hosting Partner. Hosting providers like ProCirrus can make managing your technology much easier.   Read More...