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Feature Article: LexShare

September 2022    Tags: , ,
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Integration has been added with LexShare, a secure file sharing and electronic document signing service, which allows your clients to easily upload files that you request, or add their electronic signature to a document that you send. The document can then be imported to the PracticeMaster Document Management file.   Read More...


As of June 1, 2023, the Tabs3 Support Team will no longer provide support for Version 19 of Tabs3 Software.   Read More...


One of the most frequently asked questions our Support Department receives is, “Why isn’t my statement printing?”   Read More...


Hanson Baker Ludlow Drumheller P.S. had been processing credit card payments for fifteen years—but without a way to process cards online, they had to ask clients to mail or call in their payments.   Read More...


Platinum: eNote: Quick and Easy Communication

September 2022    Tags: ,
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What is the best way to communicate and share records between users in PracticeMaster? Send an eNote!   Read More...


Whether you are a new user or just have questions about a feature, finding the information you need is easy!   Read More...


Did you know that you can change your view to see either more fields or fewer fields in certain files?   Read More...


Is there a way to force the descriptions for all transactions on our statements to display in uppercase text?   Read More...


PracticeMaster Q&A: Link to Website

September 2022    Tags: ,
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Many of our meetings take place on Zoom (or another online meeting service). Is there a way to place a link in the Calendar File and make it clickable?   Read More...


When adding a payee, we misspelled the name. How can we change the payee’s name?   Read More...


We opened a new bank account recently that is going to be our main operating account. We added the account to AP; however, when we add new invoices, they default to the old account. Is there a way to set the new bank account as the default?   Read More...


I need to be able to subtotal my GL accounts in a different order to report on income for the firm. However, the current order is what the firm usually needs. I would only need this alternate order for reporting purposes. What can I do?   Read More...