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Month: November 2017


There are several ways to customize how you store data in PracticeMaster. When you need a way to add multiple records of the same type for your client, Common Client Related Files are a great way to go!   Read More...


Taskbill software is used to convert a Tabs3 statement into an electronic bill. There are multiple formats used for electronic bills, ranging from standardized formats used by multiple companies to formats specific to a single company. The amount of configuration required depends on the format you are using, and our configuration instructions just got a whole lot easier.   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...


Whether it’s increased speed, Tabs3 Connect, or PracticeMaster Exchange Connector, the Tabs3 and PracticeMaster accelerators power some of the main features of the Platinum software.   Read More...


Whenever we add new clients, we always add the contact record first, during their consult. Is there a way to assign the “Client” Contact Category to a contact record every time a client is added?   Read More...


Matter mode is a special status for the address on the Address tab of the Client file that allows the address to be used for that matter only and not be shared by other matters for the same client. But what does this mean, and when should you use Matter Mode?   Read More...


System Configuration isn’t a program you work in everyday like Tabs3 Billing, but is geared toward setting up certain features of the software. So what settings are controlled in System Configuration, and how do you access it?   Read More...