What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. There are two types of indexes: temporary and permanent.   Read More...


As of October 31, 2019, Software Technology, LLC will no longer provide support for Version 17 of Tabs3 Billing and Financial Software or PracticeMaster.   Read More...


If you don’t already use the Tabs3 Financial software, you may not realize the power of fully integrated software.   Read More...


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180).   Read More...


If you haven’t reviewed your HotBackup schedule, notification preferences, and storage settings in a while, now is a great time to do it!   Read More...


Our office will be closed on Thursday, July 4th, in recognition of Independence Day.   Read More...


Whenever I make changes in Outlook to my calendar items that have synchronized from PracticeMaster, the changes never go back to PracticeMaster. Should they sync?   Read More...


Video of the Month: Platinum Overview

July 2019    Tags: ,
No comments

If you haven’t tried out Platinum yet because you haven’t had time to read up on the features, then this video’s for you!   Read More...


Did you know that the language used on statements can be customized? The Terminology tab of the Statement Customization program provides 77 terms that can be changed – including the Amount column, which is new for Version 19.   Read More...


We have a client that has been with us for many years. They have requested to know the number of statements that we have sent them. Is there an easy way to provide them with this information?   Read More...


We charge one of our clients a fee for the same amount every month. Is there a way to set this up so that we do not have to enter the same transaction every month?   Read More...


When I open the Daily Calendar, I want to see my incomplete tasks or event reminders. Is this possible?   Read More...


We have a client that we have been working with for a long time. He has another matter for us, but his Client ID has maxed out at 402.99. Is there any way for me to extend the decimal side of his Client ID so we don’t have to create a new client number for this client?   Read More...


I created a new liability account in the Chart of Accounts. However, I later realized that it needed to be an income account instead. Can the Account Type be changed after saving the account?   Read More...


Is there a quick and easy way for me to see how much money is in each of my bank accounts?   Read More...


When we enter costs from Accounts Payable, we like to include both the name and vendor number in the description. Is it possible for these values to be included automatically?   Read More...


I have entered all of our invoices for the month and need to pay all of our vendors. I want to make sure I’ve got enough funds in my bank account to pay all of the outstanding invoices. Is there a report that can help me?   Read More...


A new employee created a trust account under the wrong bank account number in TAS. Is there an easy way to fix this? We would prefer to not have to void or delete the trust transactions in order to recreate them on a new account under the correct bank account.   Read More...


I am performing our monthly reconciliation in Trust Accounting Software and I noticed that the description for a deposit just says “Secure Client.” Why is this?   Read More...