Is your desk cluttered with sticky notes, miscellaneous pieces of paper, and phone messages? Clear your work area, consolidate your notes, and link them to the appropriate clients and contacts by using the PracticeMaster Journal file! Read More...
As a company, we take great pride in the documentation we provide for our software. There are multiple resources for finding information about how the software works. Read More...
When a document needs to be reviewed, how is it passed around the office? Is it printed and handed out, or maybe sent via email to everyone for commentary? There is an easier way – use eNotify to send everyone a link to the PracticeMaster record! Read More...
When it comes to organizing your clients, transactions, statements, and more, the Quick Clicks pane in Tabs3 Billing and PracticeMaster provides an easy way to navigate and customize how you interact with records. Read More...
Did you know that you can reverse write offs? Read More...
I need a list of all transactions for a specific fee task code. Is there a report that can help me? Read More...
I recently began journaling emails from clients into PracticeMaster. I have a large number of emails from a specific client that I want to journal, but don’t have time to journal each one individually. Is there a way to journal multiple emails at once? Read More...
We just ordered new Trust checks. Before we start printing checks, is there a way to make sure that everything will line up properly? Read More...
Is there a way to print duplicate check stubs, so we can keep a copy? Read More...
I was asked to open a second client to maintain books for a separate company that one owner is starting. We won’t be integrating this company with Tabs3 Billing or Accounts Payable, but can I use our existing chart of accounts from our current client as a starting point for the new client? Read More...
