We added a new way to view clients, contacts, fees, costs, payments, client funds, and write offs without having to run a report! Read More...
Increasingly, insurance companies and other organizations are requiring that firms submit their bills electronically using specific formats. Tabs3 Taskbill software allows you to convert your updated statements into electronic bills that meet these requirements. Read More...
You can print checks, enter manual checks, record electronic fund transfers (EFTs), print trust ledgers for individual trust accounts and bank accounts, reconcile your bank account in the software, and track your trust transactions through a variety of reports. 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...
Ready to take the next step in customizing PracticeMaster to fit your practice? We’ve got the solution you need! Read More...
Do you sometimes forget where to access programs or reports in the software that you only use occasionally? Use the Quick Launch to find what you need! Read More...
We have decided to start marking clients inactive, so when we run reports or statements it will only include clients we are working on. There are a lot of clients that we need to go through and mark inactive. Is there a way I can make all of them inactive at once instead of going into each individual client? Read More...
We’re just getting started with Document Management and have a lot of documents. Is there an easy way to add our documents to PracticeMaster? Read More...
We run the Positive Pay export process in Trust on a daily basis. Is there a way to automate this utility? Read More...
I need to print a check, but I want to use a date other than today. Is this possible? Read More...
We want to add an extra layer of security to our financial information in General Ledger. Users are already restricted from accessing General Ledger, but is there a way to protect the PDF files created for our reconciliation reports so only authorized users can open them? Read More...
