It’s officially a new year! In the fuss of all your regular year-end tasks, don’t forget to review these sometimes overlooked items: Timekeeper Rates, Timekeeper Profitability Figures, Client and Task Based Billing Budgets, and General Ledger Budgets! Read More...
Do you have a question about the software? Any questions that you want to ask have likely been asked by others as well. Read More...
The Form 1099-NEC has changed for Tax Year 2021. Don’t want to deal with forms this year? Try Tabs3 1099 E-file! Read More...
There are many great features in Tabs3 Platinum, but when you want more information, where do you start? Read More...
Tax season is here again and Tabs3 Software is ready to help you quickly file your Forms 1099-MISC and 1099-NEC. Read More...
When asking others to check documents back in to PracticeMaster so you can edit them, do you often hear that they forgot they even had it checked out? This can be remedied by setting up PracticeMaster to show the Overdue Document List for users who have documents checked out and overdue. Read More...
One of our clients can’t find their emailed statement and asked that we send another. Is there an easy way to accomplish this? Read More...
An attorney at the firm likes the look and function of a Report Writer report I created for another attorney's clients and requested I make her a report that lists her clients. Is there a way I can duplicate the original report I made and edit it, or do I have to start from scratch? Read More...
We use separate Trust bank accounts for the same physical bank account in order to separately track trust payments. Is there any way to link these bank accounts to make reconciliation easier? Read More...
When we enter advances to Tabs3 Billing from Accounts Payable, we like to include both the Vendor's Name and Number in the entry's description. Is it possible for these values to be included automatically? Read More...
We finished with our books for 2021 and want to close them out. Is there a way to stop anyone from making changes to the journal entries from previous years? Read More...
