How do you handle overpayments, checks that don’t clear the bank, or checks entered for the wrong account? Make a payment adjustment! Read More...
How do you install the Tabs3 Software to a new user’s computer? What files are installed? How and when is the software updated on each user’s computer? Read More...
Typos happen, and sometimes they happen on a larger scale. When you need to change text in multiple records at once, what can you do? Use PracticeMaster’s Find and Replace! Read More...
Do you often find yourself clicking No when prompted to make a backup in Tabs3 Software? If so, is it because you don’t have time to wait for a backup to complete, or because other people are currently working and they don’t have the time to log out and wait? The HotBackup feature in Tabs3 Platinum Software alleviates the issue of making everyone log out because your data is backed up while others continue working in the software. Read More...
Sharing files is a cornerstone of running a successful practice. With LexShare, sending files to your clients and requesting client uploads can easily be done with just a few clicks! Read More...
Did you know that the language used on statements can be customized? The Terminology tab of Statement Customization provides 77 terms that can be changed. Read More...
We've been reviewing our billing categories and noticed that a few of them are redundant. Is there a way to combine these categories and their associated matters? Read More...
We want to add some holidays that our firm observes to the predefined holiday calendar in PracticeMaster. How can we accomplish this? Read More...
I need to transfer money from one trust account to another trust account. How do I record the process in Tabs3 Software? Read More...
