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Month: August 2023


We have added a Client Portal to Tabs3 Billing Version 2023 that allows you to invite clients and contacts you select to access an online client portal!   Read More...


Our office will be closed on Monday, September 4, in recognition of Labor Day.   Read More...


Do you want to take your statements to the next level? Statements are at the heart of Tabs3 Billing, so you want to get the most out of this feature. We make it easy by providing a one-stop article with everything you need.   Read More...


Spotlight: Change WIP Transactions

August 2023    Tags: ,
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Did you know that you can quickly and easily change certain fields for a range of transactions that have not been billed yet?   Read More...


Did you know that you can use a timer in Tabs3 Connect?   Read More...


If your firm needs to more efficiently and effectively track leads, grow prospects, and gain clients, a Client Relationship Management tool like Tabs3 CRM is the solution!   Read More...


Quick Tip: File Definition Report

August 2023    Tags: ,
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Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on.   Read More...