The Tabs3 Billing Matter Manager acts as a central hub for matter-related information and activities in Tabs3 Billing. The Matter Manager allows you to view relevant information for each matter at a glance, perform common tasks, and run reports. Read More...
The 1099 filing season is just around the corner. New for tax year 2023, the IRS is requiring that anyone filing an aggregate total of 10 or more forms (including Forms 1099-MISC, 1099-NEC, 1096, etc.) must file electronically. Read More...
What are expressions, and how can your firm use them to improve your day-to-day activities? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization. Read More...
Our office will be closed on Thursday, November 23 and Friday, November 24, in recognition of Thanksgiving. Read More...
Besides the many reports included in Tabs3 Software, you have several options for creating your own custom reports. 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...
Our office will be closed at 3:30 p.m. Central Time on Wednesday, December 6th for our annual Holiday Party. Read More...
Do you want to accept credit cards, but aren’t sure where to start? Read More...
Do you want to access client information, track time, and view important case documents on the go? Tabs3 Connect provides all of these features and more! Read More...
When using Print Checks, if the Select Invoices to Print check box is selected on the Options tab, the number of invoices selected and the total amount to pay for all selected invoices are displayed at the bottom of the Select Invoices window. Read More...
We have a client we need to bill a fixed fee amount every month, but we still need to keep track of our hours and productivity. Does Tabs3 Billing have a solution for this? Read More...
Is there a way to enter a specific date to see what events or tasks have been entered on the calendar? 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...
What's the best way to record a payment made via direct bank transfer rather than a check? Read More...
I noticed I have a balance being carried forward from the Prior Fiscal Year in my Retained Earnings account. This is making the figures on my Balance Sheet not match the YTD Net Profit/Loss on my Income statement. How do I correct this? Read More...