Tabs3 Cloud is a cloud-based legal billing and financial software solution designed specifically for the way
today’s fast-paced, multifaceted law firms operate. It includes all the benefits of the Platinum edition of our Tabs3 Billing and Financials software so you can manage your time, billing, and finances more effectively.
The following are just some of the benefits of Tabs3 Cloud:
- Managed by Tabs3 – With Tabs3 Cloud, the Tabs3 Software is installed and managed by the Tabs3 Team. You don’t need to purchase and maintain a server computer. If your firm has IT staff or network administrators, they will not be responsible for managing Tabs3 Cloud beyond ensuring you can access the software via the internet.
- Automatic Backups – With Tabs3 Cloud, the Tabs3 Software is automatically backed up throughout the workday, along with a daily archival backup that is stored offsite. In the event you need to restore from a prior backup, Tabs3 Support will handle the restore process and notify you when Tabs3 Cloud is available again.
- Simple Pricing – Tabs3 Cloud is offered on a per user basis.
- Data Privacy – Tabs3 Cloud secure login uses multi-factor authentication to control access to your firm’s data.
- Software updates are handled by the Tabs3 Team – The Tabs3 Team will keep Tabs3 Cloud up to date.
Propel your firm toward higher profits with reliable software that’s designed specifically for law firms like yours.
Tabs3 Cloud includes all of the features you trust from Tabs3 Billing and Financials and puts them on your browser in the same easy-to-navigate interface you’re familiar with.
Whether you’re a longtime Tabs3 Software user or switching from another billing tool, Tabs3 Cloud is the perfect solution to keep operating accounts and client funds organized and accounted for.
Discover what the most dependable software solution for billing and financials on the market can do for your legal practice.
To learn more about Tabs3 Cloud, visit Tabs3.com/Cloud or Knowledge Base Article R11941, “All About Tabs3 Cloud,” or watch the Introducing Tabs3 Cloud video. To get pricing or to purchase a Tabs3 Cloud subscription, contact your local consultant or contact our Sales department at 402-419-2200.
Our office will be closed on Monday, February 19, in recognition of Presidents’ Day.
Here are some helpful Support resources that are available 24/7:
There are several ways to adjust work-in-process (WIP) transactions, but which way is best for your situation? If you’re not sure which method is best, or you’re not sure of what your options are, check out Knowledge Base Article R10772, “Adjusting Work-In-Process.” This article provides the advantages and disadvantages of the various methods to adjust WIP including editing individual transactions, writing transactions up/down, using the Change WIP Transaction feature, entering a courtesy discount, adjusting flat fee client, and entering credits.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Did you know that you can run your accounts receivable (A/R) reports for historical data? The Platinum edition of Tabs3 Billing provides the ability to print A/R balances as of a specific date. This option calculates the A/R based on records present in Tabs3 Billing, effectively showing what the A/R would have been on the given date.
To run a historic Accounts Receivable Report
- In the Quick Launch, search for and select “Detail A/R Report” or “Summary A/R Report.”
- On the Client tab, select the desired Client ID range.
- On the Options tab, in the A/R Period section:
- Select the Print Historic A/R (Platinum Only) option.
- In the Show A/R as of field, enter the date for which you want to see A/R information.
- Select any other desired options.
- Click OK.
Note: Although the calculated A/R will be correct based on records currently in the software, it is possible that it may not match an A/R report run on the original date if any transactions have since been deleted, statements unbilled, payments reversed, or any write offs reversed.
For more information about Platinum features, see Knowledge Base Article R11379, “Platinum Overview.” If you have any questions regarding Platinum features, contact your local consultant, or contact Technical Support at (402) 419-2210.
Did you know that you can do more with Entry Lists than see current work-in-process transactions? The Fee, Cost, Payment, and Client Funds Entry Lists can be printed, filtered, and set to include archived records.
Entry Lists can be toggled to be hidden or displayed using the 
(Toggle List) button or Alt+G. Once the Entry List is displayed, the following additional buttons are available:
- Print List – Click the
(Print List) button to print a list of all transactions currently displayed in the Entry List. - Select Date – Click the
(Select Date) button, or press Alt+L, to select a date for which transactions will be displayed. This button is only available when filtering by Transaction Date or Entry Date via View Options. - View Options – Click the
(View Options) button, or press Alt+O, to filter the Entry List by Client ID, Transaction Date, or Entry Date; select to include only those records for a certain Timekeeper or User ID, or select to Include Archived Records; or select a List Location of Right or Bottom.
You enter data regularly; make sure you are getting the most out of your Entry List by showing the information you want to see and quickly printing lists when needed.