A new Add-in is available for Microsoft Outlook that allows users to journal emails to PracticeMaster Platinum from any instance of Outlook, including the web and New Outlook. The Add-in can be added to your Outlook account from the Microsoft Web Store, and will then be available in all versions of Outlook. To install the Add-in, Outlook must be connected to Microsoft Exchange Online or an Exchange server.
The Tabs3 Outlook Add-in requires users to log in with their Tabs3 Connect account. Once logged in, the Tabs3 pane in Outlook allows you to specify the Client and/or Contact and create a Journal record based on the email. Email that has been journaled will display the client and contact information.
For additional information, see KB Article R11985, “Configuring and Using the Tabs3 Outlook Add-in.” The Tabs3 Outlook Add-in is compatible with PracticeMaster Version 2025 (Build 25.2) and later.
As of June 30, 2026, the Tabs3 Support Team will no longer provide support for Version 2022 or Version 2023 of Tabs3 Software.
If you are using an older version of the software, now is the perfect time to get up to date with the latest version of Tabs3 Software. You will be surprised at the number of features you’ve been missing! Click here to see What’s New in each version.
Updating to the latest version is FREE when your firm has an active subscription. To get started, in the Quick Launch, search for and select “Check for Updates.”
If you have any questions regarding the discontinuation of support for Version 2022 or Version 2023, please contact your Tabs3 Software consultant, or a member of our Customer Success Team at customersuccess@Tabs3.com or (402) 419-2212.
The Advanced Client Costs Report makes it easier to verify that advanced client costs are in balance between Tabs3 Billing, Tabs3 Accounts Payable (AP), and Tabs3 General Ledger (GL). This report compares advanced client costs in Tabs3 Billing, checks and invoices in AP, and account balances of advanced client cost accounts in GL to ensure the balances in each application are accurate.
Setting up a new system to track advanced client costs between Tabs3 Billing, AP, and GL requires certain configuration settings in each application. If a firm has been using the applications for a while, it is possible that the accounts are not in sync and will show discrepancies on the Advanced Client Costs Report. Knowledge Base Article R11757, “Using and Troubleshooting Advanced Client Costs Integration,” will assist you with configuring the software to properly integrate advanced client costs, as well as troubleshoot the “reconciliation” when there is a discrepancy.
You can also check out this video on Tracking Advanced Client Costs in Tabs3 Software:
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.”
Our office will be closed on Monday, February 16, in recognition of Presidents’ Day.
Here are some helpful Support resources that are available 24/7:
In Tabs3 Billing, PracticeMaster, and Tabs3 Connect, the Recap of Hours contains a graph that provides billable and non-billable hours and amounts at a glance, with the added ability to also see unprocessed time in PracticeMaster. By default, the bar graph will display the current week, and you can scroll forward and backward in time using the arrows at the top of the graph. Want to review and/or edit fees for a certain day? Simply click on the billable or non-billable time to open the Fee Recap Lookup window, where you can view the fee records or add new records on the fly! In PracticeMaster, click on the unprocessed time to open the Process Timer Records window so you can convert that time into billable fees.
The Recap of Hours can be accessed several ways.
- In Tabs3 Billing, the Recap of Hours can be accessed via the Quick Launch by searching for and selecting “Recap of Hours” or by clicking the
button in the Fee Entry window. Additionally, you can run the Recap of Hours Report via the Quick Launch by searching for and selecting “Recap of Hours Report.” - In PracticeMaster, you can access the Recap of Hours on the Dashboard or via the Quick Launch by searching for and selecting “Recap of Hours.”
- In Tabs3 Connect, you can access the Recap of Hours by clicking on the
icon.
To specify the Default Timekeeper, include a daily target comparison line, and, in PracticeMaster, to include unprocessed timer records, click the 
icon in the Recap of Hours window.
Although the Recap of Hours will always open to the Default Timekeeper selected, you can also select a different timekeeper for the current session.
Reviewing your time has never been easier!
Want to be able to quickly tell if the software is up to date? When an update to the software is available, a badge 
is shown on the Check for Updates icon in the Quick Launch pane. This option is available for users who have rights to check for software updates.
Additionally, a notification banner is displayed on the Home Page when an update has been available for 15 or more days. For additional information about updates, see Knowledge Base Article R11937, “Keeping Tabs3 Software Up To Date.”
With Tabs3Pay you can:
- Accept credit cards, electronic checks, GooglePay, ApplePay, PayPal, Venmo, and PayPal Pay Later within Tabs3 Software.
- Reduce credit card expenses with optional surcharging.
- Manage separate trust and operating accounts from Tabs3 Software.
- Securely store payment information for future use.
- Email an invoice with a secure payment link.
- Send statements with a payment QR Code.
- Schedule future and recurring Tabs3Pay payments.
- Request Trust replenishment.
Other Benefits Include:
- Get paid faster.
- Eliminate manual errors.
- Save time and collection hassles.
- Certified PCI compliant and secure.
To sign up for Tabs3Pay
- In the Tabs3 Billing or Trust Quick Launch, search for and select “Tabs3Pay Web Portal.”
- Click the Let’s Get Started button.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
*Surcharging laws vary by state and are subject to change. Always check with your local bar association for the most updated information.