We’ve got some exciting new features coming to Tabs3 Software, and we don’t want you to miss out! With our Pre-Release program, you can play an important role in shaping the future of our software by sharing your valuable feedback before these features are rolled out to everyone. By joining the current pre-release, you would be among the first to use these upcoming features:
Tabs3 Billing and PracticeMaster
- iManage integration to sync client and matter information. New clients added to Tabs3 Billing, PracticeMaster, or Trust are automatically created as Workspaces in iManage, streamlining data consistency and eliminating duplicate entry.
Tabs3 Billing
- The ability to automatically schedule Tabs3Pay payments when generating statements.
Tabs3 Accounts Payable
- The ability to secure bank accounts providing additional protection for sensitive information such as payroll transactions.
- The ability to restrict access to a vendor’s transactions to specific users and groups providing greater control over sensitive financial information.
All Software
- Added the ability to assign groups in addition to individual users when configuring secure access such as clients, secure bank accounts, and vendor transactions. Newly created users added to a group will automatically inherit secure access, saving time and effort.
- Our extensive Help documentation is now hosted online, ensuring that every time you press F1 or click the Help icon, you’ll access the most up-to-date information instantly.
Not yet signed up for Pre-Release? Now’s the perfect time to join! Here’s why:
Early Access: Get exclusive access to the very latest features before the official release!
Shape Future Updates: Your feedback helps refine new features, ensuring they’re as effective and user-friendly as possible.
Reliable Software: Our pre-release software is rigorously tested and close to its final release.
Sign up today and take an active role in improving the software you use every day! Visit Knowledge Base Article R11842, “Tabs3 Pre-Release Program,” to check out what’s currently in Pre-Release and get started.
Here are some helpful Support resources that are available 24/7:
There are several methods for crediting a client’s account: write offs, write-downs, courtesy discounts, payment adjustments, credit transactions, or editing or deleting the original transaction. Knowledge Base Article R11760, “Best Practices When Applying Credits,” provides information on how each method affects reports, statements, GL integration, and more to help you decide how best to credit your client.
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.”
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.
Previously published in January.
This message is a frequent topic of support inquiries. Clicking Yes opens the Active User List where you can select your user name and then click the Reset button, which opens the Active User List – Reset Confirmation window. This window prompts you to verify the user in question is not in the software and that you understand potential data corruption can be caused by resetting the user.
So, why are you receiving this message and why do you have to verify the user isn’t in the software when that user is you?
Each user should be logged in only once at any given time. If the software is improperly closed, the User ID remains logged in to the software, thus creating a “duplicate” User ID the next time the user tries to log in. To properly close the software, you can use one of the following: select File | Exit, click the 
(Close) button in the upper-right corner of the application’s window, or press Alt+F4.
The following items are examples of improperly closing the software:
- Power loss.
- Computer lockups.
- The network connection to the server is broken/interrupted.
- The server is shut down or rebooted while users are still logged in to the software.
If the Duplicate User ID message is received and you choose to reset the user, you should always verify that the user is not in the system. If you reset an active user in the software, this can cause data loss and data corruption that results in Data File Integrity Check Errors and/or Fatal Errors. Because of this, we provide a checklist when resetting a user as a reminder to not reset anyone you are not 100% sure is out of the software. Once you have determined it is safe, you can reset the user and then log in to the software without receiving the message again.
Depending on why the Duplicate Users message is received, you may want to run a Data File Integrity Check.
For more information on resetting users, visit Knowledge Base Article R10789, “Resetting Users.”
- Are you new to Tabs3 Software and looking for guidance? We’ve got you covered!
- Ready to update to the latest version of our software? We’ll walk you through it!
- Unsure how to complete a specific procedure? Let us help you figure it out!
- Encountering an unfamiliar message or issue? We’re here to clarify and assist!
- Interested in using a new feature, such as tracking client communications with PracticeMaster? We’ll help you get started!
Support is available Monday through Friday, 8:00 a.m. to 5:00 p.m. (Central Time). You can reach us by phone at (402) 419-2210 or via email at Tabs3.com/support.
And here’s the best part: Support is included with your subscription plan, so don’t hesitate to contact us—there’s no additional cost for reaching out! We’re just a call or email away and happy to help.
Skip the hassle of collections this year by scheduling your matter’s one-time and recurring payments with Tabs3Pay!
The Scheduling Payments with Tabs3Pay video walks you through how to schedule a future-dated payment or series of payments, right from the Tabs3 Billing Matter Manager. This feature makes it easy to provide payment plans for your clients and allows you to get paid on a specific date, even when you’re not in the office.
Watch this three-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
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 Software 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 your firm running.
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, check out 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.
Note: Tabs3 Software is available in Tabs3 Cloud or on-premises.