KB Corner: Resource Lists

May 2026    Tags: Accounts Payable, General Ledger, PracticeMaster, Resources, Tabs3 Billing, Trust Accounting

The Knowledge Base is a great resource for more in-depth information on a subject, including overviews, best practices, strategies, troubleshooting, frequently asked questions, and more. To help streamline your research, we have several articles that contain a list of articles related to a particular area of interest. This makes it easy to determine which articles you want to review and provides a place you can come back to so you can quickly pick up where you left off.

The following articles contain a list of articles on the given subject:

• R11992 – Version 2026 Information & Resources
  Includes information about the Version 2026 update and includes a list of information that has been added to the Knowledge Base regarding Version 2026 including What’s New in Version 2026, Version 2026 Introduction to New Features, and more.
• R11940 – Tabs3Pay Resources
  Includes a list of resources for Tabs3Pay including configuration, troubleshooting, frequently asked questions, and features specific to Tabs3Pay.
• R11567 – Frequently Asked Questions for All Products
  Includes a list of resources with frequently asked questions, both general and feature-specific, regarding the software.
• R11793 – Reports Information and Resources
  Includes a list of resources with information on Tabs3 Software reports.
• R11524 – Backup/Restore Information Resources
  Includes a list of resources with information regarding backing up and restoring your data including having a good backup strategy, troubleshooting, testing your backup, and more.
• R11582 – Statements Information Resources
  Includes a list of resources with information regarding Tabs3 Billing statements including printing, emailing statements, customization, and general information.
• R11482 – Resources for Integrating PracticeMaster with Outlook
  Includes a list of resources with information regarding Microsoft Outlook and its integration with PracticeMaster including Outlook synchronization, the Platinum Exchange Connector, and the Outlook Toolbar Plug-in.
• R11715 – Tabs3 Financial Software Resources (Trust, AP, GL)
  Includes a list of resources with information regarding Tabs3 Financials including general articles, integration articles, reconciliation articles, and more.
• R11638 – Document Management Resource List
  Includes a list of resources with information regarding PracticeMaster’s Document Management feature including training videos, the Document Management Guide, a quick reference, troubleshooting, and more.
• R11645 – Resources for Filtering Data
  Includes a list of resources with information on filtering data in PracticeMaster and Tabs3 Billing including information on indexes, filters, QuickViews, Report Writer, WorkFlows, and more.
• R11962 – Search Resources
  Includes a list of resources with information on the Tabs3 Conflict of Interest, PracticeMaster Conflict of Interest, and the PracticeMaster Document Search.
• R11406 – Tabs3 Platinum/Platinum SQL Resources
  Includes a list of resources with information regarding Platinum software and Platinum Server including guides, Platinum information, Platinum SQL information, troubleshooting, and more.
• R11506 – Resources for Importing Data into Tabs3 Software
  Includes a list of resources with information regarding applications that can be used to import data into Tabs3 Billing, PracticeMaster, and Tabs3 Financials.
• R11717 – Security Resources
  Includes a list of resources with information on security regarding Tabs3 Software, email and antivirus, and Microsoft.

When looking for additional information on these subjects, save yourself some time – skip the searching and check out one of the resource lists above.

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.”