When it is time for a client to replenish a trust account, use the new Request Trust Deposit tool! Read More...
Tabs3Pay now offers surcharging! Help your firm save on expenses while still providing clients the option to pay by credit card. Read More...
In Version 2022, all contact information has been consolidated for all Tabs3 Software applications. Read More...
Version 2022 has some great new features to check out! Read More...
PracticeMaster's Document Management feature can be configured to automatically name and store linked documents in a centralized location. Read More...
Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied? Read More...
If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need. Read More...
When was the last time you backed up your Tabs3 and PracticeMaster data and tested the viability of your backup? If your firm had to restore from a backup right now, would any data be lost? Regular backups are critical for your firm to make and maintain properly. Read More...
You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data? Read More...
