As your firm deals with the spread of COVID-19, we want to help you prepare to work from home. Read More...
We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard! Read More...
Want to be able to quickly tell if the software is up to date? Read More...
Have you ever encountered comments in a Client’s file stating that the client was contacted about their past due balance without any reference as to who or when? Read More...
Did you know that you can quickly start other Tabs3 and PracticeMaster software from within any program? Read More...
Did you know that you can choose whether or not to print the initials of the user who runs a report on the left side of the footer? Read More...
Although we strive to provide superior documentation in our Help files, Knowledge Base, and Guides, we know that sometimes you want direct guidance with a human touch. Technical Support can be reached by phone or email! Read More...
As of Version 19, we are releasing additional enhancements throughout the release cycle by posting interim release updates instead of only when a brand new version is released. Read More...
Did you know that you can configure Tabs3 Billing reports to start each sort on a new page? Read More...
Did you know that the language used on statements can be customized? The Terminology tab of the Statement Customization program provides 77 terms that can be changed – including the Amount column, which is new for Version 19. Read More...
In most data entry files, like the Journal, Document Management, and Calendar files, you can easily change the Client ID by opening a record and changing it or via the Change Client ID feature. However, before now, there wasn’t a way to change the Client ID for a fee or cost in PracticeMaster without deleting the record and starting over. We recently enhanced Version 19 (19.1.9.1136) so that you can now use the Change Client ID feature in the PracticeMaster Fee and Cost files! Read More...
Did you know that PracticeMaster integrates with several third-party programs? This integration provides the ability to add emails to PracticeMaster as Journal records and documents as Document Management records. Fee and Calendar records can be also be added or edited. Read More...
If you use the Convert to Fee feature, customizing your Convert to Fee Settings can be a time saver! Read More...
We added a couple of new features to the Print Checks process in Version 19! Read More...
Did you know that you can set a timekeeper’s rate to change as of a specific date? This means that the software will automatically apply the correct rate based on the fee’s date, allowing you to continue entering time like normal. Read More...
Did you know that there are several files throughout the software in which you can mark people or accounts as inactive? Selecting the Inactive check box provides the ability to keep the associated history, but removes the ability to accidentally add associated records. Read More...
