Want a quick and easy way to review your clients’ statements, and take action if necessary? Check out the Statement Manager! Read More...
Did you know that you can quickly and easily change certain fields for a range of transactions that have not been billed yet? Read More...
What are indexes, and how can they help your firm? The indexes in PracticeMaster control the order in which records are displayed on the List tab of each file. Read More...
Dashboards are an easy way to get a quick overview of important data. Dashboards can be accessed via the Dashboard tab of the Home Page. Read More...
Do you have multiple AP checks and/or GL journal entries that need to be entered each month? Use recurring entries instead of manually entering them every time! Read More...
When PracticeMaster performs a conflict of interest search, contact search, or document search, it searches the applicable index files for valid matches. Search Settings provide the ability to specify how and if indexes are updated, to rebuild indexes, and to specify words to be excluded from a search. Read More...
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. Read More...
