If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it?   Read More...


Did you know that you can see who is currently logged into the software?   Read More...


Spotlight: Writing Off a Client

August 2018    Tags: ,
No comments

Did you know that you can write off all or a portion of a client's accounts receivable balance? When a write off is performed using the Write Off Client program, a special write off record is created and stored in the client ledger file for audit trail purposes and adjustments are made to receipt allocation records.   Read More...


With PracticeMaster, you can use timers to track the time you spend on research, planning, correspondence, and more. However, if you don’t turn timers into fees, you may be missing out on valuable time that can be billed to your clients.   Read More...


Spotlight: Report Suites Save Time

May 2018    Tags: ,
No comments

Creating report definitions for each of the reports your firm runs can help save considerable time, and taking advantage of Report Suites in Tabs3 saves even more time. When your firm prints the same set of reports every year, quarter, month, week, or semi-regularly, report suites offer a one-step option to printing out a predefined set of reports using the report definitions you already have set up.   Read More...


Do you have multiple APS checks and/or GLS journal entries that need to be entered each month? Use recurring entries instead of manually entering them every time!   Read More...


Spotlight: Calendar Reports

February 2018    Tags: , ,
No comments

Did you know that there are multiple calendar reports that can be printed in PracticeMaster? Different reports provide different ways to view your calendar entries and print them.   Read More...


Spotlight: PracticeMaster Alarms

January 2018    Tags: , ,
No comments

While you are more than likely using alarms on your calendar records, you may not be aware of the scope of how alarms can be set and snoozed.   Read More...


Occasionally, transactions may accidentally be entered for the wrong client. If there are only a couple, it’s easy to just delete them and reenter them for the correct client. However, when there are many transactions, what can you do? Use the Transfer A/R and Transactions utility in Tabs3!   Read More...


When working in General Ledger Software (GLS), your accounts do not typically change much once they have been established. Because of this, it’s easy to forget the ins and outs of making changes to the chart of accounts.   Read More...


Spotlight: SnapShot

October 2017    Tags: , ,
No comments

Do you want a way to scroll through each file and quickly see the key contents of each record? The SnapShot provides a concise picture of the data contained in individual records using an easy to view format in a single location.   Read More...