Are there additional notes that you want to add to statements for one or more clients? There are multiple areas in Tabs3 Billing to enter notes that can then be shown on statements for a single client, a group of clients, or all clients. Read More...
Creating virtual fields provides a way to easily access information included in a lookup file from any other file, such as the Client file, Contact file, etc., which can help minimize double entry in the software. Read More...
Hanson Baker Ludlow Drumheller P.S. had been processing credit card payments for fifteen years—but without a way to process cards online, they had to ask clients to mail or call in their payments. Read More...
When was the last time you backed up your Tabs3 Software data and tested the viability of your backup? If your firm was required to restore from a backup right now, how much data would be lost? Read More...
Did you know that you can quickly print a single check in Accounts Payable (AP) and Trust Accounting (Trust) without opening the Print Checks program? Read More...
Although 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...
Do you make manual adjustments for flat fee clients when you’re ready to bill them? If so, you may be making billing more difficult than it needs to be. Tabs3 Billing provides a way to streamline billing for flat fee clients. Read More...
