We release additional enhancements through the life of each Tabs3 Software version. We post interim release updates instead of only when a brand new version is released. So how can you tell what features are in the latest update? Read More...
We have a client with many matters that we want to mark as inactive, so that when we run reports or statements it will only include the matters we are working on. Is there a way I can make all of them inactive at once instead of going into each individual matter? Read More...
Is there an easy way to create document management records for files directly from File Explorer? Read More...
A Check Requests feature is now available in PracticeMaster, which allows users to add a check request for payment on behalf of a client or a work expense. Once the request is approved, users in Tabs3 Accounts Payable or Trust Accounting can create an invoice and generate a check or electronic funds transfer (EFT). Read More...
The Tabs3 Software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first? Read More...
Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more. Informing Tabs3 Software is also important so that information regarding changes to the software reaches you in a timely manner. Read More...
When determining the best Platinum license for your firm, whether you are looking into a first-time purchase or upgrading, you must take into consideration the required overhead connections that are necessary. But what exactly are overhead connections? We’re glad you asked! Read More...