I'm sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements? Read More...
We use the Conflict of Interest Search feature extensively, but we noticed some words are being excluded that need to be searchable. Is there a way to edit the list of excluded words? Read More...
Do you have a new pro bono client, or need to enter a fee or cost at no charge for a regular client? Clients and transactions can be marked as non-billable so that you can still track your time without charging your client. Read More...
Our office will be closed on Monday, May 29, in recognition of Memorial Day. Read More...
Are you creating forms and letters manually? If so, you’re probably spending too much time on it. Take advantage of PracticeMaster’s document assembly feature instead! 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...
The Platinum edition of Tabs3 Software provides a multitude of benefits when working with reports. If reporting is important to your firm, take a look at the following reasons to upgrade now! Read More...
