View / Print Full Newsletter

Tabs3 Connect: Access Log

February 2023    Tags: , , ,
No comments

Do you want to keep track of who is logging in and out of Tabs3 Connect, who is getting locked out due to failed login attempts, or who is downloading documents and attachments?   Read More...


Quick Tip: Organizing the Quick Clicks Pane

February 2023    Tags:
No comments

There are several ways you can organize items in the Quick Clicks pane. You can drag items around to rearrange the order in which they appear, hide items you don’t use, and create folders into which you can then drag Quick Clicks items.   Read More...


Billing Q&A: Using Statement Comments

February 2023    Tags: ,
No comments

Can I add explanatory notes to my fees that will be shown on draft statements but not final statements?   Read More...


PracticeMaster Q&A: Import Data Wizard

February 2023    Tags: ,
No comments

We received a spreadsheet of potential related parties for a case. Can we import these as contacts into PracticeMaster?   Read More...


The IRS changed the layout of Form 1099-MISC and Form 1099-NEC for tax year 2022. Tabs3 Trust Accounting (Trust) and Accounts Payable (AP) have been updated to print using the new form layouts.   Read More...


Verification lists are optional and can make it easy to confirm what activities have been done by whom in the software.   Read More...


Did you know that you can reprint client statements whenever needed?   Read More...