Our monthly reconciliation can take some time to perform. Our bank offers a digital file with all of the cleared transactions; is there a way to import this file and match them up to my General Ledger entries? Read More...
You can now schedule a future-dated payment or series of payments from within Tabs3 Billing and a future-dated trust deposit or series of trust deposits from within Trust Accounting that will automatically process via Tabs3Pay. Read More...
You already know how important it is to check for conflicts of interest in your practice. You are probably already using PracticeMaster’s Conflict of Interest Search, but are you taking full advantage of all of the features? Read More...
When you’re not at the office and you need to record the time you spent on a matter or a cost you incurred, what do you do? Why, log into Tabs3 Connect on your phone or tablet, of course! Read More...
When it comes to requesting eSignatures from your clients, LexShare makes it easy to request the information you need, all from within PracticeMaster. Read More...
Did you know that you can select multiple ranges of clients when running reports or generating Statements? Read More...
Is there an easy way to provide a discount to a client without directly adjusting my fees or entering a credit? Read More...
