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Did you know that there are several keyboard shortcuts you can use to quickly adjust the date in any Date field?   Read More...


PracticeMaster's Document Management feature can be configured to automatically name and store linked documents in a centralized location.   Read More...


The Knowledge Base is a great resource for more in-depth information on a subject, including overviews, best practices, strategies, troubleshooting, frequently asked questions, and more.   Read More...


Spotlight: History Tracking

March 2021    Tags:
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History tracking is an optional feature that can be used to maintain a detailed audit trail of all additions and changes to specific fields in a file.   Read More...


When it comes to maximizing your billable hours, it’s important to have a reliable timer feature that allows you to easily convert your time into fees.   Read More...


When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output?   Read More...


Did you know that you can easily see a list of write offs for any client, as well as how each write off is applied?   Read More...


Want to see all of the new features in Version 2021?   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing reports.   Read More...