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Billing Q&A: Assessing Finance Charges

December 2023    Tags: ,
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We will start assessing clients a finance charge on unpaid work at the end of the year. How can we configure this?   Read More...


PracticeMaster Q&A: Making Fields Required

December 2023    Tags:
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We have a field that always needs to be filled in when a new matter is added in PracticeMaster. Is there a way to force users to populate the field before saving?   Read More...


The Tabs3 Billing Matter Manager acts as a central hub for matter-related information and activities in Tabs3 Billing. The Matter Manager allows you to view relevant information for each matter at a glance, perform common tasks, and run reports.   Read More...


The 1099 filing season is just around the corner. New for tax year 2023, the IRS is requiring that anyone filing an aggregate total of 10 or more forms (including Forms 1099-MISC, 1099-NEC, 1096, etc.) must file electronically.   Read More...


What are expressions, and how can your firm use them to improve your day-to-day activities? An expression is a set of criteria you define that tells the software what records to display, and in some cases, how to display it. Filters are the most common expressions, but expressions can also be used in Report Writer reports, WorkFlows, Word Document Assembly, and Outlook Synchronization.   Read More...


Our office will be closed on Thursday, November 23 and Friday, November 24, in recognition of Thanksgiving.   Read More...