Backing up your firm’s data is the most important form of maintenance you can do, but many firms overlook this task. Backup prompts from within the software are skipped, and external backups are not regularly tested to verify they are working as expected. Often, this is simply due to not understanding the process. Read More...
Did you know that you can add the PracticeMaster Toolbar icons to the Quick Access Toolbar in Microsoft Office 2007 and later? Read More...
Did you know that you can find accessibility information about program features in the Help? Read More...
Creating form letters, documents, and contracts for clients can be time consuming, and using mail merge is limited by field availability in Word or Outlook. PracticeMaster’s Word Document Assembly is the solution! Word Document Assembly lets you instantly assemble documents that you frequently use. Read More...
Tabs3 Connect has been around for some time now, but what exactly is Tabs3 Connect, and what can it do for your firm? Tabs3 Connect is a Platinum feature that provides access to Tabs3 and PracticeMaster anywhere you can connect to the Internet. No apps to download, simply go to Tabs3Connect.com and log in using your phone, tablet, laptop, or other internet-enabled device. Access client and contact information, enter fees and costs, use Matter Manager, access your firm’s calendar, receive alarm notifications, send and receive eNotes, and download documents and e-mail attachments via Tabs3 Connect. On smartphones and tablets, you can tap to create a fee, and flick to scroll through a list. Read More...
Do you want to start charging sales tax, but don’t know where to start? Sales tax must first be enabled in Tabs3 Billing Customization. You can then optionally set up specific transaction codes and/or clients to automatically include sales tax when billed. You can also specify sales tax on an individual transaction. So how do you set all of this up? Read More...
You may work with multiple matters throughout the day, so how can you ensure that you are keeping an accurate account of how much time is spent on each task? Read More...
