Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more. Informing Tabs3 is also important so that information regarding changes to the software reaches you in a timely manner.
The main changes to firm information are made in System Configuration; however, other changes may also be necessary depending on your use of the software and are outlined below.
You can change your firm’s name, address, phone, website, and Federal ID # in System Configuration’s Firm Information window (File | Open | Firm). Changes to the firm’s name, address, Federal ID #, or phone will prompt you to print and send us a form with the changes. This is so that we can update our records.
Making changes to the Firm Information will automatically change the following information in the software:
Note: When a change to the firm name is made in the Platinum version of the software, all users must exit the Tabs3 software before the change will apply to the Tabs3 and PracticeMaster report headings or the TAS Payee of “FIRM.”
The following changes to statement information may need to be made in Tabs3 Billing for changes to your firm’s information.
In GLS, the Client Name field in the Edit GLS Client program (Utilities | Edit GLS Client) prints as a heading on all GLS reports.
In Tabs3 Remote, the firm name is saved in Customization (Utilities | Customization) and is printed as a heading on all Tabs3 Remote reports.
In TAS, you must change the FIRM payee’s information (File | Open | Miscellaneous | Payee tab) to reflect changes to your firm’s address and/or Federal ID #.
If your firm information changes, make sure you update all of the necessary areas to help make the transition smooth.
I was interested in the piece on updating firm information in System Configuration, as there is an error in our firm name that I have been unable to correct. Unfortunately the information in that article appears inaccurate. In our Tabs3 software (version 18.1), File/Open does not provide a "Firm" option, and I can not find such an option anywhere in the software.
The Firm Information window is accessed in System Configuration, which is a separate program from Tabs3 Billing. You can open System Configuration via your desktop shortcut, if present, or via the Application Toolbar from any of the Tabs3 software. The Application Toolbar is typically located on the right-hand side of the main window, and includes buttons for all Tabs3 software for which you have access rights. For more information about accessing System Configuration, press F1 while in the Tabs3 software and enter “System Configuration” on the Index tab.