Billing Q&A: Password Protect Email Statements

January 2023    Tags: , ,

We are starting to use the Email Statements feature but want to protect our client’s sensitive information. Is there a way to add more security to the statements that are sent?

Tabs3 Billing allows you to specify a password for the PDF statements sent via Email Statements for added security. The password can be unique for each matter and client.

To password protect PDF email statements

  1. In the Quick Launch, search for and select “Client Information.”
  2. Select the desired Client ID.
  3. On the Billing Preferences tab, in the Statement Delivery Options section, select the Use a password to protect PDF statements when emailed check box.
  4. Enter the desired password.
  5. Press Ctrl+S.

The next time you send an Email Statement, the client will be prompted to enter the password to open the PDF. For additional information about Email Statements and password security, see Knowledge Base Article R11913, “Emailing Tabs3 Billing Statements.”

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