We have matters for which we only want to charge up to a set amount or set a limit for the total hours worked. Is there a way for Tabs3 Billing to notify us if we will exceed these limits? Read More...
When it is time for a client to replenish a trust account, use the new Request Trust Deposit tool! Read More...
Finding that perfect report can be so satisfying! When it comes to tracking your clients’ billing and payment history, the Client Ledger Report has it all! Read More...
Do you need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options program! Read More...
One of the matters in Tabs3 Billing requires me to select the Release To Bill check box every time I want to print a statement for them. Why does this check box keep getting cleared? Read More...
From taking notes about an upcoming meeting, to storing emails, to recording details about a phone conversation, PracticeMaster Journal records are essential for managing your clients and contacts on a daily basis. Read More...
I would like to send my client's statement not only to my client, but to an additional party as well. Is there a way to have two different email addresses for the same statement? Read More...
You meet up with a client away from the office, they want to write a check for what they owe, but you don’t have the balance due with you. What do you do? Simply log into Tabs3 Connect, and have the amount in a matter of seconds! Read More...
We want to generate a list of all active clients for whom we haven't entered any fees or costs in the last six months. Is there a report that will give us that information? Read More...
You’re away from the office and need to review an email that was sent regarding a client, but trying to find it in Outlook on your phone or tablet can be cumbersome and time consuming. Tabs3 Connect can get you what you need faster! Read More...
We have our first client that needs to have a finance charge assessed. How do we configure this? Read More...
