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...
