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...
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...
Ready to take the next step in customizing PracticeMaster to fit your practice? We’ve got the solution you need! Read More...
If you need to report on fees, costs, or payments, the Transaction File List or Task Code Billing Report is your answer. Read More...
What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks. Read More...
