You can now configure Tabs3 Billing to email statements using a Microsoft 365 account with an Exchange Online server. This new sending option allows you to send statements without the need to install Outlook on the workstation or configure SMTP access. Read More...
I'm sending out email statements to my clients, but I also need to include a cost schedule from a vendor showing their charges. How can I attach an additional file to my email statements? Read More...
As more law firms switch to paperless environments, emailing statements can be a great solution for reducing your office paper needs while adding convenience for your clients! Read More...
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? Read More...
Did you know that you can email statements to your clients? Read More...
Tabs3 Billing includes the ability to insert a personalized link or button to Tabs3Pay in your email templates used for emailing statements and sending trust deposit requests. Read More...
When it is time for a client to replenish a trust account, use the new Request Trust Deposit tool! Read More...
