Tabs3 Trust Accounting (Trust) is designed to help your firm keep track of the trust accounts you manage. Read More...
We have a field that always needs to be filled in when a new matter is added in PracticeMaster. Is there a way to force users to populate the field before saving? Read More...
Besides the many reports included in Tabs3 Software, you have several options for creating your own custom reports. Read More...
When a document needs to be reviewed, how is it passed around the office? Is it printed and handed out, or maybe sent via email to everyone for commentary? There is an easier way – use eNotify to send everyone a link to the PracticeMaster record! Read More...
Is there a way to enter a specific date to see what events or tasks have been entered on the calendar? Read More...
The Microsoft 365 Exchange Connector has been enhanced in PracticeMaster Version 2023 so recurring events created in Outlook will synchronize with the PracticeMaster calendar. Read More...
Is there an easy way to create document management records for files directly from File Explorer? Read More...
A Check Requests feature is now available in PracticeMaster, which allows users to add a check request for payment on behalf of a client or a work expense. Once the request is approved, users in Tabs3 Accounts Payable or Trust Accounting can create an invoice and generate a check or electronic funds transfer (EFT). Read More...
The Tabs3 Software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first? Read More...
