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...
Firm information can change for many reasons, such as when you move, add partners, or the firm splits. Updating the software with your new information is important so that your firm is accurately represented on statements, checks, and more. Informing Tabs3 Software is also important so that information regarding changes to the software reaches you in a timely manner. Read More...
Did you know that some activities are logged in the software, such as when the software is backed up or restored? This information can come in handy when you want to determine when something happened and who initiated it. Read More...
We recently began journaling emails from clients into PracticeMaster. I have a large number of them from a specific client, and adding them one at a time will take longer than I’d like. Is there a way to journal multiple emails at one time? Read More...
