Version 2021 has some great new features we know you’ll want right away!   Read More...


The Platinum edition of Tabs3 Software provides a multitude of benefits when working with reports. If reporting is important to your firm, take a look at the following reasons to upgrade now!   Read More...


Billing Q&A: Year-End Reports

January 2021    Tags: , ,
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We are preparing to perform our year-end procedures, but could you make any recommendations on what reports I should make sure that I run as part of those closing duties?   Read More...


We had one of our clients go missing in the system and want to look into a backup from before they were deleted. How can we identify when a client was deleted?   Read More...


Our accountant wants to make sure we are not holding on to any unallocated payments at the end of the year. What’s the best way to find unallocated payments up to the end of the year?   Read More...


I need a report that shows how much a client has paid and what remains uncollected, broken down by timekeeper. Is there a report that will provide me with that information?   Read More...


I need to see how much time one of my timekeepers billed and worked in the past two months. Which report should I run?   Read More...


I noticed I have a balance being carried forward from the Prior Fiscal Year in my Retained Earnings account. This is making the figures on my Balance Sheet not match the YTD Net Profit/Loss on my Income statement. How do I correct this?   Read More...


Do you want to keep track of who is logging in and out of Tabs3 Connect, who is getting locked out due to failed login attempts, or who is downloading documents and attachments?   Read More...


Quick Tip: File Definition Report

October 2020    Tags: ,
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Sometimes you want to see more information about a file, such as whether a field is set to be included on a Conflict of Interest report, or if History Tracking is turned on.   Read More...


Is there a way I can verify who I sent email statements to last month?   Read More...


I have been put in charge of configuring all users to synchronize PracticeMaster with Outlook. Some users are already configured but I don't have a list of who is and who isn’t. Is there an easy way to see who is already configured to synchronize PracticeMaster and Outlook without logging in as each user?   Read More...


KB Corner: Report Finder

September 2020    Tags: , ,
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Are you looking for a report with certain criteria, but not sure how to find it?   Read More...


Want to know if Platinum is right for your firm? Try out Tabs3 Platinum risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.   Read More...