Work-in-process reports can provide valuable insight into what can be billed to a client, as well as what will be owed once billed. These Reports provide detailed information about work-in-process transactions, along with client-related information. Read More...
Did you know that there are several ways of filtering your reports and statements so that you only see the data you want to see? Read More...
Creating report definitions for each of the reports your firm runs can help save considerable time, and taking advantage of Report Suites in Tabs3 saves even more time. When your firm prints the same set of reports every year, quarter, month, week, or semi-regularly, report suites offer a one-step option to printing out a predefined set of reports using the report definitions you already have set up. Read More...
Want to know if Platinum is right for your firm? Try out the Tabs3 and PracticeMaster Platinum software 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...
Is it time to review billing rates? The Client Rate Report allows you print a list of clients, along with their default billing rates. Read More...
You have a special font you downloaded for your firm to use for statements and reports. Although you print some statements and reports, you also e-mail PDFs of statements and reports to certain clients and third parties. However, did you know that that if the e-mail recipient doesn’t have that font installed, the font will be replaced by a different one? Read More...