Are you familiar with everything the Platinum version of the software offers? Read More...
You access sensitive client information on a daily basis, and may even have access to information that others in the firm do not. You know that maintaining client confidentiality is crucial, but who might have access to all of that data? Read More...
Various log files are maintained by different Tabs3 and PracticeMaster software products. These log files can be used as tools for troubleshooting errors and problems using Tabs3 and PracticeMaster software. Read More...
Do you have Access Profiles set up? Access Profiles help with security by controlling what functions each user can access in the software. Read More...
There are many shortcuts that can be used to help make entering data quicker, easier, and more convenient! Read More...
We routinely use the Accounts Receivable reports to see which of our clients are past due by a given number of days. However, I need to see how much is owed to a specific working timekeeper for that period. Is there a way I can get that? Read More...
If you don’t already use the Tabs3 Financial software, you may not realize the power of fully integrated software. Read More...
Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180). Read More...
