Backing up your firm’s data is the most important form of maintenance you can do, but many firms overlook this task. Backup prompts from within the software are skipped, and external backups are not regularly tested to verify they are working as expected. Often, this is simply due to not understanding the process. Read More...
Do you want to start charging sales tax, but don’t know where to start? Sales tax must first be enabled in Tabs3 Billing Customization. You can then optionally set up specific transaction codes and/or clients to automatically include sales tax when billed. You can also specify sales tax on an individual transaction. So how do you set all of this up? Read More...
Have you ever wondered how to make your statements stand out to clients? Have you wanted to add additional fields to your statements? You can do both by using Statement Designer! Statement Designer enables you to design custom letterhead, cover letters, statements, invoices, and envelopes. Read More...
Do you know how to restore from an incremental backup? Make sure you are familiar with the process of restoring before you need to do it. Incremental backups work by backing up the full dataset, and then only backing up those files that have changed from then on. Read More...
Did you know that you can quickly add an image to the top of your statements, such as your firm’s letterhead? You can always use Statement Designer to customize your statements, but if you simply want to use an existing bitmap image, this can easily be added to your statements by selecting the desired bitmap via Print Setup. Read More...
Did you know that you can import data into all of the Tabs3 and PracticeMaster software? Knowledge Base Article R11506, “Resources for Importing Data into Tabs3 and PracticeMaster Software,” provides a list of resources with information regarding programs that can be used to import data in Tabs3 and PracticeMaster software Read More...
