Version 2024 has some great new features to check out!
Tabs3 Platinum Software Highlights
- Added the ability to link your Tabs3 User ID to your Windows user account. Once you log into Windows, you can launch Tabs3 Software without having to enter another password. This allows you to use the Windows login security to ensure that only the associated user can access Tabs3 Software. (Requires Platinum SQL and an Active Directory Domain Server)
- Improved performance when refreshing or rebuilding PracticeMaster search indexes.
- Added the ability to schedule PracticeMaster search index rebuilds.
- Added the option to send an email notification when a search index rebuild fails or succeeds.
- Added the ability in PracticeMaster to rebuild the Conflict/Contact index file (used for Conflict of Interest Searching) while other users are in the software.
- Simplified the process of managing SQL ODBC access rights for users.
Tabs3 Billing Highlights
- Added new configuration options for Tabs3Pay payment links and request trust deposit links:
- Added the ability to specify if overpayments are allowed.
- Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
- Made multiple improvements to the Tabs3 Billing Matter Manager:
- A final statement can now be updated by clicking the “1” badge in the Work-in-Process tile.
- Added a Perform Split Billing link to the Take Action pane. This link is only displayed when viewing the main Split Billing client.
- Added an Adjust Flat Fee Amount link to the Take Action pane. This link is only displayed when viewing a Flat Fee client.
- Added NetDocuments integration, allowing client information to be pushed to NetDocuments. This feature requires PracticeMaster Basic.
PracticeMaster Highlights
- Added the ability to synchronize event attendees from Outlook to PracticeMaster (when using the Microsoft 365 Exchange Connector).
- The Document Search index no longer needs to be rebuilt when a Renumber Client or Change Key Type is performed.
- Added the ability to select specific Journal record types when running a Conflict of Interest Search.
Tabs3 Trust Accounting Highlights
- Added new Positive Pay configuration options to support Wells Fargo Bank.
- Added new configuration options for Tabs3Pay payment links and request trust deposit links:
- Added the ability to specify if overpayments are allowed.
- Added the ability to specify if payments can be made by Credit Cards and/or eChecks/ACH.
Tabs3 Accounts Payable Highlights
- Added new Positive Pay configuration options to support Wells Fargo Bank.
Tabs3 Taskbill
- Added an option to export invoice attachments from Tabs3 Accounts Payable (AP) for costs included on a statement.
For in-depth information on all of the new Version 2024 features, including screenshots, refer to Knowledge Base Article R11947, “Version 2024 Introduction to New Features.” A list with links to all Version 2024 information can be found in R11949, “Version 2024 Information and Resources.”
To download Version 2024, check for updates via the Quick Launch by searching for and selecting “Check for Updates” or via the Help | Check for Updates menu option, or contact your local consultant.
Did you know that law firms who accept credit cards get paid sooner and collect on more billable work than firms that don’t?
With Tabs3Pay, accepting and managing electronic payments has never been easier for your law practice! Not only can you accept credit cards and electronic checks, but you can manage separate trust and operating accounts, and securely store payment information for future use. Additionally, by including a payment link in email statements, your clients can easily enter payment information through the secure Tabs3Pay portal.
Watch this six-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
Tabs3 Trust Accounting (Trust) is designed to help your firm keep track of the trust accounts you manage.
- Trust tracks an unlimited number of client trust accounts, and can warn you when an account goes below a minimum balance.
- You can print checks, record manual checks, record electronic funds transfers (EFTs), record deposits, reconcile your bank account in the software, and track your trust transactions through a variety of reports.
- The 3-Way Reconciliation Report helps you stay compliant when balancing your accounts. Not only that, but Tabs3 Trust Accounting has a wide range of reports that can be customized to fit your needs.
- Using the Tabs3 Trust Accounting Dashboard, you can easily stay on top of your Trust Account bank balances and quickly monitor any recent activity at a glance.
- Trust Accounting includes a Positive Pay Export program that allows you to export a list of all approved checks that can then be uploaded to your bank or financial institution’s fraud prevention program.
- The best way to accept credit card deposits for your firm is with Tabs3Pay. Securely make credit card or ACH deposits directly through Trust.
Trust provides seamless integration with Tabs3 Billing, PracticeMaster, Tabs3 Accounts Payable (AP), and Tabs3 General Ledger (GL).
- In Tabs3 Billing, trust balances can be shown in the Matter Manager and on work-in-process reports, trust transactions or balances can be shown on billing statements, and payments made to your firm from a client’s trust account can automatically generate a payment.
- Firms using Tabs3Pay can email a request to replenish the Trust balances at any time, giving clients a link to replenish their funds right away.
- In PracticeMaster, trust balances are shown as part of Matter Manager’s Billing Summary.
- In the Platinum edition, check requests can be created in PracticeMaster and sent to Trust.
- You can upload 1099 information to Nelco’s portal to make producing and sending 1099s a snap. Alternatively, IRS 1099 Forms (1099-MISC or 1099-NEC) information can be printed in Trust or be combined with AP 1099 information.
- Payments to the firm from Trust can create journal entries in GL. Additionally, accrual entries for Trust bank balances can optionally be posted in GL.
Trust accounting regulations require strict adherence. Tabs3 Trust Accounting provides peace of mind with the tools to help your firm manage your trust accounts. For more information, contact your local consultant, or contact our Sales Department at sales@tabs3.com.
Your clients use credit cards, and accepting payments from them has never been easier for your law practice. With Tabs3Pay features such as easy invoicing, next day funding, scheduled payments, surcharging*, and more, all within Tabs3 Software, you can make payments effortless for your clients and get paid faster. Tabs3Pay setup is quick and hassle-free. And because credit card processing fees can impact your firm’s profitability, we offer surcharging as a cost-saving solution.
With Tabs3Pay you can:
- Accept credit cards and electronic checks within Tabs3 Software.
- Reduce credit card expenses with optional surcharging – process unlimited credit cards for as low as $50.
- Manage separate trust and operating accounts from Tabs3 Software.
- Securely store payment information for future use.
- Email an invoice with a secure payment link.
- Schedule future and recurring Tabs3Pay payments.
- Request Trust replenishment.
Other Benefits Include:
- Get paid faster.
- Eliminate manual errors.
- Save time and collection hassles.
- Certified PCI compliant and secure.
To sign up for Tabs3Pay
- In the Tabs3 Billing or Trust Quick Launch, search for and select “Tabs3Pay Web Portal.”
- Click the Let’s Get Started button.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
*Surcharging laws vary by state and are subject to change. Always check with your local bar association for the most updated information.
Do you want to accept credit cards, but aren’t sure where to start? Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” provides information regarding using Tabs3Pay for electronic payment processing. Included in this article are questions regarding getting started, using and setting up credit card processing, integration, and online payments.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
Did you know that Tabs3Pay can help you get paid faster? Accepting credit cards helps make it easier for clients to pay their bills. Sign up directly from Tabs3 Billing or Tabs3 Trust Accounting; in the Quick Launch, search for and select “Tabs3Pay Web Portal.”
With Tabs3Pay, you can:
- Manage separate trust and operating accounts.
- Securely store payment information for future use.
- Accept credit cards and electronic checks, all from within Tabs3 Software.
- Include a payment link in email statements, allowing your clients to easily enter payment information through the secure Tabs3Pay portal.
- Include trust replenishment request links with email statements or generate email requests directly from the Tabs3 Billing Matter Manager using Request Trust Deposit.
- Schedule future or recurring payments for clients.
- Take advantage of the Surcharging feature, allowing you to minimize the expense of processing fees.
To learn more about Tabs3Pay, visit Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions,” or R11869, “Configuring Tabs3Pay.”
As more law firms switch to paperless environments, emailing statements can be a great solution for reducing your office paper needs while adding convenience for your clients!
The Email Statements Overview video walks you through the process of setting up email templates, changing statement delivery options for your clients, and reviewing emails before they are sent. If you use Tabs3Pay, you can also see how to include payment and trust request links in your emails, which makes it easy for your clients to pay.
Watch this four-minute video here:
Training Videos can be accessed at Tabs3.com/videos. You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”
You can now schedule a future-dated payment or series of payments from within Tabs3 Billing and a future-dated trust deposit or series of trust deposits from within Trust Accounting that will automatically process via Tabs3Pay. This allows you to get paid on a specific date, even when you’re not in the office. Additionally, recurring payments are a convenient way of providing a simple payment plan for your clients. Once the payment is processed, it will be displayed in the Tabs3 Billing Import Online Payments window for import.
In Tabs3 Billing, the Schedule Payments window can be accessed via the Quick Clicks pane in Matter Manager or Statement Manager, a toolbar button in Payment Entry, or in the Quick Launch pane by searching for and selecting “Schedule Payment.”
In Trust, the Schedule Payments window can be accessed via a toolbar button in Trust Transaction Entry, 
or in the Quick Launch pane by searching for and selecting “Schedule Payment.”
Note: Managing scheduled payments is performed in the Tabs3Pay Web Portal.
With a 72-year record of providing smart, creative, and effective legal guidance to their Washington community, the time was right for the firm’s billing and payment processing solution to evolve once more.
Hanson Baker wanted to create an effortless billing experience for clients by emailing invoices to clients and accepting online credit card payments. Finding a processor with transparent rates that integrated easily with their current software and workflows proved challenging, so the firm turned to Tabs3 Software.
As long-time Tabs3 Software users, they enjoyed Tabs3’s excellent software support and the many features available to them through PracticeMaster, such as the matter manager and dashboard. With affordable fees, transparent pricing, and the ability to attach payment links directly to their emailed invoices, Tabs3Pay was a natural choice.
To help with implementation, Hanson Baker worked with software consultant Christina Cline of C.R. Cline and Company. As a certified Tabs3 consultant, Cline was able to guide Hanson Baker through the implementation process and address potential hang-ups. With her oversight, adopting Tabs3Pay went off without a hitch.
Now, Hanson Baker’s clients enjoy a modernized, reliable payment process – and the firm saves time with smoother invoicing workflows. Not only has Hanson Baker seen improved cash flow due to shorter payment processing times with Tabs3Pay, but the need for collections has also declined.
Hanson Baker appreciates Tabs3Pay’s straightforward pricing and low processing fees, as well as usability features like the ability to print receipts after the fact. They’ve also benefited from Tabs3Pay’s integration with Tabs3 Software, reducing errors from manual input and wasted time from double data entry.
Cline reports that Tabs3 Software’s long record of excellent service is another reason Tabs3Pay was the right choice for Hanson Baker. “Tabs3 has been around for a long time,” Cline says, “Their support is in Lincoln, NE. You’re going to have your problem resolved. When you purchase Tabs3 and get it up and running, you’re not left to flounder.”
If you’re a current Tabs3 Software user and want to improve your firm’s billing and payment workflows, Tabs3Pay could be the solution. Tabs3Pay is designed to offer streamlined, trust accounting-compliant payment processing for law firms while integrating seamlessly with other Tabs3 Software applications. For more information, call (402) 419-2200, email sales@tabs3.com, or visit Tabs3.com.
Tabs3 Billing includes the ability to insert a personalized link or button to Tabs3Pay in your email templates used for emailing statements and sending trust deposit requests. These links can then be used by your clients to pay their bills or make trust deposits directly via credit/debit card or electronic check. Those payments and trust deposits can then be imported into Tabs3 Billing using the Import Online Payments program.
Knowledge Base Article R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits,” guides you through the steps necessary to include payment links in your Email Statements and import any payments you receive.
Our Knowledge Base can be accessed at support.Tabs3.com. You can also access our Knowledge Base in the Quick Launch by searching for and selecting “Knowledge Base.”
When it is time for a client to replenish a trust account, use the new Request Trust Deposit feature! Enter the amount requested and select the corresponding IOLTA account. Tabs3 Billing then creates an email message with an embedded payment button. Review the message and send it to your client.
Your client receives the message, clicks the Make Trust Payment button, and funds the trust account by ACH bank transfer or credit/debit card.
Request Trust Deposit is powered by Tabs3Pay, the secure online payments platform built into Tabs3 Billing and Trust Accounting.
Note: The Trust Request feature requires Tabs3 Billing and Trust Accounting Version 2022 (Build 22.2.3) and later. Including a Make a Trust Payment button in a trust request requires a Tabs3Pay merchant account configured in Tabs3 Billing and Trust Accounting. For additional information, see KB Articles R11869, “Configuring Tabs3Pay,” and R11905, “Requesting and Importing Tabs3Pay Online Payments and Trust Deposits.”
Tabs3Pay now offers surcharging! Help your firm save on expenses while still providing clients the option to pay by credit card. While processing fees are normally paid by the firm, with surcharging, credit card fees are passed on to the cardholder instead. Only credit card transactions (Visa, Mastercard, American Express, Discover, etc.) are subject to surcharging. Processing fees for debit card and ACH (eCheck) transactions continue to be paid by the firm.
Tabs3Pay surcharging has the following requirements:
- Your firm must have Version 2022 (Build 22.1.8 or later) installed.
- You must verify your state allows surcharging.
- You must notify your clients and credit card company 30 days prior to surcharging.
- You must enable surcharging for all clients.
If you have not yet signed up for Tabs3Pay, simply update to Version 2022 (Build 22.1.8 or later) and sign up (in the Quick Launch, search for and select Tabs3Pay Web Portal). The option of enabling surcharging will be included in the signup process. If you are already using Tabs3Pay, contact Tabs3 Support at 402-419-2210 for assistance with enabling surcharging on your existing account.
For more information on Surcharging, see the Surcharging section of Knowledge Base Article R11871, “Tabs3Pay Frequently Asked Questions.”
Are you ready to get paid faster? Using Tabs3Pay, accepting credit card payments has never been easier for your law practice!
With Tabs3Pay, you can:
- Manage separate trust and operating accounts.
- Securely store payment information for future use.
- Accept credit cards and electronic checks, all from within Tabs3 Software.
- Include a payment link in email statements, allowing your clients to easily enter payment information through the secure Tabs3Pay portal.
Best of all, Tabs3Pay provides simple pricing for all credit card types, which means that no matter what type of card is used, the same low fixed rate will be applied. There are no monthly fees or other charges.
Ready to take the next step? Tabs3Pay’s hassle-free setup means that you can begin accepting payments on the same day that you sign up. You can sign up and enable Tabs3Pay right from Tabs3 Billing or Tabs3 Trust Accounting (Trust)! Just have your law firm’s EIN number (Tax ID), the account and routing numbers for your bank accounts, and an estimate of your processing amounts ready.
To sign up for Tabs3Pay
- From the Reports tab, point to Credit Card and select Tabs3 Web Portal.
- Click the Let’s Get Started button.
Note: This feature is available in Version 2021 (Build 20.5) and later.
For more information on signing up for and configuring Tabs3Pay, see Knowledge Base Article R11869, “Configuring Tabs3Pay.”
