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Tag: Trust Accounting


When was the last time you backed up your Tabs3 and PracticeMaster data and tested the viability of your backup? If your firm had to restore from a backup right now, would any data be lost? Regular backups are critical for your firm to make and maintain properly.   Read More...


As your firm deals with the spread of COVID-19, we want to help you prepare to work from home.   Read More...


While in PracticeMaster, I received a message and accidentally selected the “Do Not Show Again” check box. Is there any way to get the message back in case I need to select a different option next time?   Read More...


Beginning in Version 2020, you can now select whether you want the Newsletter Reminder window to pop up each month or not!   Read More...


Network and hardware failure can cause data corruption in any firm, regardless of preventative measures. Auto-Recovery helps provide peace of mind when faced with these issues.   Read More...


Thinking about purchasing a license for our Trust Accounting, Accounts Payable, and/or General Ledger software, but not sure what they offer? Take a quick tour!   Read More...


We’ve added the ability to open the Three-Way Reconciliation Report via the TAS Dashboard!   Read More...


I need to void a check that is a combined trust transaction. However, when I try to void it, it shows a Voided result of 0. How can I void the combined trust transaction check?   Read More...


We have a client that has multiple matters. One of the matters has completed its work, but has excess trust monies. The client has authorized moving the money to another trust account. What is the best way to perform this transfer?   Read More...


Beginning with Version 2020, Tabs3 Billing and Trust Accounting Software (TAS) supports integration with LawPay for electronic processing of payments, client funds deposits, and trust deposits.   Read More...


If you haven’t updated to Version 2020 yet, you are missing out on some great new features!   Read More...


Want to be able to quickly tell if the software is up to date?   Read More...


In Version 19, we added a dashboard to PracticeMaster. In Version 2020, we added dashboards to Tabs3 Billing, Trust Accounting, Accounts Payable, and General Ledger!   Read More...


Want to see all of the new features in Version 2020?   Read More...


Trust Accounting Software (TAS) and Accounts Payable Software (APS) now support Positive Pay!   Read More...


Trust Accounting Q&A: Combining Payees

January 2020    Tags: ,
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When we generated the 1099 Report, we discovered a duplicate payee. Is there a way to combine the duplicates?   Read More...