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Tag: Trust Accounting


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


I regularly need to use the same set of reports in PracticeMaster. Is there any way for me to organize them so they are quicker to locate?   Read More...


We have a new bank account and the check number they started us at is 2000. Is there a way to make sure TAS defaults the first check number to 2000?   Read More...


When entering a trust transaction, I just received the message “Warning: The name entered is not found in the Payee file.” I thought this payee was already saved. Why am I getting this and do I have to lose my changes in order to add them to the Payee file?   Read More...


If you don’t already use the Tabs3 Financial software, you may not realize the power of fully integrated software.   Read More...


We are looking for firms to provide early feedback on Tabs3 Version 2020.   Read More...


A new employee created a trust account under the wrong bank account number in TAS. Is there an easy way to fix this? We would prefer to not have to void or delete the trust transactions in order to recreate them on a new account under the correct bank account.   Read More...


I am performing our monthly reconciliation in Trust Accounting Software and I noticed that the description for a deposit just says “Secure Client.” Why is this?   Read More...


A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19!   Read More...


Once I have started printing reports, how can I cancel the print job if I need to?   Read More...


Although we used to print out checks individually, we have recently started printing checks in batches using the Print Trust Checks program. However, the checks are not being printed in order by Trust Account. Can this be changed?   Read More...


Our accountant wants to add a password to our reconciliation report PDFs as an additional layer of security. Is it possible to have a password added automatically?   Read More...


Did you know that software updates are included with maintenance at no additional charge? Our maintenance plan is best known for its first class technical support; however, there are more benefits to having maintenance!   Read More...


Ethics are an integral part of any business, but in the field of law they are especially important. Tabs3 and PracticeMaster work to ensure that your firm has the tools to maintain ethical walls in order to protect your clients and cases.   Read More...


Not only can you easily search for any actions, file, or report in the software via Search Actions, but you can also customize the Quick Launch pane to always show your most used actions and most accessed client matters!   Read More...


The Tabs3 and PracticeMaster software provides a wide range of reports, as well as documentation resources to help you get the most out of reports. Information on reports can be found in many places, so where should you look first?   Read More...


People rely on their credit cards more and more to pay for things like clothes, medical procedures, and legal services.   Read More...


I just ran some reports and realized that a payee’s name is incorrect. We need to change the name to the payee's legal name. How can this be accomplished?   Read More...


Is there any way to print out a duplicate stub when printing checks?   Read More...