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Tag: Trust Accounting


The New Year is once more upon us! Get a head start on reviewing year-end procedures so you’re not scrambling to get everything done at the last minute.   Read More...


Tabs3 Software occasionally links to external files that can contain sensitive information, such as contact information, bank balances, or payment information. Some firms will restrict access to those files by setting the access rights on the folders where those files are maintained to prevent access by users who do not require such information.   Read More...


In Version 2020, multiple improvements have been made to the Lock Out All Users feature (File | Lockout All Users). This feature can be useful when you want to keep others from logging in while you perform maintenance.   Read More...


The IRS changed several requirements for 1099-MISC and 1099-NEC submissions for tax year 2020. Stay up-to-date on how these changes affect Tabs3 Software!   Read More...


Have you started using the great new navigation features, or are you still using Task Folders?   Read More...


Did you know that the autofill feature allows you to type in certain fields in order to quickly find what you’re looking for?   Read More...


Is it possible to combine multiple Trust checks into a single transaction to make the reconciliation process easier?   Read More...


We need to set up a new Bank Account in Tabs3 Trust Accounting. What do I need to do to make sure payments to firm integrate with Tabs3 Billing?   Read More...


The IRS is changing the layout of Form 1099-MISC for the 2020 tax year. Additionally, Form 1099-NEC is being added to replace Box 7 on Form 1099-MISC.   Read More...


Want to know who backed up the data last and when, or who restored it? You can easily confirm who performed these actions and many more.   Read More...


On my statements, the trust account section displays “Trust Fund Balance,” but I want it to display “Your retainer balance is” instead. How can I change the terminology for the Trust section of my statements?   Read More...


I recently ran the Trust Account List and discovered that there are some trust accounts with Unpaid/Pending Transactions. Is there a quick way to determine what these transactions are?   Read More...


We have just added several new features! Use the Check for Updates feature (Help | Check for Updates) to make sure you are running the most recent release of Version 2020.   Read More...


Are you planning on purchasing a new server, or moving from one computer to another?   Read More...


Tabs3 Financial Software is the best accounting solution for your law firm because it is specifically designed to meet the accounting requirements of law firms.   Read More...