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Tag: Trust Accounting


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...


Accepting and managing credit card and eCheck payments from your clients has never been easier!   Read More...


Did you know that you can easily review past reconciliation reports when needed, right from the software?   Read More...


We have TAS and Tabs3 Billing integrated so that automatic payments are created in TAS when statements are generated. However, the tcode used is the same as the payments that we make directly into Tabs3 Billing. Can we use a different tcode for these automatic payments from TAS?   Read More...


We had two checks for the same amount on our reconciliation and accidentally marked the wrong check as cleared before finalizing. Is there any way we can go back and correct the reconciliation?   Read More...


Did you know that you can print checks right from the Accounts Payable Software (APS) and Trust Accounting Software (TAS) Dashboards?   Read More...


I want to see a list of all payments to FIRM in the last 3 months. Which report should I run for this?   Read More...


I went to print a check for the payee “Mark Jones c/o Edward Jones” and it printed “o Edward Jones Mark Jones c”. Is there any way to ignore the slash so that the name is printed correctly?   Read More...


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...