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Tag: Trust Accounting


When previewing reports, you always get the best formatted view of the information for reading. However, when saving a report to an .html or .txt file, you may see different formatting or missing text. So how do you get better output?   Read More...


I want to import transactions from a different program into Trust. Is this possible?   Read More...


Want to see all of the new features in Version 2021?   Read More...


Drill-down capabilities provide the ability to quickly access data while previewing reports.   Read More...


I work in multiple Tabs3 Software applications throughout the day. Is there an easy way to switch between them?   Read More...


Version 2021 has some great new features we know you’ll want right away!   Read More...


Although this tax season looks a little bit different, Tabs3 E-file is here to help simplify your 1099 submission process!   Read More...


I need to transfer money from one trust account to another trust account. How do I record the process in the software?   Read More...


We had to hand write a check from a client's Trust account. How do we record that check in Trust Accounting?   Read More...


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...