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Tag: Trust Accounting


Did you know that you can drag files other than those generated via Tabs3 and PracticeMaster software into the DropBox? This can really come in handy when you are e-mailing multiple files of mixed origins to clients, co-workers, or other third parties; when you want to save related items together in a mutual location; and more.   Read More...


The end of the year can be a busy time for any firm. One of the areas that firms will need to address in the coming months is the filing of IRS 1099-MISC forms.   Read More...


Backing up your firm’s data is the most important form of maintenance you can do, but many firms overlook this task. Backup prompts from within the software are skipped, and external backups are not regularly tested to verify they are working as expected. Often, this is simply due to not understanding the process.   Read More...


Do you know how to restore from an incremental backup? Make sure you are familiar with the process of restoring before you need to do it. Incremental backups work by backing up the full dataset, and then only backing up those files that have changed from then on.   Read More...


Did you know that you can import data into all of the Tabs3 and PracticeMaster software? Knowledge Base Article R11506, “Resources for Importing Data into Tabs3 and PracticeMaster Software,” provides a list of resources with information regarding programs that can be used to import data in Tabs3 and PracticeMaster software   Read More...