Feature Article: NetDocuments

September 2019    Tags: , ,
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PracticeMaster now directly integrates with NetDocuments cloud-based document management service! Clients added or modified in PracticeMaster, Tabs3, or Trust Accounting are automatically synchronized to NetDocuments.   Read More...


Transferring and replicating fees and costs just got easier in Tabs3 Billing! With the release of Version 19.1.11, two new buttons have been added to the Fee and Cost Entry windows, allowing you to quickly transfer or replicate an entry.   Read More...


Quick Tip: Release Notes

September 2019    Tags: ,
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As of Version 19, we are releasing additional enhancements throughout the release cycle by posting interim release updates instead of only when a brand new version is released.   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...


In Version 19, the Apply Payments to Multiple Matters feature has been enhanced to provide greater control when allocating payments among multiple matters for the same client!   Read More...


Did you know that you can write all matters for a client up or down at the same time?   Read More...


Did you know that you can configure Tabs3 Billing reports to start each sort on a new page?   Read More...


Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180).   Read More...


Did you know that the language used on statements can be customized? The Terminology tab of the Statement Customization program provides 77 terms that can be changed – including the Amount column, which is new for Version 19.   Read More...


Did you know that you can now run your Accounts Receivable Reports for historical data? We recently added an option to the Detail and Summary Accounts Receivable Reports for Version 19 Platinum systems that will print accounts receivable balances as of a specific date.   Read More...


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


Do you want to get paid faster? Get paid quickly and securely by providing an online payment option to your clients!   Read More...


We received a refund for a cost we paid on behalf of a client. How do we credit that money back to our client, and what if they’ve already paid us for it?   Read More...


I need to make some edits in the Client File, and am using the Client List to see which clients need the changes. Is there any way I can view the Client List alongside the Client Information window so I don’t have to jump between the two windows?   Read More...


Not all software companies are the same. There are many companies that release new versions of their software with minimal testing. Some companies may not even have a department that does formal testing of software enhancements, and instead rely on their customers to report any problems. Tabs3 and PracticeMaster software is different.   Read More...


Version 19 has just improved how you look at your worked hours. In both Tabs3 and PracticeMaster, a new graphical Recap of Hours replaces the Fee Recap window. The Recap of Hours has also been added to Tabs3 Connect.   Read More...


Did you know that PracticeMaster integrates with several third-party programs? This integration provides the ability to add emails to PracticeMaster as Journal records and documents as Document Management records. Fee and Calendar records can be also be added or edited.   Read More...


Occasionally, we write checks to pay for business expenses that we cannot bill to a client; however, the Tabs3 Cost Entry window is still shown when we save these invoices. Is there a way to suppress this window when I’m paying for something that will not be reimbursed?   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...