We are excited to announce that we will release Version 18 Beta for resellers on Wednesday, August 26th!

To get you ready, we will offer training over three days starting on August 24th.   You can see the schedule and sign up here: http://tabs3resellers.eventbrite.com.

Thank you in advance for helping with the pre-release of Version 18.  It’s going to be a great release.  Please let me know if you have any questions.

Scott Baird

P.S.  Don’t forget to recruit clients (especially firms that use GL and Trust) so that we can get Version 18 to market quickly.  Feel free to share the features in the What’s New List with individual clients and prospects. Once a client is ready, use this form (www.tabs3.com/prerelease) to sign them up or use the email template we created below.

 

Good morning,

Dan Berlin, the President of Tabs3 Software, just called to let me know I can include a few of my clients in the pre-release of Version 18, and I immediately thought of you.

Version 18 is full of solid enhancements, especially for firms with Tabs3 Financial Software. The reconciliation process in Tabs3 General Ledger Software (GLS) and Tabs3 Trust Accounting Software (TAS) has been completely redesigned to include fewer steps, and to be better. For example, if you happen to enter in the wrong payment date or clear a transaction by mistake, the new Undo Reconciliation feature makes it quick and painless to make corrections.

Here are some additional Version 18 highlights from the What’s New List that Dan sent me:

  • Import Bank Transactions – Save time by importing transactions downloaded from your bank’s website directly into Tabs3 General Ledger and Trust Accounting software. The software will automatically create “matched transactions” for you to review.
  • Automatic Trust Payments – Using settings you define, automatically create a payment from your client’s trust account when you generate your client’s statement. You can also combine trust transactions for easier reconciliation.
  • Enhanced Reconciliation – Easily enter Interest and Service Charge adjustments. The new Undo Reconciliation program lets you undo reconciliations performed in Version 18 or later.
  • Improved Fee and Cost Entry – Use the Fee Recap icon for a summary of fees entered for a timekeeper on a specified date. See which rate you charge when adding or changing a fee and cost entry in PracticeMaster, as well as when using the Convert to Fee feature.
  • Date-Based Reports – All period-based reports in Tabs3 Billing are now date based, which means they can be run for previous months, and no longer rely on advancing the current reporting month.

I hope you are interested in the pre-release of Version 18. If you are interested, just visit Tabs3.com/PreRelease for further instructions. If you are not interested, please let me know, so that I can offer this opportunity to another firm.

If you have any questions, please let me know.

Thanks,

(Your name)