New articles have recently been added to the Knowledge Base that you should check out.
R11918 – Importing Tabs3 CRM Leads in PracticeMaster
R11917 – Configuring and Using Tabs3 CRM
R11925 – Version 2023 Introduction to New Features
R11927 – Version 2023 Information & Resources
R11930 – Post Update Resources
R11919 – Configuring the Tabs3 Client Portal
R11921 – Troubleshooting the Tabs3 Client Portal
R11920 – Using the Tabs3 Client Portal
R11934 – Changing Banking Information in Tabs3 Software
R11926 – Version 2023 Frequently Asked Questions
R11928 – Third Party Integration Requirements (Ver. 2023)
R11923 – Tracking Check Requests
R11936 – Tabs3 CRM Resources
R11937 – Keeping Tabs3 Software Up To Date
R11939 – LexShare Resources
R11940 – Tabs3Pay Resources