Archive for category General

Version 2021 Videos

Our video crew keeps cranking out the good stuff!  New videos are available pertaining to Version 2021:

What’s New in Version 2021 (2:07)

Updating from Version 2020 to Version 2021 (1:18)

Updating from Version 19 to Version 2021 (4:05)

Visit our Version 2021 Training Videos page at: https://www.tabs3.com/trainingvideo/v2021/video.html.

Don Grady Retires

A friend has retired.  Don Grady with Business Assistants Inc. out of Spring Hill Florida has decided to hang up his Tabs3 pinwheel shirts.  He might still wear them on occasion, but it won’t be for work!  Don has chosen to spend his time with family, friends and loved ones.  We appreciate all of Don’s efforts supporting and selling Tabs3 and PracticeMaster over the years and will miss working with him.  Enjoy your retirement Don!

2020 Video Wrap-up

A new Version 2021 Training Videos page is available containing our most recent videos. One new video has been added, Tabs3 Software in 30 Seconds.

Below is a recap of videos posted since July:

Version 2021

  • What’s New in Version 2021 (2:07)
  • Updating from Version 2020 to Version 2021 (1:18)

All Software

  • Using QuickViews (3:40)
  • Tabs3 Software in 30 Seconds (0:31)

Tabs3 Billing

  • Working with Client Funds (4:55)
  • Using the Statement Manager (3:34)
  • Tabs3 Billing Overview (3:18)

PracticeMaster

  • Outlook Calendar and Contact Integration (4:08)

Tabs3 Financials

  • Working with Trust Transactions (3:12)
  • Printing Checks in Trust Accounting (3:34)
  • Printing Checks in Accounts Payable (4:03)
  • Working with Journal Entries (3:24)
  • Filing 1099s Quickly and Easily Using Tabs3 E-file (3:31)
  • Working with 1099s (4:34)—Includes all of the v2021 changes including the new Printer Setup button

Videos

A new video has been added to the Video Library.

Tabs3 Billing Overview (Tabs3 Billing, 3:17)

A change was made to the video below to include the recent IRS changes to Form 1099-MISC and Form 1099-NEC.

Easy Filing 1099s Using Tabs3 E-File (Tabs3 Financials, 3:05)

Added Training Videos

A few new videos have been added to the already impressive Video Library.

Outlook Calendar and Contact Integration (PracticeMaster, 4:08)

Using QuickViews (Tabs3, 3:40)

Other videos are in the works but if you have a suggestion please let our video crew know by emailing [email protected].

Sunset of Version 18

As of June 15th 2021 we will no longer support Version 18 of Tabs3 software.  We will begin the notification process by announcing it in this month’s newsletter.  Those receiving it via email got the notification on October 6th while others will see the newsletter popup reminder on or after the 15th.

Please inform clients using Version 18 that they will need to update in order to receive support after the sunset.  Use the data in your QBR to determine who these firms are to generate sales and billable work.

Users of Version 18 will be reminded of this change when they speak with a Technical Support Representative.  Please contact Client Services or [email protected] for update pricing information.

Forum Picture

Britt Lorish Shares Her Wisdom

More New Videos

Three new videos have been added to the Video Library:

Working with Client Funds (Tabs3 Billing, 4:55)

Printing Checks in Accounts Payable (Tabs3 Financial Software, 4:03)

Working with Journal Entries (Tabs3 Financial Software, 3:24)

Don’t be shy, be the first to recommend a video for us to create!  Send your thoughts to [email protected].  If we use your suggestion I just may give you a shout out on eNews.  What could bring more notoriety than being mentioned on eNews?

Latest Videos

Two new videos are now available in our Video Library.

Working with Trust Transactions

Printing Checks in Trust Accounting

Email [email protected] with suggestions for future videos.

Statement Manager

You were recently notified of the new Statement Manager feature found in Tabs3 Billing.  This feature is definitely eNews worthy.

As you know, the Statement Manager is now available in Version 2020 Pre-Release.  Anyone that is already on Pre-Release can simply Check for Updates to obtain it.  Firms not already on Pre-Release should visit Tabs3 Pre-Release Program for signup instructions.  Be sure to check out the new Statement Manager Video if you haven’t seen it already.

Make sure you’re up to speed with all the latest features to best support your customers.  All Certified Consultants should be taking part in Pre-Release!  Let Joe know if you have questions about this process.  Also, if you have questions regarding Pre-Release features you can contact the Pre-Release Support Team at (402) 419-2219 or [email protected].