Archive for category General

New Videos

Jul 20

Posted by Joe Abler in General | No Comments

A few more videos have been added to our already impressive video library:

Intro to Word Document Assembly (PracticeMaster, 2:27)

Paying a Vendor (Tabs3 Financial Software, 3:50)

Statement Manager (Soon to be in Tabs3, 3:50)

I just spoke with a woman this week who raved about our videos so make sure your prospects and customers are aware of them.

Our video gurus are always looking for suggestions. Email them at [email protected] with your brilliant ideas! Check out Tabs3 and PracticeMaster Training Videos to see all video content.

New Feature – Exporting Statements for State Farm Cluster Billing

Jun 17

Posted by Joe Abler in General, PR / Announcements | No Comments

A new feature is now available in Tabs3 Taskbill allowing firms to export statements for State Farm Cluster Billing. Please review R11583 in the Knowledge Base for complete details. Firms on maintenance wishing to obtain this new feature should go to Help | Check for Updates. Contact a Technical Support Representative if you have questions.

New Installation Wizard

May 28

Posted by Joe Abler in General, PR / Announcements | No Comments

We recently released a new installation wizard to assist users installing Tabs3 Software. The installation wizard makes it easier to setup new systems eliminating the need to customize each product. When new products are added the wizard will only ask relevant questions specific to the product being added. Expect to see the helpful new wizard on your next new install!

Still More Videos!

May 20

Posted by Joe Abler in General, Marketing | No Comments

Numerous videos have been added to our documentation since the release of Version 2020 and our awesome video crew recently added new goodies to the cookie jar. You might be surprised how much a prospect or user can learn about a feature or function by simply viewing a video. Be sure you’re familiar with what’s available by visiting Tabs3 and PracticeMaster Training Videos.

Hosting with ProCirrus – (Getting Started, 2:27)

Utilizing the Outlook Toolbar Plug-in (Using PracticeMaster, 3:19)

Reviewing Pre-Bills Digitally (Statements, 4:07)

Working with eNotes (Using PracticeMaster, 3:01)

Do you have an idea for a new video? Send an email to [email protected].

Updated Tabs3 Billing Client Manager Video

May 1

Posted by Joe Abler in General | No Comments

We’re excited about the new facelift being given to the Tabs3 Billing Client Manager, now called Matter Manager. This feature has a great new look and provides much added functionality and usability. It allows users to view relevant information for each matter at a glance, perform common tasks and run reports, all from one location.

If you weren’t able to attend the recent demonstration that included the new Matter Manager, be sure to take a few minutes and view the video:

Using the Matter Manager (3:32)

Click here for additional information and screenshots.

The new Matter Manager is presently available in Pre-Release. Additional features will be added to Pre-Release throughout the summer and we’ll continue to update you when they become available.

See the New Features Available in Pre-Release article recently posted for details on signing up for Pre-Release.

Collaboration Database Reminder

Apr 14

Posted by Joe Abler in General | No Comments

I would like to remind everyone about our collaboration database that many of you have contributed to. This database contains numerous consultants who offer a wide variety of specializations including Tabs3 and PracticeMaster, accounting, 3^rd party integrations, Outlook, SQL assistance, knowledge about competition, and much more. If you’re not already familiar with your peers in our consultant channel and would like expert knowledge in a specific area, we’re happy to connect you.

Tabs3 Transporter Testing

Apr 2

Posted by Joe Abler in General | No Comments

Recently you were notified that we were updating the Tabs3 Transporter. This update will allow customers to convert from Timeslips Version 2017 and newer. Previously this utility program was limited to converting only versions 2016 and prior.

Testing is in its final stages and we are ready to put it to work. The Transporter is very much looking forward to rescuing Timeslips data! We would love to hear from you. If you have a Timeslips customer running version 2017 or newer that is interested in converting to Tabs3, let us know. For a limited time, we’ll do the conversion in-house, and do it for free! If you have questions or are interested in a conversion, contact [email protected]. We are still running the 15% off discount (limit $150) for Timeslips users.

Forum Changes and Working From Home Information

Apr 1

Posted by Joe Abler in Forum, General | No Comments

Like many of you, we are making changes to cope with present-day adversity and all of the challenges that come with it. Nearly all of our employees are working from home, including Sales and Technical Support staffs. This has presented its share of challenges, but we are up for the task and doing our best to maintain the quality of service you’ve come to know. We appreciate everyone’s patience and understanding during these unprecedented times.

As you know, we’ve rescheduled the Forum for Thursday and Friday, September 10^th & 11^th with a CosmoLex deep dive scheduled early to mid-afternoon on Wednesday September 9^th. A President’s Circle member meeting will also take place on Wednesday late in the afternoon.

Consultants and customers were notified of a new resource available called Working From Home. It covers options such as Tabs3 Connect, remote access software, hosted solutions, etc. This document also includes videos for Remote Access Overview and Working with Tabs3 Connect. This is great to share with customers and prospects alike. A link to it can also be found from a new banner located on top of the Tabs3 Homepage.

New Feature!

Apr 1

Posted by Joe Abler in General, PR / Announcements | No Comments

Due to an influx of interest from customers wanting the ability to export client lists containing email addresses from Tabs3, we’re now including the email field automatically when users select the “Export As” radial button from within Client Labels. Many firms wanted to communicate information about COVID-19 using bulk emailing. This feature can be found in version 20.1.8.917 and later. For additional information, visit Knowledge Base Article R11845, “Exporting Email Addresses from Tabs3 Software.”