Tabs3 logo shirts are now available to order. They are perfect attire for trade shows, meetings with potential customers, or the upcoming Forum! Each item is embroidered with our logo. In addition to logo shirts, various accessories are available such as blankets, drawstring bags, and more. Follow the link below for options. To purchase, simply email your order to [email protected] no later than August 10th.
Archive for category Marketing
New Training Videos
Jun 30
New videos have been added to our Training Video Library.
5 Reasons Firms Need CRM (Overviews, 3:01) – See how Tabs3 CRM can help grow your business by turning leads into clients.
General Ledger Reconciliation (Tabs3 Financials, 3:33) – See how Tabs3 General Ledger makes it easy to reconcile your bank and credit card statement!
Contact our Video Team at [email protected] if you have video suggestions.
New Training Videos
Feb 7
New videos have been added to our Training Video Library.
Introducing Tabs3 CRM (Overviews, 1:24) – Streamline your intake process with Tabs3 CRM, where you can track leads, grow prospects, and gain clients.
Sending and Requesting Files with LexShare (Documents, 4:13) – See how easy it is to send and receive files using PracticeMaster’s integration with LexShare.
Stay tuned for other new videos as we roll out Version 2023 features! Let our Video Team know at [email protected] if you have video suggestions.
New resources are available for you, clients, and prospects to learn more about added features:
Training videos have recently been added to our Version 2022 Video Library
New articles are available in the Knowledge Base you may want to familiarize yourself with:
Our new LexShare + PracticeMaster White Paper was recently featured in a TechnoRelease from TechnoLawyer. This is a great resource for firms who share or request secure documents or electronic signatures from clients. I would suggest downloading the PDF and sharing this with prospects as an attachment rather than sending the link which is temporary. For additional information about LexShare check out the Knowledge Base article below.
Did you know we had a Webinar Recordings page on our website? Be sure to check it out! Webinar content is updated regularly. Below are just a few you’ll find.
- All about Tabs3Pay (Myrna Johns, 31 minutes)
- Harness the Power of PracticeMaster (Myrna Johns, 54 minutes)
- Everything you need to know about 1099’s (Myrna Johns, 1 hour 17 minutes)
New and updated Training Videos are below:
Intro to Coding Document Assembly Templates (5:37)
Introducing Tabs3Pay (1:19) (Updated to include Surcharging and Trust Request)
New Videos
Jan 21
We’ve received a few video requests that our Video Team delivered on this month!
Comparing All Actions and the Task Folders:
This video is a side-by-side comparison of All Actions and the Task Folders. Recommend this video to users/firms who continue using legacy theme settings or who express concerns about using All Actions because they are used to the Task Folder setup. While both features are compared, the video also points out the many benefits that All Actions provides. This video is located in All Tabs3 Software | Getting Started.
Scheduling a Meeting in PracticeMaster:
This video covers how to schedule a meeting and notify users about the upcoming meeting in PracticeMaster. This video is a good starting point for users who are new to our calendar features. You can find this video in PracticeMaster | Calendar.
Let our Video Team know at [email protected] if you have further suggestions.
Tabs3 Video Update
Jan 3
The Version 2022 Training Videos page is now available! These videos are great resources to provide clients and prospects. Be sure to share this link moving forward as it contains new Version 2022 videos as well as major updates to a couple previously posted videos (see below). You may also notice minor changes to other videos.
New Version 2022 Videos
- What’s New in Version 2022 (2:34)
- Updating to Version 2022 (4:30)
Tabs3 Billing / PracticeMaster
- Working with Contacts (Clients & Contacts, 4:12)
PracticeMaster
- Using Merge Contacts (PracticeMaster | Clients & Contacts, 3:32)
Recently we partnered with LegalTech Publishing to produce an article on Tabs3 Software for the Practice Management Buyers Guide: 2021 Edition. Bruce Policky demonstrated the software with Dan Berlin during an interview and Q/A session. Be sure to check it out! It’s a great article to share with clients and prospects. To see other reviews and press releases visit our Tabs3.com Company News page.
Still More Videos!
May 20
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].