More new videos have been posted that your users and prospects may want to view.  You can access all Version 2020 videos at https://www.tabs3.com/trainingvideo/v2020/video.html.

Tabs3 Software Overview (5:21)

Tabs3 Financials Overview (4:03)

What’s New in Version 2020 (2:03)

Credit Cards Using LawPay (5:20)

Getting Started with Clients (4:01)

How Rates Work (3:36)

Effective Date of New Rates (2:00)

Flat Fee Billing (2:45)

Split Billing (3:37)

Statement Generation Basics (4:41)

Utilizing Statement Templates (3:45)

eBilling Using Taskbill (4:03)

TAS Customization Settings (2:22)

APS Customization Settings (2:53)

General Ledger Client Settings (2:00)

If you have suggestions for new videos or feedback on what we already have, email [email protected].

We’ve partnered with TechnoLawyer to produce an article on Tabs3 Version 2020, “Steer Your Firm to Success With the New Financial Dashboards in Tabs3 Software”.  It covers the new dashboards as well as LawPay and Positive Pay integrations.  It’s a great piece to share with clients and prospects!  For those that exhibit at tradeshows you can also expect to receive hard copies of this brochure when receiving materials.

You should have already received the awesome new one pagers for consultants that our very own marketing guru Chris Ames recently put together for Tabs3, PracticeMaster, Platinum and the Tabs3 Financials. They’re perfect to share with prospects and users. I’ve already heard that some of you intend to use these in marketing emails to target various groups in their QBR for add-ons or Platinum upgrades. If these PDFs became lost in your in-box or your dog ate them, you can find them here on eNews under Tabs3 | Tabs3 Marketing | Product One Pagers.

We’ve made recent internal changes to our marketing structure. Chris Ames will focus on marketing to find new clients, and DeAnna Masterson will focus on marketing to existing clients, e.g. upgrades, add on products, etc.  Please make note of this for future reference.

DeAnna Masterson – Marketing Coordinator for Existing Clients:

• Consultant contact
• The Forum
• Training

Chris Ames – Marketing Coordinator for New Clients:

• Walkthroughs
• Webinars
• Tabs3 website
• Industry contact, e.g. bar associations, publishers, etc.

TechnoLawyer recently reviewed Version 19 and they were very impressed with the new look and features.  You can find the review here and on the Tabs3 website in the News section. Check it out! Feel free to share it with clients and prospects who are interested in Version 19.

I wanted to pass along another marketing tool you can use to encourage your clients to update to Version 19. We’ve created a short video with highlights from the new look of Tabs3. You can find it here: https://www.youtube.com/watch?v=BrA7FJrX6z8

This video is also a great way to show prospects the new look of Tabs3, so feel free to include it in emails to leads also! If you haven’t already used the email templates for Version 19 that we sent out a few weeks ago, they are now on eNews here.