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Version 19 Training Videos

Version 2020 is now available. Additional videos are available for Version 2020.

All Software

What's New		Duration
	What's New in Version 19	1:53
	To download, visit Tabs3.com/update19

Overviews		Duration
	Tabs3 Software Overview	5:21
	Tabs3 Billing Basics	3:21
	Tabs3 Billing Overview	3:18
	PracticeMaster Overview	4:46
	Tabs3 Financials Overview	4:03
	Platinum Overview	3:07
	Using Tabs3 Connect	2:05

Getting Started		Duration
	Navigating Through the Software	6:31
	Using Quick Launch	3:11
	Customizing My Actions	4:14
	Tabbed Mode Splitscreen	1:53
	Working Remotely	2:44

System Configuration		Duration
	Firm Information	1:49
	User Configuration	2:06
	Using Access Profiles	3:34

Tabs3 Billing Software

Using Tabs3		Duration
	Tabs3 Billing Customization	3:46
	Tabs3 Data Entry Shortcuts	4:46
	Working with Timekeepers	3:10
	Working with Reports	5:15

Clients & Contacts		Duration
	Getting Started with Clients	4:01

Transactions		Duration
	Working with Fees	3:09
	Using the Recap of Hours	2:06
	Working with Costs	3:06
	Working with Payments	3:34
	Working with Client Funds	4:55

Billing		Duration
	How Rates Work	3:36
	Effective Date of New Rates	2:00
	Contingency Billing	3:22
	Flat Fee Billing	2:45
	Split Billing	3:37
	eBilling Using Taskbill	4:03

Statements		Duration
	Statement Generation Basics	4:41
	Email Statements Overview	4:12
	Utilizing Statement Templates	3:45
	Adding a Letterhead Image	2:34
	Reviewing Pre-Bills Digitally	4:07

PracticeMaster Software

Using PracticeMaster		Duration
	Using Quick Clicks	3:33
	Using QuickViews	3:40
	Working with eNotes	3:01
	Outlook Integration	4:08
	Using the Outlook Toolbar Plug-in	3:19

Clients & Contacts		Duration
	Getting Started with Clients	3:02
	Using the Matter Manager	3:34
	Working with AOPs	3:26

Calendar		Duration
	Calendar Overview	5:03
	Using Recurring Dates	2:26
	Using the Recap of Hours	2:06

Documents		Duration
	Starting Doc Management	5:07
	Intro to Document Assembly	2:27

Reports		Duration
	Working with Reports	5:15
	Conflict of Interest Search	4:16

Tabs3 Financial Software

Trust Accounting		Duration
	TAS Customization Settings	2:22
	Setting Up a Trust Account	2:42
	Working with Trust Transactions	3:12
	Printing Checks in Trust Accounting	3:34
	Easy 1099s Using Tabs3 E-file	3:05

General Ledger		Duration
	General Ledger Client Settings	2:00
	Using the Chart of Accounts	2:43
	Working with Journal Entries	3:24

Accounts Payable		Duration
	APS Customization Settings	2:53
	Adding a Vendor	2:48
	Paying a Vendor	3:50
	Printing Checks in Accounts Payable	4:03
	Easy 1099s Using Tabs3 E-file	3:05

Reports		Duration
	Working with Reports	5:15

Information on using the training videos can be found by clicking the Help button at the top of the screen.

Other Videos

We maintain several videos that may not include all of the current features. Although the appearance of the application has changed, the concepts in each video are still relevant to the current version of the software.

66 videos

45 videos