Press F11 to toggle full screen mode.

HomeHelp Knowledge Base

Version 2020 Training Videos

Version 2021 is now available. Additional videos are available for Version 2021.

	All Tabs3 Software	17 videos
	Tabs3 Billing	29 videos

	PracticeMaster	17 videos
	Tabs3 Financials (Trust, AP, & GL)	17 videos

All Tabs3 Software

What's New		Duration
	What's New in Version 2020	2:03
	To download, visit Tabs3.com/update2020

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
	Customizing & Using Quick Launch	3:11
	Using and Customizing My Actions	4:14
	Tabbed Mode Splitscreen	1:53
	Working Remotely	2:44
	Hosting with ProCirrus	2:27

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

return to top of page

Tabs3 Billing

Using Tabs3 Billing		Duration
	Tabs3 Billing Basics	3:21
	Tabs3 Billing Overview	3:18
	Tabs3 Billing Customization	3:46
	Using Quick Clicks	3:33
	Using QuickViews	3:40
	Tabs3 Data Entry Shortcuts	4:46
	Working with Timekeepers	3:10

Clients & Contacts		Duration
	Getting Started with Clients	4:01
	Using the Matter Manager	3:32

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
	Credit Cards Using LawPay	5:20

Billing Options		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
	Using Statement Manager	3:34
	Email Statements Overview	4:12
	Utilizing Statement Templates	3:45
	Adding a Letterhead Image	2:34
	Reviewing Pre-Bills Digitally	4:07

Reports		Duration
	Working with Reports	5:15

return to top of page

PracticeMaster

Using PracticeMaster		Duration
	PracticeMaster Overview	4:46
	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
	Enabling Time Zones	3:12

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

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

return to top of page

Tabs3 Financials

Using Tabs3 Financials		Duration
	Tabs3 Financials Overview	4:03
	Working with Reports	5:15

Trust		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
	Credit Cards Using LawPay	5:20
	Easy Filing 1099s Using Tabs3 E-file	3:05

Accounts Payable		Duration
	APS Customization Settings	2:53
	Adding a Vendor	2:48
	Paying a Vendor	3:50
	Invoice Attachments	1:21
	Printing Checks in Accounts Payable	4:03
	Easy Filing 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

return to top of page

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