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Version 2021 Training Videos

Version 2022 is now available. Additional videos are available for Version 2022.

	All Tabs3 Software	27 videos
	Tabs3 Billing	39 videos

	PracticeMaster	23 videos
	Tabs3 Financials (Trust, AP, & GL)	21 videos

All Tabs3 Software

What's New		Duration
	What's New in Version 2021	2:07
	Updating from Version 2020	1:18
	Updating from Version 19	4:05
To download, visit Tabs3.com/update2021

Overviews		Duration
	Tabs3 Software in 30 Seconds	0:31
	Tabs3 Software Overview	5:21
	Tabs3 Billing Basics	3:21
	Tabs3 Billing Overview	3:41
	PracticeMaster Overview	4:46
	Tabs3 Financials Overview	4:16
	Platinum Overview	3:07
	Introducing Tabs3Pay	1:19

Utilities/Maintenance		Duration
	Using Lock Out All Users	2:39
	Data File Integrity Check	2:23

Getting Started		Duration
	Navigating Through the Software	3:56
	Using Quick Launch	2:54
	Using and Customizing My Actions	4:14
	Tabbed Mode Splitscreen	1:53
	Working Remotely	2:44
	Hosting with ProCirrus	2:27
	Compare All Actions & Task Folders	2:30
	Users vs. Timekeepers	2:31
	Navigating Help Resources	4:12

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

Platinum Software		Duration
	Platinum Overview	3:07
	Using Tabs3 Connect	2:06
	Using Tabs3 Connect Timers	2:49

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Tabs3 Billing

Using Tabs3 Billing		Duration
	Tabs3 Billing Basics	3:21
	Tabs3 Billing Overview	3:18
	Tabs3 Billing Customization	3:46
	Working with Lists	3:44
	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 Client Funds	4:55
	Changing WIP Transactions	2:27

Reports		Duration
	Working with Reports	5:15
	Transaction File List	3:08
	Write Off Report	1:41
	Client Ledger Report	3:02

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
	Using Courtesy Discounts	2:23
	Using Write-Ups/Downs	2:43
	Working with Write Offs	3:14

Statements		Duration
	Statement Generation Basics	4:41
	Using Statement Manager	3:48
	Email Statements Overview	4:12
	Utilizing Statement Templates	3:45
	Using Statement Designer	4:55
	Adding a Letterhead Image	2:34
	Reviewing Pre-Bills Digitally	4:07

Receipts		Duration
	Working with Payments	3:34
	Using Payment Adjustments	4:08
	Credit Cards Using Tabs3Pay	4:43
	Credit Cards Using LawPay	5:20

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PracticeMaster

Using PracticeMaster		Duration
	PracticeMaster Overview	4:46
	Using Quick Clicks	3:33
	Working with eNotes	3:01
	Accessing the eNote Window	2:14
	Outlook Cal/Contact Integration	4:08
	Using the Outlook Toolbar Plug-in	3:19
	Using Timers	4:19
	Working with the Journal File	4:07

Customization		Duration
	Using QuickViews	3:40
	Using WorkFlows	4:37
	Working with AOPs	3:26
	Adding a Field to PM	5:03

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

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

Calendar		Duration
	Calendar Overview	5:03
	Using Recurring Dates	2:26
	Using the Recap of Hours	2:06
	Enabling Time Zones	3:12
	Scheduling a Meeting	3:05

Documents		Duration
	Starting with Doc Management	5:07
	Intro to Word Document Assembly	2:27
	Intro to Coding Assembly Templates	5:37

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Tabs3 Financials

Using Tabs3 Financials		Duration
	Tabs3 Financials Overview	4:03
	Track Advanced Client Costs	5:13
	Working with Reports	5:15

Trust		Duration
	Trust 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 Tabs3Pay	4:43
	Credit Cards Using LawPay	5:20
	Working with 1099s	4:34
	Filing 1099s w/ Tabs3 E-file	3:31

Accounts Payable		Duration
	AP 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
	Working with 1099s	4:34
	Filing 1099s w/ Tabs3 E-file	3:31

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

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