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Tabs3 Software. Reliable Software. Trusted Service.Tabs3 and PracticeMaster Training Videos
 
 

Version 2021 Training Videos

 
  All Tabs3 Software 25 videos
  Tabs3 Billing 39 videos
  PracticeMaster 20 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  3:18
  PracticeMaster Overview 4:46
  Tabs3 Financials Overview 4:03
  Platinum Overview 3:07
  Introducing Tabs3Pay  1:02
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
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  2:05
  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
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 3:34
  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
  Getting Paid Using Online Payments 2:17
  Credit Cards Using Tabs3Pay  4:43
  Credit Cards Using LawPay 5:20
  Using Payment Adjustments  4:08

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PracticeMaster

Using PracticeMaster Duration
  PracticeMaster Overview 4:46
Using Quick Clicks 3:33
Working with eNotes 3:01
  Outlook Cal/Contact Integration 4:08
  Using the Outlook Toolbar Plug-in 3:19
  Using Timers  4:19
Customization Duration
  Using QuickViews 3:40
  Using WorkFlows  4:37
  Working with AOPs 3:26
  Adding a Field to PM  5:03
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
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

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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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