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Version 2024 Training Videos

	All Tabs3 Software	32 videos
	Tabs3 Billing	41 videos

	PracticeMaster	28 videos
	Tabs3 Financials (Trust, AP, & GL)	22 videos

All Tabs3 Software

What's New		Duration
	What's New in Version 2024	3:14
To download, visit Tabs3.com/update2024.

Overviews		Duration
	Tabs3 Software in 60 Seconds	1:00
	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	1:21
	Introducing LexShare	1:29
	Introducing Tabs3 CRM	1:24
	5 Reasons Firms Need CRM	3:01
	Introducing Tabs3 Cloud	1:24
	Introducing Tabs3 Websites	1:39
	5 Reasons Firms Need Tabs3 Websites	2:29

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
	Customizing & 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
	Hosting with Uptime Practice	2:13
	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	3:09
	Using Access Profiles	3:35

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	3:43

Clients & Contacts		Duration
	Getting Started with Clients	4:01
	Using the Matter Manager	3:32
	Working with Contacts	4:12

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	4:55
	Utilizing Statement Templates	3:45
	Working with Statement Designer	4:56
	Adding a Letterhead Image	2:34
	Reviewing Pre-Bills Digitally	4:07

Receipts		Duration
	Working with Payments	3:34
	Working with Payment Adjustments	4:08
	Credit Cards with Tabs3Pay	6:06
	Schedule Payments Tabs3Pay	3:02
	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 in PracticeMaster	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 PracticeMaster	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
	Working with Contacts	4:12
	Using Merge Contacts	3:31

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
	LexShare eSignatures	4:11
	LexShare Send & Request	4:13

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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	3:28
	Printing Checks in Trust Accounting	3:34
	Credit Cards Using Tabs3Pay	4:43
	Credit Cards Using LawPay	5:20
	Working with 1099s	4:34
	Easy Filing 1099s Using Tabs3 E-file	3:31

Accounts Payable		Duration
	AP Customization Settings	2:53
	Adding a Vendor	3:05
	Paying a Vendor	3:50
	Invoice Attachments	1:21
	Printing Checks in Accounts Payable	4:03
	Working with 1099s	4:34
	Easy Filing 1099s Using 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
	General Ledger Reconciliation	3:33

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