Yes, the best way to accept credit cards for your firm is with Tabs3Pay. You will have the ability to authorize credit card and eCheck trust deposits directly in Trust Accounting.

Tabs3 Trust Accounting does not limit the number of Trust Accounts you can track.

Can I import transactions directly from my bank’s website?
Tabs3 Trust Accounting can import transactions from most bank websites using the common file formats below::
OFX – Open Financial Exchange file
QFX – Quicken Financial Exchange file
QBO – QuickBooks Financial Exchange file

There is nothing else out there as elegant to work with, reliable, compatible with other software and user-friendly with the most friendly, helpful support team. Worth every penny, including the costs of conversion. There are no cons.

There is nothing else out there as elegant to work with, reliable, compatible with other software and user-friendly with the most friendly, helpful support team. Worth every penny, including the costs of conversion. There are no cons.

“After using Timeslips for over a decade, we were ready for a change. We never found Timeslips to be intuitive…the program was difficult to figure out and the customer service was non-existent. Tabs3 has been a breath of fresh air. The program is easy to figure out and the customer support has been top notch. I can be confident that when I call for assistance, I will reach a helpful and competent representative. I have nothing but good things to say about Tabs3 and would recommend it without a second thought.”

Tabs3 Trust Accounting is limited to 99 Bank Accounts. Keep in mind that you can assign as many clients as necessary to each bank account so this should not pose a problem for most firms.

Tabs3 Trust Accounting can print ledgers showing the activity for each Trust Account, or print a combined ledger showing all activity for each bank account. Additionally, a Three-way report can be run after reconciling to demonstrate that the sum of the Trust Accounts matches the activity on the Bank Account plus any outstanding activity.

Yes. When creating a transaction in Tabs3 Trust Accounting, you will be notified if you fall below the minimum balance. Replenishment of Trust Account balances can also automatically show on clients’ statements.

Yes. Statements can show just the Trust Account balance as of the statement date, all of the activity between the previous and current statement date, or no Trust Account information. You can also request a replenishment of trust Funds if the account drops below the recommended balance.