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

Version 19 Training Videos

Version 2020 is now available. Additional videos are available for Version 2020.

 

All Software

What's New Duration
  What's New in Version 19  1:53
    To download, visit Tabs3.com/update19
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
  Using Quick Launch  3:11
  Customizing My Actions  4:14
  Tabbed Mode Splitscreen 1:53
  Working Remotely  2:44
System Configuration Duration
  Firm Information 1:49
  User Configuration 2:06
  Using Access Profiles 3:34

Tabs3 Billing Software

 
Using Tabs3 Duration
  Tabs3 Billing Customization 3:46
  Tabs3 Data Entry Shortcuts 4:46
  Working with Timekeepers 3:10
  Working with Reports 5:15
Clients & Contacts Duration
  Getting Started with Clients 4:01
Transactions Duration
  Working with Fees 3:09
  Using the Recap of Hours  2:06
  Working with Costs 3:06
  Working with Payments 3:34
  Accepting Online Payments  2:17
  Working with Client Funds 4:55
Billing 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
  Email Statements Overview 4:12
  Utilizing Statement Templates 3:45
Adding a Letterhead Image 2:34
  Reviewing Pre-Bills Digitally  4:07
 

PracticeMaster Software

 
Using PracticeMaster Duration
  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
Documents Duration
  Starting Doc Management 5:07
  Intro to Document Assembly 2:27
Reports Duration
  Working with Reports 5:15
  Conflict of Interest Search 4:16
 

Tabs3 Financial Software

 
Trust Accounting 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
  Easy 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
Accounts Payable Duration
  APS Customization Settings 2:53
  Adding a Vendor 2:48
  Paying a Vendor 3:50
  Printing Checks in Accounts Payable 4:03
  Easy 1099s Using Tabs3 E-file  3:05
Reports Duration
  Working with Reports 5:15
 


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

Other Videos

We maintain several videos that may not include all of the current features. Although the appearance of the application has changed, the concepts in each video are still relevant to the current version of the software.
 

  Tabs3 Billing 66 videos
  PracticeMaster 45 videos