Press F11 to toggle full screen mode.
HomeHelpKnowledge Base
Tabs3 Software. Reliable Software. Trusted Service.Tabs3 and PracticeMaster Training Videos
 
 

Version 2020 Training Videos

 
  All Tabs3 Software 16 videos
  Tabs3 Billing 26 videos
  PracticeMaster 15 videos
  Tabs3 Financials (Trust, AP, & GL) 17 videos

All Tabs3 Software

What's New Duration
  What's New in Version 2020  2:03
    To download, visit Tabs3.com/update2020
Overviews Duration
  Tabs3 Software Overview 5:21
  Tabs3 Billing Basics 3:21
  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
  Customizing & Using Quick Launch 3:11
  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

return to top of page

Tabs3 Billing

Using Tabs3 Billing Duration
  Tabs3 Billing Basics 3:21
  Tabs3 Billing Customization 3:46
  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 Payments 3:34
  Getting Paid Using Online Payments 2:17
  Credit Cards Using LawPay  5:20
  Working with Client Funds  4:55
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
Statements Duration
  Statement Generation Basics 4:41
  Using Statement Manager  3:34
  Email Statements Overview 4:12
  Utilizing Statement Templates 3:45
Adding a Letterhead Image 2:34
  Reviewing Pre-Bills Digitally  4:07
Reports Duration
  Working with Reports 5:15

return to top of page

PracticeMaster

 
Using PracticeMaster Duration
  PracticeMaster Overview 4:46
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
  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
 

return to top of page

Tabs3 Financials

Using Tabs3 Financials Duration
  Tabs3 Financials Overview 4:03
  Working with Reports 5:15
Trust Duration
  TAS Customization Settings 2:22
  Setting Up a Trust Account 2:42
  Working with Transactions  3:12
  Printing Checks in Trust  3:34
  Credit Cards Using LawPay  5:20
  Easy Filing 1099s Using Tabs3 E-file 3:05
Accounts Payable Duration
  APS Customization Settings 2:53
  Adding a Vendor 2:48
  Paying a Vendor 3:50
  Invoice Attachments  1:21
  Printing Checks in AP  4:03
  Easy Filing 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

return to top of page

 


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