Update to the latest version of Tabs3

Stay up to date with the newest version of Tabs3 Software. The latest enhancements include a convenient client portal, a check request feature, and a streamlined update process that allows your firm to easily update to the current version.

 

Ready to Update?  Update Now

I’m on an older version, how do I update?
If you are on Version 19 or older, you need to install previous versions before updating. Beginning with Version 2020, a maintenance plan or monthly subscription is required for continued use of Tabs3 Software.

 

What’s New in Version 2023?

 

 

Update now and get features like:

The Tabs3 Client Portal

The client portal allows log-in access for clients to conveniently view their up-to-the-minute billing and payment history.  When combined with Tabs3Pay, clients can submit electronic payments to apply toward current balances. Payments entered in the client portal are automatically added to Tabs3 Billing, which saves you valuable time.

Check Requests

Designed to help streamline employee reimbursement requests, users can submit a request without accessing Tabs3 Accounts Payable or Trust Accounting. Users can track the status of a request using the Check Request list. This feature can be customized to specify who can approve requests and has a threshold for when check requests must be reviewed.

Read the complete What’s New List


Get Help Updating

 

Contact a Tabs3 Consultant

Contact your consultant directly, or submit a contact form here.

 

Contact Tabs3 Technical Support

(402) 419-2210