Tabs3

Key Features & Functions include:

Legal Billing and Invoicing
Tabs3 provides tools for tracking billable time and expenses and generating invoices based on customizable billing arrangements. Firms can produce detailed client bills, manage write-ups and write-downs, and generate statements with configurable formats and billing rules.

Trust Accounting Management
The platform includes trust accounting functionality designed to support compliance with legal accounting requirements. Firms can track client trust balances, process trust transactions, and generate reconciliation and audit reports.

Practice Management Tools
Tabs3 integrates with the related PracticeMaster module to manage contacts, matters, calendars, tasks, and document information. This enables firms to maintain centralized records of client and matter activity alongside billing and financial information.

Time and Expense Tracking
Timekeepers can record billable hours and expenses through desktop and mobile tools. Entries can be reviewed, edited, and approved prior to invoicing, supporting structured billing workflows.

Financial Accounting for Law Firms
Tabs3 Financials provides accounting tools tailored for legal practices, including accounts payable, general ledger, and bank reconciliation. These features allow firms to track firm finances alongside client billing data.

Payment Processing and Accounts Receivable
The system supports electronic payments through Tabs3Pay and other integrations, enabling firms to accept credit card and ACH payments. Accounts receivable tools help monitor outstanding balances and manage collections.

Reporting and Analytics
Tabs3 offers reporting capabilities covering billing, productivity, trust activity, and financial performance. Firms can generate detailed operational and financial reports to support management oversight.

Deployment Options
Tabs3 can be deployed in a locally hosted environment or through a cloud-hosted configuration. This allows firms to choose infrastructure aligned with their technology and security requirements.

Tabs3 was founded in 1979 by Software Technology Inc. and became known as Tabs3 Software. It has since evolved and expanded its offerings to become a trusted solution for law firms of all sizes. In 2021, Tabs3 was acquired by ProfitSolv, however it remains available under its own brand and name.