![]() ![]() No client financial information displays on the screen, but it is only a click away on PracticeMaster’s Client Manager screen with the Tab3 button. The function falls a little short, acting only as an alternative menu and contact summary. Users can also launch programs, a timer, and initiate a contact search. PracticeMaster’s Client Manager displays basic client information. Both PracticeMaster and Tabs3 integrate with QuickBooks. Users can choose a one- or two-way synchronization, as well as other parameters and rules for the integrations. PracticeMaster integrates with Microsoft Outlook for both calendaring and contacts, as well. Tabs3 also integrates with Tabs3 General Ledger, Accounts Payable and Trust Accounting. Tabs3 and PracticeMaster also integrate with Microsoft Word and WordPerfect through the document assembly engine. Using drag-and-drop, scanned documents can be moved to a document management record with the file name and User ID filled in. PracticeMaster also integrates with ScanSoft’s PaperPort software and Visioneer’s PaperPort scanner. Users can search indexed documents from one or more WORLDOX or iManage databases and document profiles. PracticeMaster integrates with WORLDOX and iManage (acquired by Interwoven, Inc.) document management software. PracticeMaster exports client, contact, calendar and other information to a Palm’s Address Book, Date Book and To Do List. Hot-synching merges entries back into Tabs3. Tabs3 exports client, timekeeper, tasks and category lookups to a handheld. Tabs3 and PracticeMaster both integrate with Palm PDAs. Users can edit, reprint or unbill a billing statement at any time. Split-fee billing is also available, allowing firms to bill several clients a percentage of fees and/or costs for a project. Billing notes and instructions can be defined per client. Users can release WIP to bill, bill on demand and progress bill. Its features include contingency billing, flat fee billing, true retainer billing, task-based billing, and more. Tabs3 also supports time and expense entry on the Palm PDA.īilling is done in Tabs3. For offline time entry, the Briefcase feature is used to ‘check out’ a working file from the main database. A timer is also available and can be opened from Client Manager. While adequate, the screen and process could be more intuitive. Time entries can be created for any calendar event or online research activity. An extended description with spell check is available. Hours Worked and Hours to Bill are both supported. Time can be entered in Tabs3 or PracticeMaster using a standard entry form. Utilizing Calendar Plan Templates, users can define their own tickler plan that automatically calculates deadlines, due dates and checklists. Individual, group and firm-wide calendars as well as calendars side-by-side may be displayed. ![]() Days, weeks and months can be color-coded for appointments, tasks and other events. One strong PracticeMaster feature is its graphical calendars/scheduling. To clients, PracticeMaster adds a calendar, journal or communications center for timer records, phone call records, e-mail messages, research records and client notes records, attached documents, and more. Task Codes include long descriptions, an effective date, a flat amount, and current and new bill rates. ![]() Optionally, a firm can set up Timekeeper Profitability Amounts, which are monthly overhead cost amounts for each staff person. Tabs3 supports a rate table for each client. Staff may have up to six current billing rates or a custom rate table for each engagement. Among other items, client records contain one contact (more can be set up in PracticeMaster), billing type (area of services), billing frequency/group, primary, secondary and originating timekeepers, payment allocation method, fee and expense rate table, bill rate level, client hourly rate, threshold billing items, courtesy discount, services, statement options, and budget hours and amount. Tabs3 setup covers client, staff, task code and various validation lists. ![]() Tabs3 handles time tracking, billing, AR and reporting, and PracticeMaster provides calendaring, scheduling and contact management. work together to deliver a viable solution for small to mid-sized firms. PracticeMaster and Tabs3 from Software Technology, Inc. ![]()
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