# Tabs3 Software Reviews **Vendor:** ProfitSolv **Category:** [Legal Billing Software](https://www.g2.com/categories/legal-billing-software) **Average Rating:** 4.4/5.0 **Total Reviews:** 93 ## About Tabs3 Software Tabs3 Software provides intuitive, fully integrated legal billing and practice management solutions that combine privacy, security, and advanced performance with fast, flexible, work-anywhere functionality. Choose from Tabs3 Cloud, hosted, and on-premises server options; all include outstanding US-based support. Set up a demo and learn more at Tabs3.com. Our products include: Tabs3 Cloud: Experience Complete Billing, Accounting, and Practice Management in the cloud. Get access to the flexible and reliable tools and features that tens of thousands of legal professionals use every day. Includes Tabs3 Billing, Financials, and PracticeMaster (optional), Tabs3Pay, and Tabs3 Connect, and is available from anywhere with an internet connection. Tabs3 Billing: Get your bills out quickly and easily. Features include simple matter management, nearly unlimited billing rate flexibility, and versatile report generation. Tabs3 Financials: Trust Accounting, Accounts Payable, and General Ledger, all specifically designed for law firms. Features include dashboards for easy tracking, and reports designed to fit legal accounting needs. PracticeMaster: Practice Management that gives your firm more than Outlook. Features include matter management, a calendar designed for attorneys, better conflict of interest searches, and document assembly and management with leading industry integrations. Tabs3Pay: Take credit for your work. Secure, compliant, and convenient for both firms and clients; integrated within Tabs3 Software. Features include quick setup, reduced paperwork, honest pricing, optional surcharging, and the ability to schedule future and recurring payments. Tabs3 Connect: Securely access your Tabs3 Billing and PracticeMaster data via tablets, smartphones, or laptops — anywhere you have internet access. Features include the ability to access client and contact information, enter fees and costs, and check your firm-wide calendar, all from a secure, SSL encrypted interface which never stores data on your phone or tablet. Tabs3 CRM: Get more clients with less work. Engage new leads through campaigns, nurture leads with text automation and custom forms, and convert leads to PracticeMaster clients. Features include customizable intake forms for each area of practice, automated texts and emails to prospects, and automated personalized marketing campaigns to communicate with different segments of your prospect and client audiences. Ready to learn more? Sign up for a one-on-one demo with a product expert at Tabs3.com/SeeTabs3. ## Tabs3 Software Pros & Cons **What users like:** - Users value the **ease of use** of Tabs3 Software, often highlighting its user-friendly design and stability. (11 reviews) - Users commend the **exceptional customer support** of Tabs3 Software, appreciating the help throughout their user experience. (10 reviews) - Users praise the **ease of use for billing** in Tabs3 Software, appreciating its user-friendly design and helpful support. (3 reviews) - Users appreciate the **efficiency** of Tabs3 Software, enhancing productivity with user-friendly features and great support. (3 reviews) - Users appreciate the **user-friendly features** of Tabs3 Software, enhancing productivity and simplifying billing and reporting. (3 reviews) - Integration Capabilities (3 reviews) - Intuitive (3 reviews) - Users praise the **organized case management** of Tabs3 Software, highlighting its user-friendliness and excellent customer support. (2 reviews) - Customization Options (2 reviews) - Organization (2 reviews) **What users dislike:** - Users find **billing issues** frustrating, particularly with high costs and additional training requirements for updates. (3 reviews) - Users find the **Platinum Edition quite expensive** , which raises concerns about the overall value of Tabs3 Software. (2 reviews) - Users find the **functionality issues** in Tabs3 Software, such as frustrating renumbering options, hinder effective use. (2 reviews) - Users find a lack of **essential features** like an audit trail, complicating tasks for solo practitioners. (2 reviews) - Users find the **complexity of features** in Tabs3 Software can complicate simple tasks for solo practitioners. (1 reviews) - Users find the **difficult training** for reports confusing, needing extra effort to grasp the information used. (1 reviews) - Time Tracking (1 reviews) - Update Issues (1 reviews) ## Tabs3 Software Reviews ### 1. TABS: Easy to Navigate with Powerful Reporting and Billing Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Joanna M. | Assistant Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about Tabs3 Software?** My firm and I have used TABS for 25+ years, and I find it easy to navigate once you understand the ins and outs. There’s a vast array of reports and different ways to view your data and billing—some I’ve probably never even tapped into—but everything is just a keystroke away. Setting up matters is straightforward, and it conveniently defaults to the last setting used. Every time I call Customer Support, my issue gets resolved, and I always end up thinking I should have called sooner. **What do you dislike about Tabs3 Software?** I don’t like that the statement options are tied to the matter screen. For example, we list INITIAL, INTERIM & FINAL on all our statements, and we have to change that on the matter screen. Once you change it, all reprinted statements are marked with whatever the last Phase was that you entered on the matter screen. Also, in General Ledger (when you enter a check), it would be really helpful if you could copy and paste. When you have an entry with multiple accounts where the cost will be split up, you add the accounts (or they are autopopulated from the last check) and then you should be able to split the amount evenly across the accounts by highlighting them and copying and pasting. You can’t do that there—you have to click into each account and enter the amount manually. **What problems is Tabs3 Software solving and how is that benefiting you?** TABS handles everything for us: billing, timekeeper entries, issuing checks for payments, and the firm’s general ledger accounting. We also use Practice Master for case management, along with all of our productivity and hour-recap reports. **Official Response from Jay Crosier:** > Joanna, thank you for taking time to relay your software experiences. We’re thrilled that your firm has been a long-time Tabs3 client, and we appreciate your loyalty and trust! I will submit the two issues that you mentioned to our development team on your behalf. If you have any others, you can route them directly through the wishlist@tabs3.com email account – we want to hear from you. Thanks again! ### 2. If you aren't using Tabs3; you should be! **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy P. | Business Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2026 **What do you like best about Tabs3 Software?** I am currently the Business Office Manager for a law firm that uses Tabs3 software. I have used many accounting software packages and this one has been my favorite so far. I find the software is very easy to use, I like how it is designed, and the customer service is exceptional. In my position, I use Tabs billing, AP, Trust, and the GL heavily. I also use the Taskbill module to bill a few of my clients. We use Papercut to track our printing costs and TABs supports integration with that product as well. If you are looking for an ERP that does it all; Tabs3 is the answer. **What do you dislike about Tabs3 Software?** I really have no complaints about Tabs3 Software. **What problems is Tabs3 Software solving and how is that benefiting you?** Tabs3 is constantly pushing out new software or improving what they already offer. For example, Tabs3 Pay is now available and included in our subscription. Instead of using and paying another company to process online payments; you can now process those payments within the Tabs module. We will be making the switch from our current vendor to Tabs Pay. **Official Response from Jay Crosier:** > Tracy, thank you for your survey response. Tabs3 Software offers powerful and easy to use software and provides exceptional customer service; we couldn’t have summarized it better ourselves! Since you mentioned the company’s desire to always improve our software, I have one that I would like to make you aware of! In Version 2026 we’re adding the ability to configure clients with an Autopay feature that will automatically pay up to 100% of the balance due for a matter after each statement has been final billed and updated. Intriguing, right!? There is a webinar scheduled for March 18 at 2pm Central that will cover this functionality in more detail, and you can sign up for the webinar through this link: https://info.tabs3.com/webinar-tabs3pay-automate-payments-with-ease. Thanks again for your kind words! ### 3. Stable, Intuitive, and Backed by Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Yo R. | Office Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2026 **What do you like best about Tabs3 Software?** It is stable and intuitive. The installation and set-up were truly quite easy. Getting new users on board and familiar with the product is really very simple. The few times in 20+ years I have required support, they have been excellent. There are a variety of modules (billing, financial, practice management) and they play well together. It is very straightforward in exporting data for other applications such as Excel. I use it daily in all aspects of my job. **What do you dislike about Tabs3 Software?** The updates are too frequent and can be a bit clunky. The owners have begun a bit of a hard sell on other products and seem to be jumping on the dreaded AI bandwagon. As I use multiple modules, including for my financials, it would be nice if they had a payroll module. **What problems is Tabs3 Software solving and how is that benefiting you?** TABS3 is integral to our business operations. From tracking time, producing bills, tracking productivity, identifying and clearing potential conflicts of interest, to prompt and accurate financial reporting, TABS enables us to have a constant finger on the pulse of our operations. **Official Response from Jay Crosier:** > Yo, thank you for your review. It’s great that you have been using the software daily and for a long period of time; we appreciate your firm’s loyalty. I will submit your request about adding a payroll module. If you have any specific ideas on other software functionality improvements, please submit your suggestions through wishlist@tabs3.com. We are always looking for ways to enhance our software. Thanks again for your kind words! ### 4. Your One Source Software **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey A. W. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Tabs3 Software?** Customer support is top-notch when you need it, which is rare! The software is intuitively setup to make your user experience more productive. In addition, the software assists you in having a clean account. The ability to email statements directly within the program helps to reduce postage cost significantly. **What do you dislike about Tabs3 Software?** I am not a fan of Practice Master but could imagine if I had a big firm, it would be a valued portion of the software. I also find paying to be trained to use the software frustrating. **What problems is Tabs3 Software solving and how is that benefiting you?** It is fantastic for all billing of fees and costs. It has a clean billing statement, which you can design to your standards; and makes reconciling your account very simple. Accounts payable help track expenses, and General Ledger creates very relevant reports. **Official Response from Jay Crosier:** > Jeffery, thank you updating your survey! We are happy to see that the software continues to work well for your billing and financial needs! ### 5. Essential for Law Firms, Great for Billing **Rating:** 5.0/5.0 stars **Reviewed by:** Deb T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Tabs3 Software?** I love the Matter Manager because it has all the info I need quickly with toggles to get me where I need to be quickly. It's definitely my favorite feature. For a small to medium firm, I would highly recommend Tabs3 Software --I would rate it a 10. **What do you dislike about Tabs3 Software?** I don't like the Client Information section when we have clients with the same name. For instance, if my client is Jane Doe, but I have a totally different client with that same name, when I go to add the address or email address, it pulls up all instances of Jane Doe and automatically makes changes across the board. I don't want things to change 'automatically;' I'd like the option to decline that feature. **What problems is Tabs3 Software solving and how is that benefiting you?** Tabs3 Software helps us track clients' Trust accounts with precision and daily billable events, managing multiple accounts for each client on one platform. **Official Response from Jay Crosier:** > Deb, thank you for your comment. We’ve found Matter Manager to be a great tool for users – keeping everything about a matter displayed for easy reference and providing action tools centric to that matter – all from the same screen! We are glad that you are experiencing that too. Regarding the “automatic” change to contact information you are experiencing, the trick is to ensure that unique contact records (i.e., unique Contact ID values) are being created for each same-named contact. This prevents any edits from “snowballing” across the other records that use that same-named contact. If you would like to discuss this further, our Support Team would be happy to assist you. Their contact information is (402) 419-2210 and their hours are 8:00 a.m - 5:00 p.m. Central. Thanks again for your stellar recommendation of our software to others! ### 6. User-Friendly and Effective for Fiduciary Accounting **Rating:** 4.0/5.0 stars **Reviewed by:** Brian L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about Tabs3 Software?** I think the dashboard is particularly user-friendly. I'm not a particularly tech-savvy person, so anything really complicated was not gonna work. This is very straightforward for the purposes that I need to use it for. I found the setup to be quite straightforward, and I was able to do most of it myself. Not being a very tech-savvy person, that was pretty great. The team was also very helpful and walked me through everything I needed. **What do you dislike about Tabs3 Software?** I haven't used it long enough to have a dislike. It seems pretty good! **What problems is Tabs3 Software solving and how is that benefiting you?** Tabs3 Software allows me to monitor and maintain multiple separate fiduciary accounts, which was essential for my work. It was the only software I found that could solve this problem for me. **Official Response from Jay Crosier:** > Brian, thank you for sharing your experiences! We're excited to hear that the Tabs3 dashboard has been straightforward, easy to set up, and that it's playing such an essential role in helping you monitor and maintain the fiduciary accounts for your trusts. Thanks again! ### 7. Essential Software for Efficient Legal Billing **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica D. | Partner, Law Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Tabs3 Software?** I like the font and honestly, the big bubbles in Tabs3 Software. I appreciate how there are various ways to get to the same result, which I think is super user-friendly. I love that I can see my hours by month, day, or client. **What do you dislike about Tabs3 Software?** I think for new users, it could have a little customer service representative button that connects you to a live person because I just wanted to know a couple things instead of having a call. The AI prompts were too vague on the chat category. **What problems is Tabs3 Software solving and how is that benefiting you?** Tabs3 Software solves billing issues by allowing me to contemporaneously bill on a second monitor, meeting firm hourly requirements. It provides detailed reporting to avoid double billing and helps track daily targets of 9-10 billable hours. **Official Response from Jay Crosier:** > Jessica, thank you for your review! We are glad that the software is a beneficial tool for your firm’s needs and appreciate your trust. I have taken note of your suggestion for a link to our Customer Support Team via a button as well. Thanks again! ### 8. Reliable and Easy to Use With Fantastic Customer Service **Rating:** 4.0/5.0 stars **Reviewed by:** Tracy M. | Accounts Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about Tabs3 Software?** The program is reliable and easy to use. The customer service availability is fantastic and always able to answer any questions or issues. **What do you dislike about Tabs3 Software?** The cloud version is very pricey. Over the years, there have been a few features I would have liked to see updated, but those improvements never came to fruition. **What problems is Tabs3 Software solving and how is that benefiting you?** It is a great program for law firm billing and record keeping. **Official Response from Jay Crosier:** > Tracy, thank you for sharing such thoughtful feedback. It’s wonderful to hear that Tabs3's reliability, ease of use, and customer service have made a real difference for your firm's billing and recordkeeping. We appreciate when firms ask about pricing, so please reach out to your Customer Success representative for a discussion about current promotions. Thanks again for your comments! Jay C., Solutions Engineer ### 9. Bookkeeper **Rating:** 5.0/5.0 stars **Reviewed by:** Amy B. | Bookkeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about Tabs3 Software?** The work flow is perfect. It is easy to use and understand **What do you dislike about Tabs3 Software?** It is very expensive, especially to have a license for the lawyers who do not use it. **What problems is Tabs3 Software solving and how is that benefiting you?** It has really been helpful to to be able to do the 1099's - I'd like to see 1099 S though **Official Response from Jay Crosier:** > Amy, we appreciate your spending time to submit a review! The flexibility of the programs is one of our best aspects, so we appreciate that you find that flexibility useful too! Keep in mind that users can be excluded from performing certain tasks, such as processing finals, by adjusting access profiles. If you would like to discuss this process further, please reach out to our Support staff – they would be happy to work with you! ### 10. One of the most user-friendly billing programs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2023 **What do you like best about Tabs3 Software?** I have used many many billing programs in the past 30 years, and Tabs is definitely one of the best. The ease of use, the information that you can obtain just from a quick tap of a key, and the help you can receive make it a very user-friendly program. **What do you dislike about Tabs3 Software?** I do not have a downside at this point in time. **What problems is Tabs3 Software solving and how is that benefiting you?** The ease of inputting billing and running the bills. With some programs I have used, billing is an absolute nightmare. **Official Response from Jay Crosier:** > Thank you for the positive feedback. The fact that you have tried many billing programs over the years and found ours to be the best is fantastic to hear. Thanks again! ## Tabs3 Software Discussions - [What is Tabs3 Software used for?](https://www.g2.com/discussions/what-is-tabs3-software-used-for) - [What does Tabs3 Software do?](https://www.g2.com/discussions/what-does-tabs3-software-do) - [What is practice master?](https://www.g2.com/discussions/what-is-practice-master) - [Is tabs3 cloud based?](https://www.g2.com/discussions/is-tabs3-cloud-based) - [What is tabs3?](https://www.g2.com/discussions/what-is-tabs3) - [View Tabs3 Software pricing details and edition comparison](https://www.g2.com/products/tabs3-software/reviews/tabs3-software-review-10860434?section=pricing&secure%5Bexpires_at%5D=2026-05-31+12%3A48%3A16+-0500&secure%5Bsession_id%5D=ba970834-fda7-4c34-91f1-8a48699b2c6a&secure%5Btoken%5D=b29cd6fcdab9f3bdaafb00bdfd0d1f303c80cf0acf1eb9714ae95146dceab032&format=llm_user) ## Tabs3 Software Integrations - [Equitrac](https://www.g2.com/products/equitrac/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [NetDocuments](https://www.g2.com/products/netdocuments/reviews) - [PaperCut](https://www.g2.com/products/papercut-mf/reviews) - [PenSoft Payroll](https://www.g2.com/products/pensoft-payroll/reviews) - [Wolters Kluwer Passport](https://www.g2.com/products/wolters-kluwer-passport/reviews) ## Tabs3 Software Features **Platform Basics** - Reporting - Dashboard - Cloud - Mobility **Platform Basics** - Reporting - Dashboard - Cloud - Mobility - Contact Management **Sales Force Automation - Legal CRM** - Task Management - Contract Management - Quote and Order Management **Agentic AI - Legal Billing** - Cross-system Integration - Decision Making **Content Management** - Document Management - Calendar Integration - Workflow **Content Management** - Document Management - Calendar Integration - Workflow **Platform Additional Functionality - Legal CRM** - Automation - Messaging - Dashboard - Cloud **Time & Billing** - Time Tracking - Payments - Billing **Marketing Automation - Legal CRM** - Lead Management - Marketing Analytics **Agentic AI - Legal Case Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Customer Support - Legal CRM** - Support Analytics - Customer Portal - Case Management **Agentic AI - Legal Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Platform Reporting and Analytics - Legal CRM** - Reporting **Agentic AI - Legal CRM** - Cross-system Integration - Natural Language Interaction ## Top Tabs3 Software Alternatives - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (990 reviews) - [Smokeball](https://www.g2.com/products/smokeball/reviews) - 4.7/5.0 (379 reviews) - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (352 reviews)