Tabs3 Software Reviews & Product Details

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.

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ProfitSolv

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Tabs3 Software Community

Overview by

Lisa Teet

Pricing

Pricing provided by Tabs3 Software.

Tabs3 Billing OnSite Subscription

Starting at $69.00

1 User Per Month

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Tabs3 Software Media

PracticeMaster Dashboard

Customizable All Actions

Recap of Hours

Billing Statement

Official Downloads

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Tabs3 Cloud Information Sheet

Tabs3Pay Information Sheet

Tabs3 CRM Information Sheet

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Jeffrey L.

Attorney

Small-Business (50 or fewer emp.)

1/31/2023

"Tabs3 has been a great fit for our small (5 - 7 lawyer) firm. Love the integrated accounting."

4.5/5

What do you like best about Tabs3 Software?

The system-wide integration of client data, billing, accounting, etc., helps us track our finances and productivity very well. We tried other systems that integrated with Quickbooks, and we much prefer having everything under one software platform. Also, Tabs3 has the best customer support of any software company I have ever used. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

The way Tabs3 uses different modules adds some extra steps that seem unnecessary. To file a new case, you first have to write a check in the Payables module, post that check to the Billing module and the General Ledger, etc. I suspect there are reasons why they developed the product in different modules, but it seems a bit cumbersome at times. Like all software, there is a learning curve. I think things could be a little more intuitive if the backend integration was more seamless for the user. Review collected by and hosted on G2.com.

Response from Myrna Johns of Tabs3 Software

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Jeffrey, thank you for taking the time to review Tabs3.

Verified User in Legal Services

Mid-Market (51-1000 emp.)

9/25/2023

"Best billing program I have used"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

I do not have a downside at this point in time. Review collected by and hosted on G2.com.

Response from Jay Crosier of Tabs3 Software

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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!

Clarissa A.

Legal Professional

Small-Business (50 or fewer emp.)

6/1/2023

"Have been using it for over 20 years and love it!"

5/5

What do you like best about Tabs3 Software?

TABS3 is a flexible system that allows management of the law firm with different attorneys (timekeepers), allows for billing time, costs and manages payment as well. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

I can't think of anything I dislike. I have been using it for over 20 years and it has always served our needs well. Review collected by and hosted on G2.com.

Response from Jay Crosier of Tabs3 Software

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Clarissa, thank you for taking the time to submit this review! The flexibility of the software is one of our best features, and it looks like you are making the best of that flexibility. Thank you again!

Kat D.

billing coordinator

Small-Business (50 or fewer emp.)

12/15/2022

"it's a good program"

4.5/5

What do you like best about Tabs3 Software?

the new matter manager is my favorite thing of this program but it's not 100% perfect. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

i don't like that you have to go to different things to see everything you needed to see before but the updated matter manager has helped a lot. also it would be helpful if the trust info would print on a wip report at the top instead of the last page. Review collected by and hosted on G2.com.

What problems is Tabs3 Software solving and how is that benefiting you?

i've submitted several emails to the wishlist email but not everything has been answered yet. one problem i have is the pre-bill tracking report doesn't show numbers, so i have to dump that into excel as well as summary wip report and marry them together so i can have a list of the prebills i printed for the month and how much is to be billed for the month so i know if i need to nag an attorney if i don't get a prebill back from them. another as stated above is to have the trust funds information print at on the first page of a wip report, maybe even the balance due. if i would change what prints on the 1st page, take out anything that's unnecessary or move things around, it would help me do my job. Review collected by and hosted on G2.com.

Vicky A.

Small-Business (50 or fewer emp.)

10/11/2023

"Good response time with the issues I was having in TABS."

4/5

What do you like best about Tabs3 Software?

I only been working with TABS for only 1 year and Customer Support was very helpsul, making it easly to use. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

Still trying to learn more about the TABS Review collected by and hosted on G2.com.

Response from Jay Crosier of Tabs3 Software

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Vicky, thank you for your review - it’s great to know clients appreciate our Customer Support! As you continue to learn the software, remember that there are multiple resources available for help, such as the Knowledge Base, Help Files, and Training Videos. As a starting point, use the Knowledge Base Article R11194. The Knowledge Base can be accessed from within the software via the Quick Launch by searching for and selecting "Knowledge Base," or Help | Internet Resources | Knowledge Base. You can also use the link provided below. Thanks again!

See how Tabs3 Software improved

Amy B.

Small-Business (50 or fewer emp.)

6/7/2023

"Bookkeeper"

5/5

What do you like best about Tabs3 Software?

I like that i can change so many things to make it my own Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

That there are so many points of entry, its easy for some of our users to, for example, final bill EVERYONE.. Happens often Review collected by and hosted on G2.com.

Response from Jay Crosier of Tabs3 Software

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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!

See how Tabs3 Software improved

Verified User in Law Practice

Small-Business (50 or fewer emp.)

6/7/2023

"Best Customer Service"

5/5

What do you like best about Tabs3 Software?

I love Tabs3 integration of accounts receivables and payables. This software makes the monthly and year end reports easy and less time consuming. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

The least helpful feature is the time it takes to do the data file integrity checks and backups. This could be better with a faster processor. I would like for the 2023 version to have the speed of Platinum. Review collected by and hosted on G2.com.

Response from Jay Crosier of Tabs3 Software

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Thank you for submitting a review! We are happy to hear that you appreciate our customer service, find the integration of the programs intuitive, and can generate reports easily. With your question on Platinum speed, you can try it out risk-free for 30 days. Intrigued? Please reach out to our Sales Department to learn more. Thanks again!

Ann H.

Attorney

Small-Business (50 or fewer emp.)

1/31/2023

"Full-featured, easy to use, integrated suite of modules"

5/5

What do you like best about Tabs3 Software?

Case management, time and billing, and trust accounting are all seamlessly integrated (there are also other modules available that I don't use). It is especially handy to be able to add or change contact information for attorneys, courts, and other professionals, and have them available to and updated for all client files. I keep a maintenance contract and find the tech support people very helpful in solving any problems I may have. Hold times, if any, are short. I like the ability to talk to a real person in addition to being able to use the knowledge base articles. Monthly newsletters point out issues and features I may not have even been aware of. So even though I don't need or use many of the functions that are especially helpful for larger firms, the Tabs3 software is worth the price even for a solo with no staff. Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

I do my document preparation in WordPerfect, not Word, so I don't really use t he document merge functionality in PracticeMaster. I started with STI as a solo practitioner decades ago, later had associates and paralegals, and am now back to being a solo. Many of the functions I don't need or use. This isn't really something I dislike, other than wishing a slimmed down (and cheaper) version were available. Note that pricing is based on the number of timekeepers, so I still pay less for having a 2 timekeeper license than a larger firm would pay. Review collected by and hosted on G2.com.

What problems is Tabs3 Software solving and how is that benefiting you?

In general, it facilitates my vastly reducing the number of paper documents. There are too many benefits for me to list each, so I will only provide a few. It makes my time and billing very easy, and I am able to email statements on the first day of every month. It lets me reprint statements that the court or a client needs even months or years later (I have reprinted some even decades later). The Matter Manager gives me a real time snapshot of unbilled time for a particular client, their last payment, and their trust balance without having to create a report. Client ledger reports are great summaries I have printed out when a client needs to show a summary record of fees/costs billed and payments made. I keep notes of phone calls and client meetings in the PracticeMaster journal and have client emails automatically added to the journal from Outlook. My bar association requires me to do monthly 3-way reconciliations of my trust account, and TAS allows me to print that out without my having to do any calculations. I can design and save various forms, add and configure fields, and otherwise customize the software to make it more useful. Review collected by and hosted on G2.com.

Response from Myrna Johns of Tabs3 Software

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Ann, thank you for being a long time, loyal customer of Tabs3. We appreciate you taking the time to review the software.

Mary P.

Accounting Assistant

Mid-Market (51-1000 emp.)

6/8/2023

"9/10 Software"

5/5

What do you like best about Tabs3 Software?

Very interactive and self-explanatory software Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

Not being able to edit specific reports to suit the client's desires. It shows to much information that sometimes doesn't need to be shown. Review collected by and hosted on G2.com.

Response from Jay Crosier of Tabs3 Software

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Mary, thank you for leaving a review! We’re glad that the software is making your billing cycle easier. Most of the reports in our software offer control of the output through either the Options or Format tabs, so hopefully you can exclude the unwanted information from there. However, if you have enhancement suggestions, we want to hear from you! Please email wishlist@tabs3.com with your ideas! Thanks again!

William F.

Managing Partner

Small-Business (50 or fewer emp.)

1/31/2023

"Tabs 3 Meets Firm's Needs"

4/5

What do you like best about Tabs3 Software?

The fast and easy ability to generate an invoice, edit the time entries and send to client. Also like the PracticeMaster ability to capture case and matter info in a single location Review collected by and hosted on G2.com.

What do you dislike about Tabs3 Software?

Somewhat difficult to generate custom reports. Also would like to see a custom screen that resembles a timesheet for entering time electronically. Practicemaster also does not connect well with document management systems like NetDocuments and Worldox. Need to use those programs separately and lose the ability to manage entire case filed from Practicemaster. Review collected by and hosted on G2.com.

Response from Myrna Johns of Tabs3 Software

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William, thank you for submitting your review!