Tabs3 Financial

Tabs3 provides optional financial applications that tightly integrate with the Tabs3 billing software.   The applications are Trust Accounting, Accounts Payable, and General Ledger.

Tabs3 Trust Accounting

  • Allows for unlimited number of trust accounts and trust bank accounts
  • Integration with Tabs3 Billing to provide trust account details on client statements
  • Payments to the firm can be automatically generated from the trust account to the Tabs3 billing module
  • Checks can be printed from trust accounts and bank accounts
  • Bank account reconciliation
  • Warning when minimum balance of trust account is reached
  • Trust account ledger report to show transactions and balances in each account as well as total for all trust accounts

Tabs3 General Ledger

  • Provides financial reports by department, firm and locations
  • Allows for budgets by account and department
  • Allows for reconciliation of bank accounts
  • Automatically journals client payments from Tabs3 billing software
  • Provides for three years of financial history
  • Comes with a law firm chart of accounts or you can create your own chart of accounts
  • Allows for multiple sets of books, and cash and accrual accounting

Tabs3 Accounts Payable

  • Integrates with Tabs3 to pass costs to client accounts for billing
  • Integrates with Tabs3 General Ledger to record payments and expenses
  • Saves 1099 data and can print IRS 1099-MISC form for e-filing
  • Shows vendor history and status of invoices
  • Extensive reports and registers

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