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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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!
