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Albany Office
1971 Western Avenue
Suite 256
Albany, NY 12203
800-523-0151 (tel)
New York City Office
40 Wall Street
35 th Floor
New York, NY 10005
800-523-8979 (tel) |
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Products > Tabs3
Financial Software > Trust Accounting

Manage trust accounts for your clients accurately and
easily.
Key Benefits:
- Seamless integration with Tabs3 Billing Software,
Tabs3 Accounts Payable Software and Tabs3 General
Ledger.
- Same look and feel as Tabs3 Billing Software.
- Call one support team for help with all Tabs3 products.
- Tracks an unlimited number of trust accounts.
- Manages up to 99 different bank accounts.
- Warns you when an account goes below a minimum balance.
- Easy reconciliation of bank statements.
- Prints IRS 1099 forms or saves them to a file for
electronic filing.
- Prints checks.
- Prints ledgers for individual or all trust accounts
and bank accounts.
- First approved by the American Bar Association in
1985.
- When integrated with Tabs3 Billing Software:
- Trust balances appear on work-in-process reports.
- Trust transactions or balances can appear on billing
statements.
- Payments made to your firm from a client's trust
account can automatically generate a payment in Tabs3.
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