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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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