End-of-Year Essentials

Master End-of-Year Essentials in Tabs3 

Finish the year on stronger footing with a newly streamlined year-end workflow. Watch now to go over the updated steps that make end-of-year tasks simpler, clearer, and easier to complete with Tabs3 Billing and Financials.  

Tabs3 expert Myrna Johns will guide you through your most efficient year-end closing yet with the key reports, checks, and fixes that ensure your numbers are accurate and your firm is fully prepared for 2026. Every step is demonstrated, so you can apply it immediately. 

Walk away ready to: 

• Verify Advanced Client Costs and fix year-end discrepancies 
• Plan and set 2026 budgets using the right Tabs3 tools   
• Identify and fix unapplied payments that affect year-end totals
• Run year-end reports your attorneys and accountant rely on
• Export multi-report Excel files for easy sharing and review 

Watch now.