End-of-Year Essentials

Master End-of-Year Essentials in Tabs3 

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

Tabs3 expert Jay Crosier 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 2027. Every step is demonstrated live so you can apply it immediately.

Walk away ready to: 

• Plan and set 2027 budgets using the right Tabs3 tools
• Run year-end reports your attorneys and accountant rely on
• Verify Advanced Client Costs and fix year-end discrepancies
  
• Find and fix unapplied payments that affect year-end totals
• Export multi-report Excel files for easy sharing and review

This training is only offered once a year. Secure your spot now to join us live or get the recording automatically delivered to your inbox.