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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The MyPrivate Family Office Software offers comprehensive coverage across all essential areas for families. It is installed locally, ensuring that no data is kept in the cloud, which greatly enhances data privacy and protection against fraud. The system features highly automated payment processing, accommodating various methods including the Swiss QR bill and online banking for Switzerland and the EU, along with real-time access to stock quotes and forex rates. The integrated EDM system allows seamless access to original documents such as invoices, certificates, and protocols across all modules. Designed to be a global solution, MyPrivate caters to every aspect of personal and family life, regardless of how intricate or large it may be. This makes it an invaluable tool for families seeking to maintain control and oversight over their financial affairs.

Description

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Microsoft 365
Microsoft Excel
Microsoft Exchange
Microsoft Word
NetDocuments
PenSoft Payroll Plus
PracticeMaster
Uptime Legal
Windows 11
Worldox
iTimekeep

Integrations

Microsoft Outlook
Microsoft 365
Microsoft Excel
Microsoft Exchange
Microsoft Word
NetDocuments
PenSoft Payroll Plus
PracticeMaster
Uptime Legal
Windows 11
Worldox
iTimekeep

Pricing Details

$384 per license
Free Trial
Free Version

Pricing Details

$40/user/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MyPrivate

Founded

2013

Country

Switzerland

Website

myprivate.ch/en/

Vendor Details

Company Name

Tabs3 Software

Founded

1979

Country

United States

Website

www.tabs3.com

Product Features

Product Features

Law Practice Management

Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

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