Third Party Integration Requirements (Ver. 15)

Last reviewed: 01/10/2012
Article ID: R11276

The information in this article applies to:

Note: If you are working with Version 16 products, refer to R11300, "Third Party Integration Requirements (Ver. 16)".

Summary

This article provides an overview of the specific versions and releases of third party applications currently tested and supported that integrate with or convert to Tabs3 and PracticeMaster Version 15 software.

Integration

Tabs3 Billing Software

Third Party Application

Tested

KB Article

Notes

Amicus Attorney®
Gavel & Gown Software
www.AmicusAttorney.com

  • Amicus 2010 Small Firm Edition
  • Amicus 2009 Small Firm Edition
  • Amicus 2008 Small Firm Edition

R10169

  • There are no reported issues with Amicus 7.
  • Testing has only been performed with the Small Firm Edition.
  • There are issues with the Premium Edition of Amicus 2010, 2009, 2008, 2006, and 7. Client address information does not come over. Tabs3 rates are not used. Description does not come over with quotes, therefore causing problems when commas are in the field.
  • When integrating back and forth between Amicus 2010 and Tabs3 (versions 16/15), some Client Names are being removed. One time integration does not cause this problem, it only occurs when integrating between Amicus and Tabs3 repeatedly.

QuickBooks® QBXML
Intuit
www.QuickBooks.com

  • QuickBooks 2012 Premier
  • QuickBooks 2011 Premier
  • QuickBooks 2010 Premier
  • QuickBooks 2009 Premier

R10866
R10945
  • There are no reported issues with QuickBooks Enterprise Solutions 12.0, 11.0, 10.0, 9.0 or 8.0; QuickBooks Premier 2012, 2011, 2010, 2009, 2008; or QuickBooks Pro 2012, 2011, 2010, 2009 or 2008. 
  • QuickBooks Simple Start does not support QBXML integration.
  • QuickBooks Online does not integrate with Tabs3 or PracticeMaster software.
  • QuickBooks must be run in Multi-User mode (unless using QuickBooks RDS).

QuickBooks® IIF
Intuit
www.QuickBooks.com

  • QuickBooks 2012 Premier
  • QuickBooks 2011 Premier
  • QuickBooks 2010 Premier
  • QuickBooks 2009 Premier

R10866
R10872
R10908
R10945

  • There are no reported issues with any 2012, 2011, 2010, 2009 or 2008 version of QuickBooks that supports the IIF format.

Time Matters®
LexisNexis
www.TimeMatters.com

  • Time Matters 11
  • Time Matters 10, Service Release 3

R10502

PracticeMaster

Third Party Application

Tested

KB Article

Notes

Adobe Reader
Adobe Acrobat
Adobe Systems Incorporated
www.Adobe.com
  • Adobe 9
  • Adobe 8
  • Adobe 7

 
  • Adobe 7 or higher is required.
  • When using Adobe 10, PracticeMaster Toolbar Plug-in for PracticeMaster will not work unless you disable protected mode. R11344 includes more information.

CompuLaw®
www.compulaw.com

  • CompuLaw 10
  • CompuLaw 9

 

  • PracticeMaster Version 15.3 and later requires CompuLaw 10 for integration.
  • PracticeMaster Version 15.2 and earlier integrates with CompuLaw 9.

Excel®
Microsoft®
Office.Microsoft.com

  • Excel 2010
  • Excel 2007
  • Excel 2003

Note: Excel 2010 64-bit requires Version 16 for integration.

 

  • There are no reported issues with Excel 2002 or Excel 2000.

Exchange Server
Microsoft®
www.Microsoft.com/Exchange

  • Exchange Server 2003

R11041

  • There are no reported issues with Exchange Server 2007 or 2000.

GroupWise® Calendar
Novell®
www.Novell.com

  • Version 7.0

Note: Integration with GroupWise was discontinued with the release of PracticeMaster Version 16.

R10915

  • There are no reported issues with GroupWise 6.5.

    Note: There are no plans to test GroupWise Version 8 in Version 15.

GroupWise® E-mail
Novell®
www.Novell.com

  • Version 7.0

Note: Integration with GroupWise was discontinued with the release of PracticeMaster Version 16.

R10997

  • There are several known issues, as documented in R11209.

    Note: There are no plans to test GroupWise Version 8 in Version 15.

HotDocs®
LexisNexis
www.HotDocs.com

  • HotDocs Developer 10
  • HotDocs 2009 Professional Edition
  • HotDocs 2008 Professional Edition

Note: HotDocs Developer was HotDocs Professional in previous versions.

R11061
  • The ability to assemble PDF forms requires HotDocs PDF Advantage Professional Edition or HotDocs 10 (which has PDF Advantage built in).
  • HotDocs 10/2009 requires integration with PracticeMaster Version 15.2 or later in order to edit cross reference files.
  • There are no reported issues with HotDocs User 10; or HotDocs 2009, 2008, 2007, or 2006 Standard Edition.
  • HotDocs Player is not supported.
  • HotDocs Server Based products (i.e., HotDocs Workstation or HotDocs Server) are not supported.
  • HotDocs 10.1 will not integrate with PracticeMaster Version 15.3 and earlier.

Internet Explorer®
Microsoft®
www.Microsoft.com

  • Internet Explorer 9
  • Internet Explorer 8
  • Internet Explorer 7

R10979
R11251
  • There are no reported issues with Internet Explorer 6.

Outlook® E-mail
Microsoft®
Office.Microsoft.com

  • Outlook 2010
  • Outlook 2007
  • Outlook 2003

Note: Outlook 2010 64-bit requires Version 16 for integration.

R10997

  • There are no reported issues with Outlook 2002 or Outlook 2000.
  • Outlook 2003 e-mail integration may require a HotFix from Microsoft.

Outlook® Calendar & Contacts
Microsoft®
Office.Microsoft.com

  • Outlook 2010
  • Outlook 2007
  • Outlook 2003

Note: Outlook 2010 64-bit requires Version 16 for integration.

R10924

  • There are no reported issues with Outlook 2002 or Outlook 2000.

PaperPort
Nuance
http://www.nuance.com

  • PaperPort 12
  • PaperPort 11

 

  • There is a known issue printing to the PaperPort Image Printer (R10212).
  • There are no other reported issues with PaperPort 10 or PaperPort 9.

QuickBooks® QBXML
Intuit
www.QuickBooks.com

  • QuickBooks 2012 Premier
  • QuickBooks 2011 Premier
  • QuickBooks 2010 Premier
  • QuickBooks 2009 Premier

R10866
R10945

  • There are no reported issues with QuickBooks Enterprise Solutions 12.0, 11.0, 10.0, 9.0, or 8.0; QuickBooks Premier 2012, 2011, 2010, 2009, 2008; or QuickBooks Pro 2012, 2011, 2010, 2009, or 2008.
  • QuickBooks Simple Start does not support QBXML integration.
  • QuickBooks Online does not integrate with Tabs3 or PracticeMaster software.
  • QuickBooks must be run in Multi-User mode (unless using QuickBooks RDS).

QuickBooks® IIF
Intuit
www.QuickBooks.com

  • QuickBooks 2012 Premier
  • QuickBooks 2011 Premier
  • QuickBooks 2010 Premier
  • QuickBooks 2009 Premier

R10866
R10872
R10908
R10945

  • There are no reported issues with any 2012, 2011, 2010, 2009, or 2008 version of QuickBooks that supports the IIF format.

Word®
Microsoft®
Office.Microsoft.com

  • Word 2010
  • Word 2007
  • Word 2003

Note: Word 2010 64-bit requires Version 16 for integration.

R11015

  • There are no reported issues with Word 2002 or Word 2000.

Worldox®
World Software Corporation
www.Worldox.com

  • WORLDOX GX2
  • WORLDOX GX

R11047
R10656

Worldox GX2 may require a patch from Worldox. You also need PracticeMaster Version 15.3 or later.

Tabs3 General Ledger Software

Third Party Application

Tested

KB Article

Notes

PenSoft Payroll
Peninsula Software of Virginia, Inc.
www.PenSoft.com

  • PenSoft 2011
  • PenSoft 2010
  • PenSoft 2009

R10253

  • There are no reported issues with PenSoft 2012.
  • PenSoft Payroll Lite Edition does not integrate with GLS.
  • PenSoft software is provided on a yearly subscription basis (i.e., 2009, 2008, etc.). There are no known issues with any version of PenSoft Payroll. However, menus used to access various versions differ slightly as documented in R10253.

Tabs3 Palm Software

Third Party Application

Tested

KB Article

Notes

Palm Desktop®
Palm, Inc
www.Palm.com

  • Desktop 6.2
  • Desktop 4.1.4
  • Desktop 4.0.1

R10682

 

Palm HotSync Manager®
Palm, Inc
www.Palm.com

  • HotSync Manager 7.x
  • HotSync Manager 6.x
  • HotSync Manager 4.x 
   

Palm OS®
Palm, Inc
www.Palm.com

  • OS 5
  • OS 4.1

R10682

  • Palm OS 5 handhelds require Tabs3 Version 15, Version 14 or Version 12.

PracticeMaster Palm Conduits

Third Party Application

Tested

KB Article

Notes

Palm Desktop®
Palm, Inc
www.Palm.com

  • Desktop 6.2
  • Desktop 4.1.4
  • Desktop 4.0.1

R10663

  • Integration requires Version 4.0.1 or later; integration with Version 4.0 will not work.

Palm HotSync Manager®
Palm, Inc
www.Palm.com

  • HotSync Manager 7.x
  • HotSync Manager 6.x
  • HotSync Manager 4.x 
   

Palm OS®
Palm, Inc
www.Palm.com

  • OS 5
  • OS 4.1

R10663

 

Conversion

Tabs3 Billing Software

Third Party Application

Tested

KB Article

Notes

Timeslips®
Sage
www.Timeslips.com

  • Timeslips 2011
  • Timeslips 2010
  • Timeslips 2009
  • Timeslips 2008
  • Timeslips 2007
  • Timeslips 2006
  • Timeslips 2005
  • Timeslips 2004
  • Timeslips 11

R10449

If you need to convert from an earlier version of Timeslips, please contact Technical Support.

PracticeMaster

Third Party Application

Tested

KB Article

Notes

AbacusLaw®
Abacus Data Systems, Inc.
www.AbacusLaw.com

 

R10541

  • There are no reported issues with AbacusLaw 18, AbacusLaw 17 or AbacusLaw 16.

Amicus Attorney®
Gavel & Gown Software
www.AmicusAttorney.com

  • Amicus 2009 Small Firm Edition
  • Amicus 2008 Small Firm Edition

R10538

  • There are no reported issues with Amicus Small firm Edition versions 2009, 2008, or Amicus 7.
  • Conversion has not been tested with Amicus 2010.
  • There are issues with the Premium Edition of Amicus 2010, 2009, 2008, 2006, and 7. Client address information does not come over.  There may be other issues.

GroupWise
Novell
www.Novell.com

 

R10679

  • There are no reported issues with GroupWise 7, GroupWise 6.5 or GroupWise 6.0.

    Note: There are no plans to test GroupWise 8 in Version 15.

Outlook
Microsoft
www.Microsoft.com

 

R10540

  • There are no reported issues with Outlook 2007, Outlook 2003, Outlook 2002 or Outlook 2000.

Time Matters®
LexisNexis
www.TimeMatters.com

 

R10539

  • There are no reported issues with Time Matters 9.0, 8.0, and 7.0.

Operating Systems and Servers

Third Party Application

Tested

KB Article

Notes

Microsoft Windows Operating System
www.Microsoft.com/Windows

  • Windows 7 64-bit
  • Windows 7 32-bit
  • Windows Vista 64-bit
  • Windows Vista 32-bit
  • Windows XP

 

  • There are no reported issues with Windows 2000. However, future versions of Tabs3 and PracticeMaster will no longer support Windows 2000 as an operating system. The current version of our software, Version 15, will still run under Windows 2000. 

Microsoft Servers
www.Microsoft.com/Windows

  • Windows Server 2011 64-bit and 32-bit
  • Windows Server 2008 64-bit and 32-bit
  • Windows Server 2003 32-bit

 

  • There are no reported issues with Windows Server 2000. However, future versions of Tabs3 and PracticeMaster will no longer support Windows 2000 as an operating system. The current version of our software, Version 15, will still run under Windows 2000. 

Microsoft Terminal Services
www.Microsoft.com

  • Terminal Services 2008
  • Terminal Services 2003
 

 

Novell Client
www.Novell.com

  • Novell Client for Windows Vista

R10200
  • Due to locking issues, we recommend not using the Novell NetWare Client for Vista workstations. This applies to Client 2, Client 1 SP1, and Client 1. We recommend installing Novell Native File Access on the server and have Vista workstations connect using the Common Internet File System (CIFS) protocol over TCP/IP instead of via the Novell Client for Windows Vista.
  • Novell Client for Windows 2000/XP

R10200
  • There are no reported issues with Novell Client 4.91 SP3 for Windows 2000/XP.

Novell NetWare
www.Novell.com

  • NetWare 6.5

R11262
  • There are no reported issues with NetWare 6.0.

Disclaimer

Specific versions that have been tested with our software are listed in the Tested column. Any known issues regarding a specific version are shown in the Integration Notes column. Although we assume that later versions will integrate the same as the previous version, this may not always be true; therefore we cannot guarantee that integration with a later version will work unless it has officially been tested. Additionally, support will be provided if an issue is encountered with an earlier version of third party software, but could be limited based on availability of the older software.

References

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