I need to transfer money from one trust account to another trust account. How do I record the process in the software?   Read More...


We have a client that has multiple matters. One of the matters has completed its work, but has excess trust monies. The client has authorized moving the money to another trust account. What is the best way to perform this transfer?   Read More...


We are changing where we bank for our trust accounts. I have already added the new bank to the Trust Accounting Software and set up each of the clients with new Trust Accounts for the new bank. How can I transfer their balances over to the new bank?   Read More...