Statement comments provide the ability to add internal notes to fee, cost, client funds, and payment transactions that will be shown on draft statements, but not on final statements. Additionally, statement comments are included on the Fee and Cost Verification Lists, Detail Work-in-Process Report, and optionally on the Transaction File List and Task Code Billing Report (new for Version 19.1.10.1180). Read More...
A new look, faster processing time, and better reporting – Data File Integrity Check (DFIC) has been updated for Version 19! Read More...
Did you know that software updates are included with maintenance at no additional charge? Our maintenance plan is best known for its first class technical support; however, there are more benefits to having maintenance! Read More...
Not only can you easily search for any actions, file, or report in the software via Search Actions, but you can also customize the Quick Launch pane to always show your most used actions and most accessed client matters! Read More...
People rely on their credit cards more and more to pay for things like clothes, medical procedures, and legal services. Read More...
