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Tag: Trust Accounting


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...


Wondering what all the fuss is over the new look of Version 19, but don’t have time to read up on it? It takes less than two minutes to watch it in action.   Read More...


You may have already heard that Version 19 has been released, but you might have a few questions prior to updating, or while using the new version for the first time.   Read More...


If you’ve updated to Version 19, then you’re familiar with the new look. But did you know that you can customize it?   Read More...