Efficiently manage client funds in an escrow account and
be confident you are in legal compliance!
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Unlimited Trust Accounts
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Unlimited clients or projects within one bank
account
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Assign client or project while entering checks
and deposits
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Trust Account reconciliation
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Track Trust Account adjustments
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View Trust Account register anytime
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Trust Account reports include: Client Trust
Balances, Client Trust Transactions, Trust Account Activity
Ideal for any situation where client funds need to be
maintained; i.e. real estate, student activity funds, resident funds, etc.
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