Adding a New Trust Account

Overview

This tutorial will walk you through the steps to add a new trust account.

Steps

1. Start on the Dashboard Page and select MISCELLANEOUS

2. Select Manage Firm Settings and then Manage Trust Accounts

3.  Under Create Trust Account, Type in the Account Name.

 Optional Step: Type in a Description.

4. Save all changes. 

Save & Close – information will be saved and you will be redirected to the Dashboard page.