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.

2. Click the Manage Firm Settings link under the Trust Account section.

The New Trust Account page is displayed.

3. Type in the Account Name.

4. Optional Step: Type in a Description.

5. Save all changes. You have two options:

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

Save & Create New Trust Account – information will be saved and you have a shortcut option to go directly to the New Trust Account to create another trust account.