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Tech Tip #131: How Often Should Your Firm Perform 3-Way Reconciliations?

It’s no secret that there are many laws and regulations associated with how your firm manages trust accounts. Depending on your jurisdiction you may be required to perform a 3-way reconciliation every 30, 60, or 90 days. But is that really enough? The truth is your firm should be reconciling all accounts daily to ensure that any mistakes are caught as they happen and your firm is always audit-ready.

CosmoLex Team