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Tech Tip #24 – Surviving Your Trust Account Audit

As you all know, trust accounting is no joke. You need to keep on top of compliance regulations to ensure no issues occur come audit time. In the past, trust accounting was often kept outside of a Firm’s Legal Practice Management system. That creates many inefficiencies which lead to serious errors. Fortunately, CosmoLex fully integrates trust accounting from start to finish along with your billing, practice management, and business accounting.

Here is a video which demonstrates what can go wrong when managing your trust account, and how CosmoLex aids in preventing all of these mistakes. Click Here To View The Video

CosmoLex Team