logo

Tech Tip #210: What to Consider When Switching Banks For Trust Accounts

What to Consider When Switching Banks For Trust Accounts

When switching the banks your firm uses to manage trust accounts it is extremely important to ensure that all of your records and books are complete before making the switch. Migrating faulty data means your new account will have bad data and it is much easier to migrate accurate data than having to go back and make the fixes later.

Learn more about how to prepare for changes to your trust accounts.

Notebook

[ninja_form id=31]
logo
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

clear-view-socialorion-lawrocket-mattertabs3timesolv