Tech Tip #253: Always Print Backups of Trust Accounting Reports

CosmoLex TeamCosmoLex Blog, Tech Tips, Trust and Retainer Accounting

Always Print Backups of Trust Accounting Reports

Part of maintaining trust accounting in accordance with Bar Association rules and regulations is running regular reports to ensure client ledger accuracy and proper bookkeeping. To avoid any compliance violations and resulting sanctions, be sure to print out copies of these reports. This way even if a file is accidentally deleted or corrupted you’ll still have access to the records.

See what reports you should be running in our webinar, 7 Essential Trust Accounting Reports.


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