logo

Tech Tip #80 – Reconcile Credit Card Accounts

Trust Accounting

Law practices can often forget to reconcile credit card accounts. Firms used to only use credit cards for their business expenses, but it is becoming much more common for firms to use credit cards for matter expenses. You should have one credit card strictly for matter expenses. This card needs to be reconciled in the same way you would a bank account. Reconciling will help you uncover any errors or any charges that are not matter related. Learn more about how reconciliation can be made easy.

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
LinkedInX

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