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What-to-Consider-When-Switching-Banks-for-Trust-Accounts

Tech Tip #212: What to Consider When Switching Banks for Trust Accounts (Part 2)

Changing trust bank accounts is an involved process. When moving such accounts, it is important to follow specific trust accounting rules to ensure all money is accounted for and the bookkeeping is properly updated.  Protect client funds properly by considering these tips when switching banks for trust accounts.

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CosmoLex Team

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. Trusted by thousands of legal professionals across the U.S. and Canada, CosmoLex is a leader in next-gen legal practice management software. Learn why CosmoLex is quickly becoming the #1 choice for solo, small and mid-sized law firms...Start a free trial at www.cosmolex.com/register