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It is Trust Account Auditing time again and I need to provide a client list to my Accountants to enable them to choose random files to examine to ensure that I am complying with my Trust Account obligations.

I am able to do a matter list or a client list for the financial year but this is too many files.  I need to provide a list of clients/matters that used my Trust Account during the 2023/24 financial year to my Accountants.

Can someone advise how this list can be produced?

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