We’re excited to roll out two highly-requested features we’ve been working on behind the scenes:
The multiple trust accounts feature is currently in beta testing. If you would like this to be enabled for your firm, reply to this thread and we’ll make it happen!
Watch now:
Add surcharges to invoices
Easily add fixed-fee or percentage-based surcharges to your invoices. Using a calculator to figure out credit card surcharges or sales taxes is now a thing of the past!
Manage multiple trust accounts
We’re making it possible to handle transactions and bank reconciliations for more than one trust account. This is a great feature if your firm owns multiple trust accounts operating across different states. You can also use this feature to easily manage the process of drawing down your current trust account to transition to another bank.