Top

Trust Account Clients

Information specific to Trust Account Clients can be recorded in MyWorkpapers which in turn helps populate sections of your engagement files. To access these additional fields:

  1. Select My Files and Clients;

  2. Select the client from the list;
  3. Select the Business tab and Client Type dropdown to pick from one of the three different Trust Account client types you can select from;

    TA_1.png
  4. Once Legal Professionals Trust Account, Agents Trust Account or Accountants Trust Account is selected new Trust Account and Client Logins tabs will appear;

    TA_2.png
  5. Information can be entered into the cells which will flow through to the engagement file and populate some of the client information. Additional Trust Accounts can also be added if required;

    TA_3.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.