Manage Trust Accounts

When you take advantage of the billing capabilities in Credenza Pro you can manage trust accounts and meet your trust account obligations. Each of your client files includes a Trust tab where you can see all of the trust transactions related to each. Track incoming and outgoing trust transactions. You can enter an initial trust account balance and then transfer between a client's files, and use it towards an outstanding invoice. You also have the flexibility to create as many trust accounts as you need for your practice.