How to add a trust account?
With CaseFox you can quickly add a trust account with just a few steps mentioned below
1. Log in to CaseFox.
2. In the navigation bar, click on the "Accounts" tab.
3. Click the "Add Account" button on the right side.
4. Fill in the account details. Ensure that you do not check the box option at the end (as this will create a Firm's Operating Account instead of a trust account for client funds).
6. Click "Save" to complete the process.
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