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. ...
1. Log in to CaseFox. 2. In the navigation bar, click on the "Clients" tab. 3. Select the client to whom you want to add trust funds. 4. Navigate to the "Trust Transactions" tab. 5. On the right side, click on the "Add Funds" button. 6. Fill in the ...
Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Add Funds -> Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Go to the sub-tab trust ...
1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. On the right-hand side, click the "Transfer Funds" button. 5. Enter the required details. 6. Click "Save" to complete the transfer.
1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. On the right-hand side, click the "Withdraw Funds" button. 5. Enter the necessary details. 6. Click "Save" to complete the process.