How to download all trust account data? - CaseFox

How to download all trust account data?


1. Log in to CaseFox.
2. Choose "Accounts" from the navigation bar.
3. Click on the "Trust Accounts" tab, then click on the account whose data you want to download.
4. On the top right, you will find a download icon, click on that.
5. Select the download option (PDF or Excel) to download the trust transaction data.

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