How to transfer funds to a trust account? - CaseFox | Trust Accounting

How to transfer funds to a trust account?


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.