Trust Account for Law Firm - what account type to select?

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mclaw
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Trust Account for Law Firm - what account type to select?

Post by mclaw »

Hi All,

I came across this software and I'm trying to use it to manage my trust account for my law firm.

I set the account up as a term account, but I am unsure as to whether this is correct or not.  

Does anyone have any suggestions as to how to best set up the account in the program?

Thanks,

MCLAW

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