Articles on: Accounts

How to add a trust account?

With CaseFox you can quickly add a operating account; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Add Account -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the left side bar.
Choose Accounts from the left side bar.
On the right side, click on “add account” button
Fill in the account details, check the box to select as an operating account.
Click on save.

Updated on: 10/03/2023

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