Articles on: Accounts

How to download all trust account data?

With CaseFox you can add personal note of a particular trust account transaction; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Trust -> Add

Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Choose Accounts from the side bar.
On the top right, you’ll find a download icon, click on that.
A file will be downloaded with all your trust transactions and data.

Updated on: 23/03/2023

Was this article helpful?

Share your feedback


Thank you!