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.
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
Thank you!