How to update details of a trust fund account?

With CaseFox you can update details of trust fund accounts; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Trust Account ->Edit Icon -> 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.
Go to the desired trust account.
Click on the desired trust account, on the top right you’ll find an edit icon.
Click on it & fill in the details.
Click on save.

Updated on: 15/11/2023