Set a Payee’s Default Chart of Account You can set up a default chart of account for vendors or payees to which you frequently or re…
Transfer Operating Retainer Funds to Trust Account Under certain circumstances, you may move client funds from your operating account to yo…
Use the Account Register The account register allows you to view, add, and edit individual transactions associat…
Webinar: Advanced Accounting Functionality In this 40-minute webinar, you will learn about: Enforcing Correct Use of COAs Accountin…
Year End Tax Preparation Guide You can use this guide to help you gather the documentation you will need to file your firm&…
Manage Your 1099-Eligible Payees You can flag payees that qualify as 1099-eligible and produce reports to monitor your fir…
E-File a 1099-MISC Form You can use our Excel template to e-file your 1099-MISC Form. E-File a 1099-MISC Form To e-…
Matter to Matter Internal Funds Transfer With our matter-to-matter internal transfer tool, you can transfer funds between: Trus…