Trust Accounting handles unlimited bank accounts and up to five accounts per case to separate checking and interest bearing funds. Prints checks, pays bills and retains a complete audit trail for reconciling monies being held for a client.
- Unlimited number of bank accounts
- Manages up to 5 separate bank accounts, such as checking, investing, etc. for any matter
- Transfers monies between accounts
- Track deposits, interest and disbursements
- Laser printed disbursement checks
- Pay firm bills from a client’s trust account
- Unlimited number of trust transactions
- Protection against overdrafts
- Management and bank reconciliation reports
- On-screen inquiry
- Creates transactions for the general ledger
DDI, Inc. • 1939 Waukegan Road •
Suite 207 A • Glenview, IL 60025
Phone: 847/486-0003 • Fax: 847/486-8884
E-Mail: info@ddisoft.com