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How Do You Perform a Three-Way Trust Account Reconciliation?

MyCase

In fact, you may have done a two-way reconciliation yourself when balancing a checkbook—making sure the amount of your various deposits and written checks matches the balance in your bank account. Trust Account Bank Statement The final component of a three-way trust account reconciliation is the account statement generated by the bank.

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5 Billing Best Practices From Top-Performing MyCase Customers – Webinar Recap

MyCase

From time tracking to collecting payment, MyCase ensures that attorneys can maintain proper records and aren’t scrambling to reconcile their finances. And then the payments that are made against those invoices are automatically reconciled and fed back into the system and live in the context of your case and client files for your records.