Trustbooks - How it Works (2021)

ByRobert AmbrogiPublished inProduct DemosMarch 17th, 2023

In This Video:

00:00 - Introduction to Trustbooks

02:47 - Dashboard

03:55 - Overview of Trust Accounting

05:26 - Daily Workflow

10:43 - Integrations

13:31 - Month-End Reconciliations

20:27 - Reporting


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Robert Ambrogi
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