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FilePro Best Practice: EOFY 2023 Checklist

The end of the financial year (EOFY) means a long list of time-consuming tasks for most firms. Thankfully, FilePro allows you to continue to function following EOFY without having to carry out any specific end-of-year process. Here’s how >>

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Streamline your trust accounting: FilePro’s Trust Dashboard explained

To help make your trust accounting obligations less onerous, FilePro has a Trust Dashboard to mitigate effort and risks. This tool helps strengthen internal risk management and compliance procedures and benefits from FilePro’s fully integrated platform (which includes all your matters plus financial records).

The Trust Dashboard is available to all firms. Watch this video to see how it works.

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Actionstep acquires Filepro