How to Send EOFY Trust Statements in Law App
Send end-of-financial-year trust statements to all your clients in bulk from the Trust Ledger, with each client’s ledger PDF attached.
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How to use the AML/CTF register in Law App to manage your reporting obligations
How to use the AML/CTF register in Reports to track SMR, TTR, UAR and CBM lodgements and Compliance Officer escalations by financial year.
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