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Audit trail on all trust system accounts by Activity Type, Date Range or Matter |
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This report is useful in that it helps you meet your Trust compliance regulations. These records can be used to see who did what in the Trust accounts. |
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For more information on Trust Accounting in Actionstep see here |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053523014 |