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Let us show you how to access your firms Cashbook Accounts in CaseLoad.

Accessing Cashbook Accounts

Access client, firm and any other bank accounts you have in CaseLoad.

See period movements on screen with current balances and track the debit and credit postings on each account.

Benefits of Cashbook Accounts

  • Quickly see movements and balances
  • View all client and firm accounts on one screen to track balances


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