When you outsource your trust accounting to PAGEZERO you can be confident that the tasks will be carried out to a high standard and that your firm will receive professional support.
You do not need to change your software. PAGEZERO will work with you to ensure you get the best out of the system you are currently using. We will remote into your system and process your trust account transactions on a daily basis (If you are an Infinitylaw user we will utilise the transaction request module).
We will manage all aspects of your trust account and ensure that the NZLS guidelines are adhered to, including:
- Daily processing (including bank transfers, receipts, journals, cheques etc.)
- Ensuring necessary authorities and supporting documentation is available verify payments
- Monitoring investment accounts
- Posting LINZ and MED disbursement transactions
- Daily balancing and bank reconciliation
- Monthly balancing and preparation reports
- Liaising with Trust Account supervisor and management
- Debtor control
- Dormant balances
- Monitoring trust account ledgers and assisting staff when required
Contact us via the form below to find out more, or Live Chat with us to discuss your options.