These times are very hard and our practices have already changed dramatically. We need mobility- the ability to run our practices from home, an office, or anywhere we have an internet connection, without effecting the high quality of our work product.
This Tip shows a simple way to keep your client's financial data clearly organized and accessible to you with maximum flexibility and no reduction in quality.
Now create a folder for your client's matter in a cloud account like iCloud or Dropbox. Then create individual files for each financial account and name them in the same manner as you did in Settlyd.
One more point: Scan and save all notes, correspondence and filings in the same cloud based folder.