We can almost hear what you are thinking - "You mean I can actually get someone else to reconcile my trust account for me? This could save me a great deal of time and money." Well, you are correct.
The SoftPro Trust Account Reconciliation Service is designed to completely take care of one of the most time consuming and often neglected tasks in our business - the reconciling of trust accounts. By using ProTrust for your trust accounting and subscribing to this service, the mundane and time consuming reconciliation activities are completed by SoftPro. All of your trust accounts will be kept accurate and up-to-date while allowing you more time for other pursuits. So how does this service work?
From an option on the ProTrust menu, you can prepare your trust account database for transmission and send it and your bank statement to SoftPro. While SoftPro is reconciling your trust accounts you may continue to use ProTrust as usual, importing/exporting your closings and printing the checks necessary for your normal course of business.
Upon receipt of your monthly reconciliation data, a trained member of the SoftPro Reconciliation Team will perform the reconciliation of your accounts and ensure that the accounts are in balance. A full set of reconciliation reports will be produced and returned to you along with a list of any items requiring follow-up by you.
For more information on the SoftPro Trust Account Reconciliation Service, including pricing
information, please call us at 800-848-0143
SoftPro’s enhanced Trust Account Reconciliation Service now includes Daily Fraud Monitoring.
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