I guess our only other option is to send a cheque still.

Are there any small firms that can recommend a bank they use which is set up for EFT (different than Interac e-transfer) out of trust accounts?

Thank you

Wondering if any of your firms are transitioning from Soluno On-Premises to the cloud version and your experience for the same.

Particularly interested in any improvement requests you’ve brought up that is yet to be actioned.

Thank you so much!

We are exploring a change to our accounting software to a more automated system. One of the efficiencies offered by the new software is the ability to send invoices directly from the platform. However, it does not appear to allow us to include the lawyers’ signatures when sending bills this way.

When reviewing the Legal Profession A…Read more

We currently use Law Pay to process online payments and there is a card vault feature which encrypts the data once provided by the client. You can set up scheduled…Read more

I’m interested in learning how other firms handle BC PST for non-resident clients where the legal work may vary from month to month.

For example, we have some non-resident clients where most of the work does not relate to British Columbia, but from time to time there may be matters or services that do.

Do you:

– Review each…Read more

For write offs we categorize these into either (1) “TR” time reductions to reduce the time unit e.g reducing 4 research hours to 2 to ensure value to the client or (2) “DT” discounts which reduces the total…Read more

– tracking non-billable time, so it is not captured in hours worked;
– how you are writing down or writing off time;

Any insights or advice is appreciated!

I also had an issue with no support for 2 weeks! No AI, no responses to emails (that you were directed to).

Crazy!

A quick survey about accepting eTransfers into the trust account:
Does your firm accept eTransfers?
If eTransfers are accepted, is there a maximum value?
Do you treat eTransfers as guaranteed funds?
Do you have any issues with unidentified funds being transferred into the trust account?

More than happy to share the results with those who…Read more

Creating the invoices is pretty straight forward. The data entry when opening a file within AS is where it matters the most.

Once we create an account and it is sent off to the client automatically via email, we simply save the PDF copy to the client electronic file…Read more

We currently use Actionstep for our accounting, but we haven’t used it to send invoices yet. We’re looking to transition from manually emailing invoices to using Actionstep’s automated invoicing features, and we’re hoping to learn from those of you who already use the system this way.

If you do send invoices through Actions…Read more

FYI… There is a ticky box in the disbursement charge setup for TAF that excludes Retainer funds. WE have unticked that box so the prompt will present itself regardless of the type of funds received. For amounts under $10K, the accountant is then going to check each time to see…Read more

Thanks,
Leslie

Wondering if anyone has any experience working with an external/contract accountant for some of the higher level accounting needs and could provide a referral. We are looking for someone to assist with things like bank reconciliations, payroll, PST & GST filing, financial reporting, etc. We don’t have enough work in this area to fill a full…Read more

These disruptions have cause huge impact on our firm and my staff. We are unable to confirm the security and integrity of our data as we have multiple duplicate entries showing up, all…Read more