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Call us on: fax :09 444 1044

EXISTING PRACTICE

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Why Move to L.A.B?

Unable to find a suitable trust accounting person?

Using manual ledgers?

Using outdated software?

Using non compliant trust accounting software?

 

Moving to L.A.B. is simple

Simply contact us.  We will forward you an Application form to Join and an End User Agreement for consideration and signing.  We will discuss whether you wish to use our inhouse software juniorPartner or if you already have your own software, we just need your IT people to set us up to remotely log in. 

How it works...

  • Send us a copy of your last month end reconciliation and all related reports such as unpresented payments list and outstanding deposits list (if any). 
  • A list of client balances
  • Last bank statements
  • If you wish to have data imported from an existing system, please contact L.A.B. for further instructions.

If you opt to use our inhouse software, once we have either imported your data, or loaded the opening balances and reconciled to your last bank reconciliation, we are ready to start processing your work.  Client ledgers are available 24/7 online.