Trust Account

[aindemnity]

I'm currently having to check the sweeps from the companies I work with on a daily basis to my bank account. I run eight offices and it has become time consuming to do them all. Any advise how to this more efficiently?

 

[PFG Agency]

I assume you're talking about the p&c sweeps accounts. Is it a separate account? Do you use an accounting program like Quickbooks? Why are you checking them daily? We allow all of our sweep account transactions download to Quickbooks.