Did know there are 3 ways to add documents to a trust record in iTrust?
- Create a new document from over 150 templates available in iTrust.
- Upload an existing document from your pc or network.
- Create a hyperlink to a document you have saved online.
Once linked to a trust these documents will be available for you to view on any device.
Uploading Tip: Select Multi Select if you have more than one document to upload
Recent Change: You can now edit the creation date on documents you upload:
CCH iTrust new developments & Updates
- Coming Soon - Online checklists.
Complete checklists online within the iTrust software. Share checklist information in real time with your colleague and access checklists from anywhere.
- Do you use Xero? We are currently working on a Xero interface. If you would be interested in testing this feature and giving us some feedback please email Karen.Rogers@wolterskluwer.com
For a CCH iTrust training, please contact Suzy.Hardy@wolterskluwer.com