Trust - How to deactivate the Trust Administrative Fee (TAF) option

To deactivate the Trust Administration Fee (TAF) option in your environment, please follow the instructions below. This option must be disabled by each firm currently using it.

Step-by-step instructions

1. Open Firm Properties

2. Go to the Details tab

3. Uncheck the option “Use TAF”

4. Click Apply, then OK

5. Log out of Acumin

6. Log back in for the change to take effect

Additional Documents:

Trust - Configuring TAF Automation for BC Law Society Compliance | Acumin Documentation

Trust - New TAF Process for prior versions for BC Law Society Compliance | Acumin Documentation