Summary
Learn how trust data policy works in Box+Dice and the policies in place to help maintain accuracy, transparency, and compliance.
About trust data policy
Trust accounting requires that all client fund transactions remain accurate and traceable. To support this:
- Once data is entered, it is not modified to ensure there is always a clear audit trail
- If an error occurs, clients can make corrections directly where options are available in the system
- This approach ensures records remain consistent and auditable, even if adjustments are needed
Maintaining an unbroken transaction trail is important for transparency, reporting, and audit readiness. While this may sometimes seem less flexible, it provides consistency and helps ensure trust accounting integrity.
Note: This article is for general guidance only and does not replace your internal accounting or compliance requirements.