This document is intended as a general guide to assist with the migration of Trust and Accounting data from your existing system to your new mattero account.

Please note, if you have any questions regarding specific aspects of this process, you can consult the mattero Knowledge Base or contact mattero Support.

Any questions surrounding your organisation’s accounting practices or Trust account should be directed to your accountant or the relevant authority.

This document can be printed to serve as a physical list, and can also be used as an interactive PDF to track your ongoing progress.

All Downloads