In this episode, Sarah and Steve dive into one of the most critical (and often overlooked) tools for fraud prevention in law firms: Positive Pay. Sarah and Steven take the reins and get real about the risks law firms face and how Positive Pay can serve as a financial fortress.

They unpack the benefits, challenges, and day-to-day realities of implementing Positive Pay, especially when managing both operating and trust accounts. From the importance of data accuracy to working hand-in-hand with your bank, this episode sheds light on how a little extra effort can lead to major cost savings and stronger financial security.

Whether you're new to the concept or looking to tighten up your internal controls, this conversation is packed with practical insights and straight talk about keeping your clients' funds—and your firm—safe.

03:13 Managing Positive Pay for Law Firms
05:51 ACH and Check Fraud Prevention
08:38 Practical Tips and Real-Life Examples
21:29 Workflow and Security Protocols

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.