Trust Accounting

IOLTA compliant trust account management. Three-way reconciliation, client ledgers, and compliance reporting built in.

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IOLTA Compliant Trust Management

Bar Compliant: Our trust accounting meets the requirements of all 50 state bar associations.

Client Trust Ledgers

Individual trust ledgers for each client matter. Track deposits, disbursements, and running balances with complete audit trails.

  • Individual matter ledgers
  • Complete transaction history
  • Running balance tracking
  • Audit trail for all transactions

Three-Way Reconciliation

Automated three-way reconciliation between bank statements, book balance, and client ledgers. Identify discrepancies instantly.

  • Bank statement import
  • Automatic matching
  • Discrepancy identification
  • Reconciliation reports

Trust Transactions

Record deposits, disbursements, and transfers with proper categorization. Print checks and track cleared transactions.

  • Deposit and disbursement tracking
  • Inter-matter transfers
  • Check printing
  • Cleared transaction tracking

Compliance Reports

Generate all required trust accounting reports. Client ledger reports, reconciliation reports, and transaction histories.

  • Client trust ledger reports
  • Bank reconciliation reports
  • Transaction history reports
  • Negative balance alerts

Stay Compliant with Confidence

Manage trust accounts the right way

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