Software For Managing Trust Accounts

trust accounting, simplified

Designed specifically for attorneys to help them easily manage
client accounts and stay compliant with their State Bar.

Powerful trust accounting software, that’s easy to use.

Manage Your Trust Account On a Client-By-Client Basis

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Record transactions in and out of your trust account.
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Easily run reports for specific clients.
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Always know what’s in your clients’ account.
Client ledger statement

Breeze Through Reconciliations

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Straightforward prompts that make reconciliations super simple.
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Accounting made easy! The way it should be for non-accountants.
Bank

Ensure Compliance with Your State Bar

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Built-in controls that keep you in-compliance.
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Automatically generated reports for State Bar compliance.
Jail

Automate Three-Way Trust Reconciliations

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Three-Way Reconciliations balance your trust ledger, client ledgers, and bank statement. Automatically generate this report every time your reconcile.
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Three-Way Trust Reconciliations are the number one area where attorneys get into trouble with their State Bar!
Three way reconciliations

Take 20 Minutes To See How It Works

SCHEDULE DEMO
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    Designed Specifically
    for Attorneys.

    Intuitively designed. No complex accounting terminology or setup required. User-friendly navigation to manage every aspect of your trust account.

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    Secure access-
    anytime, anywhere.

    Your data is secure with automatic backups and bank-grade encryption. Access from your desktop, tablet, or mobile.