Instant digital templates, 3-way reconciliation workbooks, technical guides, and compliance checklists designed to help solo attorneys, CPAs, and legal administrators maintain bar compliance.
Select a tool below to instantly upgrade your trust accounting workflow.
A concise 5-7 page PDF designed to introduce attorneys to common audit risks and compliance pitfalls before they trigger a state bar investigation.
A step-by-step Standard Operating Procedure (SOP) manual and 15-point inspection guide for law firm staff to execute month-end trust reconciliations.
Quick-reference technical documentation and reference material targeting specialized accounting practices and law firm bookkeeping workflows.
Our full suite of templates, cleanup guides, and historical balance reconstruction workbooks for firms resolving backlogged trust accounts.
Automated spreadsheet and core template built specifically to match client sub-ledgers, general ledgers, and bank statements for absolute accuracy.
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