Trust accounting
Trust accounting and bank ledgers
Trust balances, retainers, ledgers, and bank account typing for estate planning firms.
What it is
Trust accounting with balances by matter or contact, ledgers, as-of dates, CSV export, retainers, applying funds to invoices, and transfers.
Bank accounts
Bank accounts support trust, operating, and IOLTA-style typing so staff can reconcile against the bank.
Demo focus
If trust is a must-have for your firm, tell us on the demo request. We will spend time on ledgers and day-to-day trust workflows.