Trust Accounting

Trust Accounting2018-07-31T10:18:51+00:00
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Our powerful trust system handles an unlimited number of trust accounts for each matter.

The detailed transactions and balances are available as of any date for open AND closed matters! You can request trust checks via the Accounts Payable module as well as Check Writer. Automatic integration with your General Ledger AND Bank Reconciliation minimize the potential for errors. Satisfy your Bar’s requirements, reconcile Matter balances, General Ledger balances and the Bank Reconciliation.

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  • Manage client funds by bank account, by client, or by matter
  • Manage single or multiple trust accounts for any client or matter
  • Easily generate client and matter ledgers on demand
  • System tracks current balances not only by client/matter but also by bank account
  • Audit trails alert the user when a disbursement request exceeds the available balance held in trust
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Hours of Development
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Time Tested for over 30 years & enhanced by over 10,000 users!

See how firms use Perfect Practice® to do more, faster and with fewer resources.
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