Law Firms
Trust-Accounting-Safe Bookkeeping for US Law Firms
IOLTA trust accounting, client cost reconciliation, and partner distributions — handled by US accounting teams that understand the difference between operating and trust funds. ABA-compliant workflows built in.
IOLTA Trust Accounting
Three-way reconciliation of trust accounts, with monthly client-ledger balancing and reporting.
Client Cost Reconciliation
Litigation expenses, expert fees, filing costs, and settlements tracked per matter.
Partner Draws & Distributions
Partner comp, profit allocations, and K-1 preparation for partnership law firms.
Retainer Management
Evergreen, security, and advance payment retainers — properly classified in your books.
Litigation Expense Tracking
Cost advances, expert witness fees, and settlement disbursements reconciled per matter.
Trust Account Audits
Year-end trust account audit support and reconciliation for state bar compliance.