Trust Account (IOLTA)

This service is include following:

• Trust Account Cash reconciliation & Clients Liability reconciliation.
• If Law Firm using two separate softwares for billing and accounting (for example QuickBooks for accounting and Clio for billing) – Reconciliation of trust activities between 2 softwares.
• Trust Account Audit
• IOLTA/Trust forensic accounting
• IOLTA/Trust account monthly monitoring.