IOLTA Accounts Reconciliation

Accounting might not be your strongest suit, but it’s vital to do your trust accounting right. There’s a lot to keep track of: client deposits, costs for those clients and the work you do for them.

Getting it right keeps you out of trouble with the state bar. And you can see at a glance if you’re making a profit.

This short video walks you through our month-end closing process. You’ll see the steps we take with every attorney to make sure their IOLTA account and trust liability are in balance. Follow our process, and soon you’ll be reconciling like a champ!

Enter your details below to access our How to Reconcile Your IOLTA Accounts video.

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