3-Way IOLTA Reconciliation
Ensure your law firm’s trust account is compliant with our trusted 3-Way IOLTA Reconciliation service.
Trust accounting is not a place where you want to be confused, leave it to us to provide clear and accurate reports.
We ensure that your IOLTA accounts are meticulously reconciled, matching your client ledgers, bank statements, and trust account balances. We identify discrepancies and guarantee that your client funds are managed with the utmost accuracy and transparency.
What You’ll Get:
☑ Ensure accuracy of all IOLTA accounts
☑ Ensure accuracy of client funds
☑ Monthly matter level reconciliation
☑ Personalized guidance to resolve discrepancies
☑ Tailored meetings with our team as needed
Who the 3-Way IOLTA Reconciliation is for…
This service is for law firms committed to maintaining compliance and accuracy in their firm’s trust account.
Why You Need It:
To ensure all your funds are accurately accounted for and to provide confidence in the event of an audit.
Don’t Just Take Our Word For It
