Unlimited trust and controlled monies ledgers, statutory deposit calculator and ledger, multiple trust to office transfer processing, property settlement calculator, simple trust reconciliation and statutory compliance month-end report.  Secure online access for your trust account external examiner and business accountant for easy review of trust and business accounting records.

Three reconcilable business bank account cashbooks with flexible simple, cash or accrual options.
Customisable chart of accounts, and easy bank transaction file import and AI assisted fast GL allocation.
Seamless trust to office transaction processing and integrated ledgers for trust and debtors.
BAS and financial reports and graphical business insights analytics.
Data export function for easier Tax and financial preparation by an external accountant.

Fee consent and costs disclosure management.
Trust account reconciliation and statutory month-end reports.
Work in Progress, consolidated, matter and fee earner billing reports, BAS and financial reports (cashbooks, sales journal, net movement, etc) as well as business analytics.

Multiple matter time clocks and smart online timesheet.
Customisable invoice templates for lump sum, itemised and 'but say' billing, with client rights notice and trust account withdrawal compliance.
Easy email or mobile messaging of invoices for faster client payment.

All practice compliance registers including matter files, safe custody, investment, power and estates.

Local support team, email helpdesk and online help library.
Assistance with data conversion and setup, including assisting with the first trust bank reconciliation to ensure accounting conversion is correct for ongoing compliance.
All software updates for new compliance requirements and technology changes are immediately available, without effort or additional cost to you.