You’ve got 10 minutes to get the trust account update. Will the call come in time?
Never again wait, have the data and the documents at your fingertips.
Painless. Easy to use. Always available. Trust & IOLTA accounting for lawyers.
Reconcile EscrowTrakker® with your bank account statement or online bank records, monthly or daily. That’s all there is to it. EscrowTrakker® For Lawyers does the rest.
No more custom spreadsheets and Ledgers. Track up to 200 separate Trust and IOLTA bank accounts flawlessly.
30 Day Free Trial
No credit card necessary.
Don’t wait for an audit.
EscrowTrakker® will make your audit a breeze.
Download the app today!
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3-way
Reconciliation in Seconds
Go from hours to minutes a month managing your multiple trust and IOLTA accounts. Eliminate the time-consuming manual process of 3-way reconciliation. Reconciling general checking ledgers, customer balances and bank statements simultaneously is difficult, painstaking and often inaccurate. EscrowTrakker® For Lawyers performs this monthly task automatically and stores this data in the cloud permanently. Print and file with your bank statement each month and you are 100% compliant
Save Time & Money
Powerful, yet simple to use, EscrowTrakker® gives you the freedom to practice law, not accounting.
Worry-Free Compliance
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App Features
Banking
Banking – See the data metrics you need to know NOW:
- On-screen interactive bank account ledger
- See individual customer balances and transactions on screen
- See balance in trust or IOLTA for every job
- Establish firm reserve bank balance for bank checks, charges, and fees
- See which income or expense account is assigned to every dollar
- See which lawyer is associated with each transaction
- Convenient check printing
Add Transaction
Drop-down auto-fill selection menus for quick and easy data entry:
- Quickly and easily enter deposits and withdrawals and assign an account, customer, job, and lawyer to each transaction using the drop-down selection menus
- Extensive preinstalled on-board chart of accounts
- Easily edit and customize chart of accounts
- Recurring transactions
- Bank account overdraw notifications
- Never trigger a state audit by overdrawing your IOLTA
- Image capture of customer deposit checks
- Stored permanently in the Cloud for easy access
Pie Charts
Analytics you can understand and USE:
Dial up custom interactive pie charts to see balance and detail:
- for each customer & job
- for each account
- for individual lawyer
- for the entire firm
- Print customer escrow statements to accompany monthly invoices as required in many jurisdictions
Reports
Custom reports drill down on all financials
- Print and e-mail
- 3-way reconciliation
- Trial balance summary
- Profit and loss
- Bank ledger reports
- Flexible reporting – filter reports by:
- Job
- Lawyer
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General Features
- ERP Cloud financial management
- Multi-platform - works equally well from smartphone, tablet, or desktop
- Pass-code or fingerprint log in for security
- AI enhanced for great user experience
- Patent pending database technology
- Secure and accessible cloud storage of all entered data
- Secure cloud hosting by Amazon web hosting services in USA
- No other software required.
- 30-day free trial
