Trust Accounting

Trust & Client Account Ledgers

SRA-compliant trust accounting with three-way reconciliation, interest calculations, and breach prevention.

SRA
Compliant
Real-time
Reconciliation
0
Breaches
Auto
Interest Calc

SRA Accounts Rules

Maintain client and office accounts in full compliance with SRA Accounts Rules 2019. Automatic three-way reconciliation at account, client, and bank level.

SRA Accounts Rules

Breach Prevention

Real-time alerts for potential breaches — office money in client account, debit balances, transfers without authority. Prevent issues before they arise.

Breach Prevention

Interest Calculations

Automatic calculation of interest on client money held. Fair interest policy management and HMRC reporting.

Interest Calculations

Why Choose This Feature

Full SRA Accounts Rules compliance
Three-way reconciliation
Real-time breach prevention alerts
Automatic interest calculation
Client money protection

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