SRA-compliant trust accounting with three-way reconciliation, interest calculations, and breach prevention.
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
Real-time alerts for potential breaches — office money in client account, debit balances, transfers without authority. Prevent issues before they arise.
Breach Prevention
Automatic calculation of interest on client money held. Fair interest policy management and HMRC reporting.
Interest Calculations