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Ontario Law Firm Compliance Calendar — 2026
Ontario law firms don’t answer to just one regulator, and each runs on a different calendar. This 2026 compliance calendar shows what is due, and when, across CRA, LSO, and LAWPRO.
Jan 122 min read


LSO Spot Audits and Practice Reviews: What Has Changed
LSO spot audits and practice reviews are becoming more targeted and data-driven, focusing on where issues are most likely to arise. Firms that understand this shift will be better prepared.
Jan 24 min read


Year-End Bookkeeping Checklist for Law Firms: Trust Accounting and Compliance
Don't let the holiday spirit distract you from critical year-end accounting and compliance tasks. Follow this checklist to ensure your law firm's books are ready for the new year, avoiding LSO and CRA issues in the new year.
Nov 3, 20253 min read


Transaction Levy Surcharges in Ontario: What Lawyers and Their Bookkeepers Need to Know
Discover what transaction levy surcharges are, how they work in Ontario law firms, key costs, deadlines, exemptions, and best practices for accurate filing.
Sep 1, 20253 min read


From Backlogged to Balanced: How Lawyers Behind on Their Books Can Get Back on Track
Are you a lawyer who's behind on their books? Here are 8 clear steps to clean up fast and stay audit-ready.
Apr 2, 20254 min read


New for Ontario Lawyers in 2025: Client Contingency Plan
This article provides an overview of the new Client Contingency Planning Requirement for Ontario lawyers.
Jan 3, 20253 min read


5 Financial Terms Law Firm Owners & Managers Should Know
5 essential financial terms every law firm must know for compliance, growth, and profitability.
Dec 3, 20243 min read


Trust Bank Fees and Errors in Legal Bookkeeping
Bank fees and errors can disrupt trust accounts, creating unexpected challenges. This article offers steps to ensure compliance.
Nov 3, 20243 min read


The Three Types of Legal Bookkeeping Software
Wondering about the three main types of legal bookkeeping software? Read on to discover which one might be the best fit for your practice!
Sep 30, 20244 min read


8 Benefits of Going From Bookkeeper to Legal Bookkeeper
If you're already familiar with general bookkeeping (eg. Bookkeeping using QuickBooks), transitioning to a career in legal bookkeeping...
Aug 28, 20243 min read


Wire or Email Transfer from Trust Bank Accounts: Compliance and Best Practices
Wire or email transfers from Trust accounts require strict compliance with LSO guidelines.
Jun 1, 20243 min read


The Importance of Form 9 Documents for Ontario Lawyers
Let's discuss the Form 9 documents under LSO's By-Law 9 (Form 9A to Form 9E).
May 13, 20243 min read


Law Society Compliance: More Than Just Dodging Fines
Law Society bookkeeping rules go beyond avoiding penalties. These practices, enhance financial management and boost law firm efficiency.
Apr 5, 20243 min read


5 Financial Reports Law Firm Owners Should Review Regularly
The importance of regular review of key financial and non-financial reports for law firms.
Mar 14, 20243 min read


Law Society of Ontario By-Law 9: Ensuring Regulatory Compliance
How Ontario lawyers must maintain records to meet professional obligations, including mandatory retention periods.
Feb 1, 20242 min read


Lawyers in Ontario: Key LSO and CRA Filing Dates for 2024
For Ontario lawyers, keep track of important filing dates with the Law Society of Ontario (LSO) and the CRA for 2024.
Jan 3, 20244 min read


The Legal Bookkeeper: Your Financial Nurse
Explore the critical role of bookkeepers in legal accounting, drawing a unique parallel between financial preparation and medical surgery.
Dec 4, 20233 min read


A Guide to Closing a Lawyer's Mixed Trust Account
Learn to close a trust account compliantly and protect your trust funds.
Nov 2, 20233 min read


5 Common Bookkeeping Mistakes in Canadian Law Firms and How to Avoid Them
Discover 5 key bookkeeping blunders that law firms make leading to pitfalls and disciplinary action and learn the strategies to avoid them.
Oct 1, 20235 min read


6 Useful Bookkeeping Tips for Lawyers in Canada | Bookkeeping Matters
In this article, we discuss 6 useful Bookkeeping Tips for Lawyers to consider in managing their books.
Sep 19, 20233 min read


The Requirements of Remote Deposit Capture (RDC) for Lawyers
RDC allows lawyers to deposit cheques remotely. But how does it work, and what legal protocols must be followed? Explore the details.
Aug 8, 20233 min read


Staying Grounded: Legacy vs. Cloud Software in Legal Accounting
Should you stay with your traditional desktop-based legal accounting software or switch to the cloud?
Jul 12, 20233 min read


The Cloud Computing Transformation in Legal Accounting
Exploring cloud computing's impact on legal tech: AI, automation, analytics transform the industry's future.
Jun 1, 20232 min read


Legal Bookkeeping Compliance: Ensuring Value and Efficiency in Ontario Law Firms
Uncover 'The Value of Compliance' in legal bookkeeping. Learn how adherence to LSUC By-Laws enhances efficiency and prevents penalties.
May 24, 20233 min read
Legal Accounting Articles
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