IS YOUR
LAW FIRM'S
READY?
BOOKKEEPING
Client Trust Account Protection Plan
California law firms are facing increased expectations around client trust accounting, recordkeeping, oversight, and review readiness under the State Bar of California and their Client Trust Account Protection Program (CTAPP).
Our CTAPP services include:
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A comprehensive diagnostic check to ensure you’re in compliance and review-ready.​
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Training on compliance requirements, best practices, and procedures.​
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Building monthly workflows that support compliance, including IOLTA 3-way reconciliations.
We help your firm build the monthly processes that maintain accurate trust records, 3-way reconciliations, and overall bookkeeping that's compliant and ready for review.​
IOLTA
LEGAL
BOOKKEEPING
SPECIALISTS
We help you ensure compliance under Rules of the State Bar of California, Title 2, Division 1.5, Rule 2.5 and controls required under California Rule of Professional Conduct 1.15.
Engage us for your bookkeeping and trust accounting
and review-preparation support.
cleanup and remediation, CTAPP readiness reviews,