Efficiently manage client funds and stay compliant.  Enter, track and reconcile all deposits and disbursements for each individual client account.

• Very intuitive user interface, which makes creating individual client ledgers and transaction entry very easy. Client balances are always displayed upfront.

• Fully Integrated with Easy HUD for automatic data import for each real estate closing.

• Built-in Escrow accounting rules. Prevents human errors at the time of data entry itself. For example, client ledger card balance can not fall in negative to begin with.

• Manage unlimited Bank Accounts with unlimited client accounts per bank. 

• Keeps track of funds that move in and out of your client accounts.

• Combine checks being made out to same payee in a ledger card.

• Built-in backup and restore option. Entire database is in one-file. Makes it very easy to backup and safeguard trust database.

• User login accounts with permission controls for different activities.

• Simplified Check Printing. Print on voucher (check/stub/stub) or standard (check/check/check) laser check sheets.

• Comprehensive search and reporting capabilities.

• Comprehensive reporting module: Client activity, bank activity, monthly reconciliation, three-way reconciliation, all available with a single click.

For Real Estate transactions, simply import deposits/disbursements from Easy HUD. Eliminate all manual data entering and check printing. Saves time and minimizes errors.