Easy Trust - Accounting Software

Bring Order to Your Trust Accounting Process and Achieve Full Compliance

State laws govern attorney escrow accounting for virtually every practice area, including real estate, personal injury, family law, estate planning, criminal, collection and bankruptcy. Thousands of lawyers, escrow, insurance and real estate agents and accounting professionals rely on Easy Trust to manage client funds. Easy Trust automates the entire escrow accounting process and helps maintain strict compliance. Plus, you can add the Easy TimeBill module to integrate legal time tracking, billing and trust bookkeeping, all in one program.

Easy Trust accounting software's core functions:

Network ready. Allows multiple users to work simultaneously.
Elegant and intuitive user interface displays matter balances at all times.
Multiple bank account management with unlimited client accounts per bank.
Tracks funds that move in and out of client accounts.
Prevents common mistakes such as, ledger balance overdraft or duplicate check numbers.
Simplified check printing and deposit slip printing.
Special user account with "view only" permission for trust transaction.
Allocation of a single trust check payment among multiple matters.
Allocation of a single trust deposit among multiple matters.
Powerful bank reconciliation module. Keeps each month's reconciled statement separate from other months.
Produces three-way reconciliation reports in a single click, tying book, bank and individual ledger card balances.
Comprehensive accounting, banking and trust reports. Even prints reports separated by matter's assigned escrow agent.
Ledger card balance summary statement displays individual ledger's bank cleared and uncleared balances.
One-click Easy HUD real estate closing ledger import.
Built in conflict checking system at no extra cost.

If your firm handles client advances (retainers), you understand the importance of keeping trust books in sync with your billing system. Add the optional Easy Time Bill module, to Easy Trust and manage all aspects of your time tracking, billing and trust accounting, in one easy to use program.

Evaluation, Pricing and Support Options

Download and try Easy TimeBill today. Software subscriptions start at $249 and include unlimited, live-by-phone technical support for one year! All product purchases come with an unconditional 30-day money back guarantee.

View sample Easy Trust Reports.

Easy Trust helps you stay compliant with host of right out of the box trust accounting features.

Gain Speed and Increase Security with the Enterprise Version

If your firm has purchased or plans to purchase three or more licenses and has the know-how to manage an SQL server, consider the Enterprise Version. The Enterprise Version uses an industry standard SQL Server (or SQL Express) database, which provides enhanced data security and speed. Contact us for Enterprise Version pricing.

Key Easy Trust Software Features

Manage Client Funds

Manage unlimited bank accounts with unlimited trust accounts per bank.
Track funds that move in and out of your trust accounts.
Designate an "escrow agent" for each client matter.
Keep all client funds separate, even though they belong in the same bank trust account. And, keep each client matter within an account separate from other matters.
Intuitive user interface makes creating individual client ledgers and transactions entry very easy. Matter balances are always visible.
Complete escrow accounting software with built-in escrow accounting rules prevents human errors at the time of data entry itself. For example, client ledgers cannot be over-drafted.
Comprehensive matter and transaction search capabilities.
Inactivate matters once balances fall to zero and all transactions are bank reconciled, thus preventing inadvertent changes.
Import Easy HUD real estate closing ledger to Easy Trust in one-click. Simply select the Easy HUD file and import to Easy Trust.

Special Ledger Transactions

Credit Allocation: If a single trust deposit is received (example: an insurance broker firm receives, an incentive check from insurance company, which needs to be allocated to multiple clients), credit allocation will allow you to divide it among multiple matters on a single screen.
Debit Allocation: If a single trust check is to be issued, but debited from multiple matters (example: an escrow management firm needs to charge a fixed monthly maintenance fee to all matters and pay to the firm), debit allocation will allow you to debit multiple matters and issue a single check.

Banking Features

Print checks and deposit slips.
Perform monthly bank reconciliations. Keeps each month's reconciled statement separate from other months. Thus, you can always go back in history and match a specific month's reconciliation with the corresponding bank statement and locate any discrepancies. (We are not aware of any other program that offers such an advanced capability.)
Automatic generation of monthly three-way reconciliation report (mandatory by most bar associations), thus tying book balance with bank balance and individual ledger card balances.

Management Reports

Comprehensive set of reports with numerous selection criteria and sorting options, separated into Accounting, Admin, Banking and Trust categories.
Save all reports in PDF/Word/Excel formats.

Security Features

User ID/Password based login system for ALL users.
Assign per user login account permissions to limit access for certain activities, such as, check printing or bank reconciliation.
Special "Trust Lite" user account with "view only" permission. The user can view only matter balances, trust transactions and print reports, without the ability to make any changes.

Productivity Features

Multiple users can work simultaneously.
Inactivate closed matters/client/bank accounts to prevent future inadvertent use.
One-click database backup and restore options.
Built in sample database for initial practice/learning.

Optional Easy TimeBill Module

If your firm tracks billable time and generates invoices, add on the Easy TimeBill module and integrate complete time tracking and billing functions with Easy Trust accounting software.
Because many billing and trust activities are interrelated, firms that handle retainers understand the importance of keeping trust account books in sync with their billing systems. With the added Easy Time Bill module, you can manage all aspects of your time tracking, billing and trust accounting in one easy to use program. Read: Why Law Firm Trust Account and Billing Systems Must Work in Tandem.

Enterprise Version

Suitable for multi-user licensees with expertise in managing a SQL Server.
Industry standard SQL Server (or SQL Express) database backend.
Enhanced level of data security; only users with access to database password can create data backup.
SQL Server backend delivers a significant speed advantage.

Technical Support at Its Best

At Easy Soft, we make getting product technical help and training as uncomplicated as possible. You'll find a comprehensive range of choices to get the greatest benefit from our legal software, including live phone support. Visit our technical support center for answers to all common questions, expert level tips, review technical articles or enroll in upcoming training webinars.

Easy Trust Resources

Easy To Learn. Easy to Use.