You’ve got 6 floors to get the trust account update. Will the call come in time?
Never again wait, have the data at your fingertips.
Painless. Easy to use. Always available. Trust & IOLTA accounting for lawyers.
30 Day Free Trial
No credit card necessary.
Don’t wait for an audit.
EscrowTrakker® will make your audit a breeze.
Download the app today!
Get the App!
Basic
$9.99/month
What's Included:
- 2 Bank Accounts
- 15 Customer Accounts
- Multi Platform
- Multi Device Login
- 15 Custom Accounts
Professional
$39.99/month
What's Included:
- 10 Bank Accounts
- 100 Customer Accounts
- Multi Platform
- Multi Device Login
- 50 Custom Accounts
Enterprise
$69.99/month
What's Included
- 200 Bank Accounts
- 1000 Customer Accounts
- Multi Platform
- Multi Device Login
- 100 Custom Accounts
3-Way Reconciliation in Seconds
Go from hours to minutes a month managing your multiple trust and IOLTA accounts. Eliminate the time-consuming manual process of 3-way reconciliation. Reconciling general checking ledgers, customer balances and bank statements simultaneously is difficult, painstaking and often inaccurate. EscrowTrakker® For Lawyers performs this monthly task automatically and stores this data in the cloud permanently. Print and file with your bank statement each month and you are 100% compliant
Worry-Free compliance
Save Time & Money
Powerful, yet simple to use, EscrowTrakker® gives you the freedom to practice law, not accounting.
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App Features
Banking
Banking – See the data metrics you need to know NOW:
- On-screen interactive bank account ledger
- See individual customer balances and transactions on screen
- See balance in trust or IOLTA for every job
- Establish firm reserve bank balance for bank checks, charges, and fees
- See which income or expense account is assigned to every dollar
- See which lawyer is associated with each transaction
- Convenient check printing
Add Transaction
Drop-down auto-fill selection menus for quick and easy data entry:
- Quickly and easily enter deposits and withdrawals and assign an account, customer, job, and lawyer to each transaction using the drop-down selection menus
- Extensive preinstalled on-board chart of accounts
- Easily edit and customize chart of accounts
- Recurring transactions
- Bank account overdraw notifications
- Never trigger a state audit by overdrawing your IOLTA
- Image capture of customer deposit checks
- Stored permanently in the Cloud for easy access
Pie Charts
Analytics you can understand and USE:
Dial up custom interactive pie charts to see balance and detail:
- for each customer & job
- for each account
- for individual lawyer
- for the entire firm
- Print customer escrow statements to accompany monthly invoices as required in many jurisdictions
Reports
Custom reports drill down on all financials
- Print and e-mail
- 3-way reconciliation
- Trial balance summary
- Profit and loss
- Bank ledger reports
- Flexible reporting – filter reports by:
- Job
- Lawyer
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General Features
- ERP Cloud financial management
- Multi-platform - works equally well from smartphone, tablet, or desktop
- Pass-code or fingerprint log in for security
- AI enhanced for great user experience
- Patent pending database technology
- Secure and accessible cloud storage of all entered data
- Secure cloud hosting by Amazon web hosting services in USA
- No other software required.
- 30-day free trial
