TrustEasyGo gives your practice a complete, compliant trust accounting system — client ledgers, three-way reconciliations, disbursement approvals, and LPC reporting — all in one place.
R399 / month · Full access · Cancel anytime
Every module works together so your trust accounts, client files, invoices and compliance reports are always in sync.
Full double-entry bookkeeping for your trust account. Every receipt, payment and transfer is recorded accurately with a complete audit trail.
Every client file carries its own ledger. See exactly how much each client has in trust, what fees are drawable, and the full transaction history.
Auto-calculates your cashbook balance and client ledger total every time. Submit monthly reconciliations and know instantly if they balance.
Record third-party invoices (advocates, experts, sheriffs) against the correct client file. Link each invoice to a vendor and track payment status.
Set a disbursement threshold and any payment above it automatically requires a second authoriser. Full approval queue with audit trail.
General Ledger, Trial Balance, Cashbook, Suspense, Trust Funding, Sales — all filterable by date, all exportable to Excel in one click.
Track ID number, verification date, expiry, and risk rating for every client. Know at a glance which files are FICA compliant and which need attention.
Ask the in-app assistant about your trust balances, outstanding reconciliations, compliance status, or a matter's history — in plain language. Insight without the spreadsheet.
The Legal Practice Council requires every attorney to maintain a separate trust account, reconcile it monthly, and retain records for five years. TrustEasyGo automates every one of those obligations.
Every rand in your trust account is tracked independently from your business account with a full double-entry ledger.
Automatically calculates and allocates interest earned on pooled and separate trust investments.
Cashbook vs bank statement vs total client ledgers. Every month. Difference flagged the moment it arises.
All transactions, statements and reconciliations are stored securely and are always accessible for LPC inspections.
Track verification dates, ID numbers, risk ratings and expiry per file. Know your FICA status at a glance.
No accountant required. No setup fee. No steep learning curve — just a clean workflow that mirrors how South African legal practices actually operate.
Register, add your practice details, and TrustEasyGo automatically sets up your Chart of Accounts — trust, business, suspense, bills payable — correctly configured for LPC compliance.
Each matter gets its own file with a dedicated ledger. Record trust receipts and payments as they happen — every entry updates the cashbook and client ledger simultaneously.
Capture advocate, sheriff and expert invoices against the correct file. Raise a disbursement — if it exceeds your approval threshold, it automatically routes to a second signatory.
Import your monthly bank statement via Excel. TrustEasyGo matches entries automatically and builds the three-way reconciliation. Submit it in one click when it balances.
Download the full audit pack — General Ledger, Trial Balance, Cashbook, Reconciliations — as an Excel ZIP. Hand it to your auditor and you are done.
Serve multiple legal practices from one account. Each firm invites you to their practice, and you handle all their trust accounting in one place — with no per-client subscription to you.
Create your account with the Accountant role. We activate accountant accounts for you — there is no subscription fee on your side.
A law firm owner invites you by email to service their practice. You accept, and their trust accounting joins your portfolio.
Switch between firms, run each one's three-way reconciliation, capture trust transactions, and export audit packs — all from a single accountant view.
Join attorneys across South Africa who manage their trust accounts with confidence. R399/month — full access, cancel anytime.