Trust Accounting

Stay compliant

LEAP’s trust accounting is intuitive and easy to use so you can remain compliant with trust regulations. Record transactions, reconcile accounts, issue statements and report on all aspects of trust and controlled money from one fully-integrated platform.

Comprehensive reporting

Report on all areas of trust and controlled money with LEAP’s dedicated reporting platform. Generate a range of reports including trust end of month, client statements, payment and receipt cashbooks, trust to office transfers as well as transit, controlled and power money.

Bank reconciliation made easy

Eliminate manual reconciliations when you automatically import your bank data into LEAP to quickly and easily reconcile your transactions and identify any discrepancies.

Controlled money

Take advantage of LEAP’s dedicated controlled money tools. Connect directly to a Macquarie Bank controlled money account to manage and reconcile your accounts at the touch of a button.

On-demand webinar

Learn how to avoid common trust accounting compliance issues in this on-demand webinar hosted by the head of the Legal Accounting Forum, Simon Tredinnick. You’ll learn how to:

• Avoid compliance traps with top tips for trust accounting
• Understand stakeholder accounts, bank reconciliation anomalies and treatment of unclaimed monies
• Correct and rectify incomplete records, plus
• An introduction to the Legal Accounting Forum

View the webinar now