Clients

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Title Agents

We preach timely account reconciliations, but your state may have specific rules governing your business.


Real Estate Attorneys

Did you know most State’s Bar Associations have rules regarding reconciling your trust account?


Law Firms

If your firm practices multiple types of law, your trust account must be reconciled in a ’3-way’ manner.


Insurance Underwriters

Title Insurance Underwriters, your agent’s must reconcile their escrow / trust accounts in a timely, ’3-way’ manner.  If they are not, you are exposed to a high risk of claims and possible defalcations.

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