Self-paced online courses and practical guides built specifically for attorneys, legal bookkeepers, paralegals, and law firm accountants — by 20-year industry experts.
Everything you need to manage trust accounts correctly, stay compliant with bar rules, and protect your license — in one place.
The most comprehensive trust accounting course available for legal professionals. Master every aspect of IOLTA compliance, 3-way reconciliation, bar audit preparation, and client fund management — taught by 20-year industry veterans.
Core principles, legal framework, and fiduciary duties
State and federal IOLTA regulations across all 50 states
Setting up and maintaining individual client ledgers
Step-by-step monthly reconciliation process and verification
Audit preparation, common violations, and how to respond
QuickBooks, Clio, PracticePanther setup and best practices
Need a quick, practical guide you can reference daily? Our e-book is the perfect complement to the full course.
A practical, step-by-step desk reference for creating and maintaining accurate trial balance reports for trust accounts. Written specifically for legal bookkeepers, attorneys, and office managers who need a reliable reference guide they can use every single day.
| Feature | Full Course — $199.99 | E-Book — $24.99 |
|---|---|---|
| 3-Way Reconciliation Training | ✓ Full Video Module | ✓ Reference Guide |
| IOLTA Compliance Coverage | ✓ All 50 States | ✓ Summary Reference |
| Bar Audit Preparation | ✓ Dedicated Module | — |
| Trust Accounting Software Guide | ✓ QuickBooks, Clio & More | — |
| Certificate of Completion | ✓ Included | — |
| Downloadable Templates | ✓ Full Template Pack | ✓ Trial Balance Templates |
| Client Ledger Setup | ✓ Step-by-Step Module | — |
| Ideal For | Complete learning experience | Daily desk reference |
| Enroll Now → | Buy E-Book → |
"After 10 years of practice I finally have a clear, systematic understanding of my IOLTA obligations. This course paid for itself in peace of mind alone. Every attorney should take this."
"As the bookkeeper for a 12-attorney firm, this course gave me confidence I've never had before. The 3-way reconciliation module alone was worth every penny. Clear, practical, and actionable."
"I bought the e-book first and it immediately became my daily reference. Then I took the full course — both are exceptional. I refer attorneys I know to Trust Account Pros constantly."
Lifetime access. Once you enroll, the course is yours forever — including all future updates at no additional cost.
Yes. Learn on your schedule — start, stop, and resume anytime from any device. No deadlines or live sessions required.
Yes. The course covers trust accounting standards across all 50 states, with specific guidance on state bar requirements and how they differ from federal standards.
Yes. You'll receive a Certificate of Completion upon finishing the full course, which you can share with your firm or include in your professional profile.
The e-book is a downloadable PDF. You can read it on any device — computer, tablet, or phone — or print it for use as a physical desk reference.
Absolutely — they complement each other perfectly. The course provides deep learning while the e-book serves as your quick daily reference. Many students purchase both.
Yes. The course is designed for everyone in the legal ecosystem — attorneys, paralegals, bookkeepers, accountants, and office managers all benefit from the training.
We also offer hands-on consulting services including compliance audits, 3-way reconciliation reviews, and bar audit preparation. Book a free consultation to learn more.
We stand behind every course and e-book we offer. If you complete the training and don't feel fully equipped to manage your trust accounts with confidence, contact us and we'll make it right. Our goal is your success — not just your purchase.
Start Learning Today →Join 500+ legal professionals who've taken control of their compliance and protected their careers.
