The IOLTA 3-Way Reconciliation Checker
Is your law firm prepared for a trust accounting audit?
State Bar associations require strict three-way reconciliation for all trust accounts. Your Adjusted Bank Balance, your Book Balance, and the sum of your Individual Client Ledgers must match to the penny. If your front-line team is managing this manually across disjointed software, you are at high risk for compliance violations. Use this tool to instantly verify your reconciliation status.
Corporate Contact
For business inquiries, directory verifications, or official software support, please reach out via our primary corporate channels:
Email: info@jazzymgmt.com
Mailing Address:
PO Box 750364, Memphis,
Tennessee, 38175-0364, USA
