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Tech Tip #24 – Surviving Your Trust Account Audit

Trust Accounting

As you all know, trust accounting is no joke. You need to keep on top of compliance regulations to ensure no issues occur come audit time. In the past, trust accounting was often kept outside of a Firm’s Legal Practice Management system. That creates many inefficiencies which lead to serious errors. Fortunately, CosmoLex fully integrates trust accounting from start to finish along with your billing, practice management, and business accounting.

Here is a video which demonstrates what can go wrong when managing your trust account, and how CosmoLex aids in preventing all of these mistakes. Click Here To View The Video

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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

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