Certified Trust Accounting

Certified Trust Accounting. Enterprise-Grade.

Consumer accounting software cannot achieve trust accounting certification. MatterX trust accounting is built specifically for legal compliance requirements.

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Consumer Software Can't Achieve Certification

These tools were never designed for legal trust accounting requirements.

Cannot achieve trust accounting certification:

MYOB
QuickBooks
Xero (standalone)
Spreadsheets
Generic accounting software

These tools lack the specific features required for legal trust accounting: proper segregation, three-way reconciliation, audit trails, and statutory deposit tracking.

Built for Legal Trust Compliance

Every feature designed to meet trust accounting requirements.

Three-Way Reconciliation

Automatic reconciliation between trust ledger, bank statement, and matter balances. Daily, weekly, or monthly.

Complete Audit Trails

Every transaction logged with timestamp, user, and reason. Immutable history for auditors.

Statutory Deposits

Automatic calculation and tracking of statutory deposits. Never miss a deadline.

Trust Account Statements

Automated client trust statements. Compliant formatting, automatic generation.

Segregated Accounts

Proper separation between general and trust accounts. Trust money stays in trust.

Compliance Alerts

Proactive alerts for potential compliance issues before they become problems.

Enterprise Infrastructure, Not Small Business Software

MatterX trust accounting runs on Dynamics 365 Business Central.

Hosted in Microsoft's ISO 27001 and SOC 2 certified cloud

Want the Full Details?

Our Trust Accounting page has complete documentation on every compliance feature.

View Full Trust Accounting Details

Ready for Compliant Trust Accounting?

See how MatterX delivers certified trust accounting on enterprise infrastructure.

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