FAQS

We need all trust account bank statements and all month end reports: all check activity and wire-out activity, all receipt activity and wire-in activity, and a control page that lists the monthly totals for all disbursement and deposit activity. Copies of deposit tickets are also helpful.

Yes, call or email Chris Pruitt in our sales department and we can get you started.

We need to access the bank information daily. We can set this up with your bank. We will also need your office's daily activity information. We can try to access this from your computer directly or through your escrow accounting software company.

Yes, all of our services are open to everyone. You don't have to be our regular reconciliation client to use us for research, 1099s, escheating funds to the state, training, etc. Call or email Chris Pruitt in our sales department to get connected.

Yes, Call or email Betty Pojar from our support team and she'll help you determine the exact amount to be transferred. We can also help you interface with both banks to ensure everything runs smoothly.

Yes, we often work on projects like this especially for companies that have an upcoming audit. Please call or email Chris in our sales department so he can give you an estimate on cost and date of completion.

We do our best to return the bank reconciliation within 48 hours from the time we receive everything needed to reconcile. To ensure you have your bank reconciliation by the 15th, we recommend you send your escrow accounting reports the first day of the month and have the bank send your monthly statement directly to us during the first week of the month.